CADIAN CAPITAL MANAGEMENT, LP Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$2.6T
Holdings
32
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,663,549 | $349.5B | 13.64% | |
| 2 | AABAUSDALTABA INC | 3,762,227 | $278.9B | 10.88% | |
| 3 | PANWPALO ALTO NETWORKS INC | 928,933 | $225.6B | 8.80% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 1,160,000 | $161.0B | 6.28% | |
| 5 | PEGAPEGASYSTEMS INC | 2,171,209 | $141.1B | 5.51% | |
| 6 | —PORTOLA PHARMACEUTICALS INC | 3,974,898 | $137.9B | 5.38% | |
| 7 | DATATABLEAU SOFTWARE INC | 1,029,125 | $131.0B | 5.11% | |
| 8 | ZNGAEURZYNGA INC | 22,052,800 | $117.5B | 4.59% | |
| 9 | NBISYANDEX N V | 3,260,000 | $111.9B | 4.37% | |
| 10 | RDWRRADWARE LTD | 4,272,749 | $111.6B | 4.36% | |
| 11 | BKNGBOOKING HLDGS INC | 45,000 | $78.5B | 3.06% | |
| 12 | —ELECTRONICS FOR IMAGING INC | 2,810,491 | $75.6B | 2.95% | |
| 13 | —ZOGENIX INC | 1,333,592 | $73.4B | 2.86% | |
| 14 | CHTRCHARTER COMMUNICATIONS INC N | 211,000 | $73.2B | 2.86% | |
| 15 | SRPTSAREPTA THERAPEUTICS INC | 610,546 | $72.8B | 2.84% | |
| 16 | METAFACEBOOK INC | 417,000 | $69.5B | 2.71% | |
| 17 | GOOGLALPHABET INC | 42,800 | $50.4B | 1.97% | |
| 18 | GWREGUIDEWIRE SOFTWARE INC | 425,700 | $41.4B | 1.61% | |
| 19 | —GENMARK DIAGNOSTICS INC | 5,152,009 | $36.5B | 1.43% | |
| 20 | —INSTRUCTURE INC | 705,444 | $33.2B | 1.30% | |
| 21 | PAGSPAGSEGURO DIGITAL LTD | 1,100,000 | $32.8B | 1.28% | |
| 22 | NFLXNETFLIX INC | 88,000 | $31.4B | 1.22% | |
| 23 | VRNSVARONIS SYS INC | 502,100 | $29.9B | 1.17% | |
| 24 | FTCHQFARFETCH LTD | 1,100,000 | $29.6B | 1.16% | |
| 25 | XRAYDENTSPLY SIRONA INC | 340,000 | $16.9B | 0.66% | |
| 26 | 2L9BLUEPRINT MEDICINES CORP | 200,000 | $16.0B | 0.62% | |
| 27 | NSTGEURNANOSTRING TECHNOLOGIES INC | 565,000 | $13.5B | 0.53% | |
| 28 | EBIXEUREBIX INC | 179,100 | $8.8B | 0.35% | |
| 29 | —ACCELERATE DIAGNOSTICS INC | 297,992 | $6.3B | 0.24% | |
| 30 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 88,459 | $3.4B | 0.13% | |
| 31 | AM6AMICUS THERAPEUTICS INC | 200,000 | $2.7B | 0.11% | |
| 32 | —GTT COMMUNICATIONS INC | 20,200 | $701.0M | 0.03% |