CADIAN CAPITAL MANAGEMENT, LP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$2.1T
Holdings
44
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAZZJAZZ PHARMACEUTICALS PLC | 1,218,763 | $176.9B | 8.46% | |
| 2 | DATATABLEAU SOFTWARE INC | 3,528,694 | $174.8B | 8.37% | |
| 3 | PANWPALO ALTO NETWORKS INC | 1,479,936 | $166.8B | 7.98% | |
| 4 | IACIEURIAC INTERACTIVECORP | 1,858,167 | $137.0B | 6.55% | |
| 5 | —ELECTRONICS FOR IMAGING INC | 2,362,446 | $115.4B | 5.52% | |
| 6 | PYPLPAYPAL HLDGS INC | 2,380,727 | $102.4B | 4.90% | |
| 7 | LBRDKLIBERTY BROADBAND CORP | 902,310 | $78.0B | 3.73% | |
| 8 | —GIGAMON INC | 2,154,554 | $76.6B | 3.67% | |
| 9 | METAFACEBOOK INC | 478,500 | $68.0B | 3.25% | |
| 10 | RDWRRADWARE LTD | 4,102,807 | $66.3B | 3.17% | |
| 11 | AMTAMERICAN TOWER CORP NEW | 514,385 | $62.5B | 2.99% | |
| 12 | ZAYOEURZAYO GROUP HLDGS INC | 1,860,595 | $61.2B | 2.93% | |
| 13 | VRNSVARONIS SYS INC | 1,773,004 | $56.4B | 2.70% | |
| 14 | ZNGAEURZYNGA INC | 18,017,518 | $51.4B | 2.46% | |
| 15 | VISNCOMMSCOPE HLDG CO INC | 1,220,000 | $50.9B | 2.43% | |
| 16 | TMUST MOBILE US INC | 762,798 | $49.3B | 2.36% | |
| 17 | —SHIRE PLC | 275,802 | $48.1B | 2.30% | |
| 18 | PEGAPEGASYSTEMS INC | 1,067,035 | $46.8B | 2.24% | |
| 19 | —GENMARK DIAGNOSTICS INC | 3,186,382 | $40.8B | 1.95% | |
| 20 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,032,792 | $40.4B | 1.93% | |
| 21 | PROPROS HOLDINGS INC | 1,564,045 | $37.8B | 1.81% | |
| 22 | —PORTOLA PHARMACEUTICALS INC | 868,400 | $34.0B | 1.63% | |
| 23 | ETSYETSY INC | 2,932,022 | $31.2B | 1.49% | |
| 24 | NBISYANDEX N V | 1,411,782 | $31.0B | 1.48% | |
| 25 | PCRXPACIRA PHARMACEUTICALS INC | 615,000 | $28.0B | 1.34% | |
| 26 | VTYVERINT SYS INC | 623,693 | $27.1B | 1.29% | |
| 27 | BABAALIBABA GROUP HLDG LTD | 248,500 | $26.8B | 1.28% | |
| 28 | —TALEND S A | 822,685 | $24.5B | 1.17% | |
| 29 | WWAYFAIR INC | 592,897 | $24.0B | 1.15% | |
| 30 | GOOGLALPHABET INC | 27,200 | $23.1B | 1.10% | |
| 31 | GOOGALPHABET INC | 25,650 | $21.3B | 1.02% | |
| 32 | ELVANTHEM INC | 110,000 | $18.2B | 0.87% | |
| 33 | —K2M GROUP HLDGS INC | 776,449 | $15.9B | 0.76% | |
| 34 | COLLCOLLEGIUM PHARMACEUTICAL INC | 1,357,748 | $13.7B | 0.65% | |
| 35 | SRPTSAREPTA THERAPEUTICS INC | 345,811 | $10.2B | 0.49% | |
| 36 | WKWORKIVA INC | 600,082 | $9.4B | 0.45% | |
| 37 | SG7SAGE THERAPEUTICS INC | 122,125 | $8.7B | 0.42% | |
| 38 | BOXBOX INC | 435,000 | $7.1B | 0.34% | |
| 39 | 2L9BLUEPRINT MEDICINES CORP | 174,900 | $7.0B | 0.33% | |
| 40 | EXPEEXPEDIA INC DEL | 47,039 | $5.9B | 0.28% | |
| 41 | —APPTIO INC | 501,020 | $5.9B | 0.28% | |
| 42 | —YAHOO INC | 75,000 | $3.5B | 0.17% | |
| 43 | —RPX CORP | 247,530 | $3.0B | 0.14% | |
| 44 | —DBV TECHNOLOGIES S A | 83,190 | $2.9B | 0.14% |