CADIAN CAPITAL MANAGEMENT, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.0T
Holdings
60
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 551,653 | $343.4B | 17.15% | |
| 2 | PLANUSDANAPLAN INC | 4,100,000 | $266.7B | 13.32% | |
| 3 | UBERUBER TECHNOLOGIES INC | 5,675,631 | $202.5B | 10.11% | |
| 4 | ZEN1EURZENDESK INC | 1,040,500 | $125.2B | 6.25% | |
| 5 | 2L9BLUEPRINT MEDICINES CORP | 1,921,347 | $122.7B | 6.13% | |
| 6 | BKNGBOOKING HOLDINGS INC | 48,687 | $114.3B | 5.71% | |
| 7 | MTCHMATCH GROUP INC NEW | 836,900 | $91.0B | 4.54% | |
| 8 | COUPEURCOUPA SOFTWARE INC | 883,805 | $89.8B | 4.48% | |
| 9 | GOOGLALPHABET INC | 30,448 | $84.7B | 4.23% | |
| 10 | NYTNEW YORK TIMES CO | 1,742,927 | $79.9B | 3.99% | |
| 11 | EBEVENTBRITE INC | 4,964,043 | $73.3B | 3.66% | |
| 12 | CXMSPRINKLR INC | 4,564,486 | $54.3B | 2.71% | |
| 13 | LBRDKLIBERTY BROADBAND CORP | 391,346 | $53.0B | 2.64% | |
| 14 | BRZEBRAZE INC | 847,000 | $35.1B | 1.75% | |
| 15 | —TCV ACQUISITION CORP | 2,750,000 | $26.8B | 1.34% | |
| 16 | ALITALIGHT INC | 2,695,000 | $26.8B | 1.34% | |
| 17 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.7B | 1.14% | |
| 18 | MIRMMIRUM PHARMACEUTICALS INC | 745,000 | $16.4B | 0.82% | |
| 19 | GENIGENIUS SPORTS LIMITED | 3,395,000 | $15.6B | 0.78% | |
| 20 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.7B | 0.73% | |
| 21 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.6B | 0.73% | |
| 22 | VRNSVARONIS SYS INC | 250,200 | $11.9B | 0.59% | |
| 23 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.49% | |
| 24 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.49% | |
| 25 | LPATWO | 1,000,000 | $9.8B | 0.49% | |
| 26 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.49% | |
| 27 | OKLOALTC ACQUISITION CORP | 1,000,000 | $9.8B | 0.49% | |
| 28 | METAMETA PLATFORMS INC | 42,131 | $9.4B | 0.47% | |
| 29 | XLESELECT SECTOR SPDR TR | 121,000 | $9.2B | 0.46% | |
| 30 | —MARLIN TECHNOLOGY CORP | 600,000 | $5.9B | 0.29% | |
| 31 | —CRUCIBLE ACQUISITION CORP | 600,000 | $5.9B | 0.29% | |
| 32 | VTYVERINT SYS INC | 100,000 | $5.2B | 0.26% | |
| 33 | MSFTMICROSOFT CORP | 15,928 | $4.9B | 0.25% | |
| 34 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.9B | 0.24% | |
| 35 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.20% | |
| 36 | TENBTENABLE HLDGS INC | 66,000 | $3.8B | 0.19% | |
| 37 | AMPLAMPLITUDE INC | 180,000 | $3.3B | 0.17% | |
| 38 | —FINSERV ACQUISITION CORP II | 300,000 | $2.9B | 0.15% | |
| 39 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.5B | 0.12% | |
| 40 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.07% | |
| 41 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.07% | |
| 42 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.06% | |
| 43 | —SVF INVESTMENT CORP 3 | 50,000 | $496.0M | 0.02% | |
| 44 | —SVF INVESTMENT CORP 2 | 50,000 | $492.0M | 0.02% | |
| 45 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $299.0M | 0.01% | |
| 46 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $141.0M | 0.01% | |
| 47 | —NORTHERN STAR INVEST CORP IV | 250,000 | $113.0M | 0.01% | |
| 48 | —NORTHERN STAR INVEST CORP II | 250,000 | $106.0M | 0.01% | |
| 49 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $98.0M | 0.00% | |
| 50 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $98.0M | 0.00% | |
| 51 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $97.0M | 0.00% | |
| 52 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $95.0M | 0.00% | |
| 53 | —CRUCIBLE ACQUISITION CORP | 200,000 | $66.0M | 0.00% | |
| 54 | —ARROWROOT ACQUISITION CORP | 250,000 | $61.0M | 0.00% | |
| 55 | —MARLIN TECHNOLOGY CORP | 200,000 | $59.0M | 0.00% | |
| 56 | —KKR ACQUISITION HOLDING I CO | 62,500 | $42.0M | 0.00% | |
| 57 | —ATLAS CREST INVESTMENT CORP | 100,000 | $33.0M | 0.00% | |
| 58 | —FINSERV ACQUISITION CORP II | 75,000 | $26.0M | 0.00% | |
| 59 | —KERNEL GROUP HOLDINGS INC | 75,000 | $21.0M | 0.00% | |
| 60 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $16.0M | 0.00% |