CADIAN CAPITAL MANAGEMENT, LP Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$1.9T
Holdings
29
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,431,967 | $223.9B | 12.10% | |
| 2 | JAZZJAZZ PHARMACEUTICALS PLC | 1,211,589 | $182.9B | 9.88% | |
| 3 | PANWPALO ALTO NETWORKS INC | 922,141 | $167.4B | 9.04% | |
| 4 | DATATABLEAU SOFTWARE INC | 1,736,318 | $140.3B | 7.58% | |
| 5 | BKNGBOOKING HLDGS INC | 62,940 | $130.9B | 7.07% | |
| 6 | —ELECTRONICS FOR IMAGING INC | 4,071,466 | $111.3B | 6.01% | |
| 7 | ZAYOEURZAYO GROUP HLDGS INC | 3,115,000 | $106.4B | 5.75% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 710,000 | $103.2B | 5.58% | |
| 9 | METAFACEBOOK INC | 540,000 | $86.3B | 4.66% | |
| 10 | —ZOGENIX INC | 2,154,274 | $86.3B | 4.66% | |
| 11 | CMCSACOMCAST CORP NEW | 2,390,000 | $81.7B | 4.41% | |
| 12 | NBISYANDEX N V | 1,750,000 | $69.0B | 3.73% | |
| 13 | RDWRRADWARE LTD | 2,957,135 | $63.1B | 3.41% | |
| 14 | ZNGAEURZYNGA INC | 15,314,438 | $56.1B | 3.03% | |
| 15 | —PORTOLA PHARMACEUTICALS INC | 1,240,944 | $40.5B | 2.19% | |
| 16 | PAGSPAGSEGURO DIGITAL LTD | 750,000 | $28.7B | 1.55% | |
| 17 | —GENMARK DIAGNOSTICS INC | 5,041,133 | $27.4B | 1.48% | |
| 18 | —MIMECAST LTD | 635,681 | $22.5B | 1.22% | |
| 19 | —TRIVAGO N V | 2,990,427 | $20.8B | 1.12% | |
| 20 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,494,100 | $18.7B | 1.01% | |
| 21 | GOOGLALPHABET INC | 14,700 | $15.2B | 0.82% | |
| 22 | —GW PHARMACEUTICALS PLC | 131,861 | $14.9B | 0.80% | |
| 23 | —ELLIE MAE INC | 155,000 | $14.3B | 0.77% | |
| 24 | ZEN1EURZENDESK INC | 256,300 | $12.3B | 0.66% | |
| 25 | —INTERSECT ENT INC | 252,757 | $9.9B | 0.54% | |
| 26 | —DBV TECHNOLOGIES S A | 357,622 | $8.3B | 0.45% | |
| 27 | ARGXARGENX SE | 80,000 | $6.4B | 0.35% | |
| 28 | INCYINCYTE CORP | 15,000 | $1.3B | 0.07% | |
| 29 | AABAUSDALTABA INC | 10,000 | $740.0M | 0.04% |