CADIAN CAPITAL MANAGEMENT, LP Q2 2017 Filing
Filed August 11, 2017
Portfolio Value
$2.1T
Holdings
40
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAZZJAZZ PHARMACEUTICALS PLC | 1,392,575 | $216.5B | 10.55% | |
| 2 | PANWPALO ALTO NETWORKS INC | 1,461,118 | $195.5B | 9.53% | |
| 3 | AABAUSDALTABA INC | 2,985,000 | $162.6B | 7.92% | |
| 4 | —ELECTRONICS FOR IMAGING INC | 2,540,116 | $120.4B | 5.86% | |
| 5 | DATATABLEAU SOFTWARE INC | 1,605,000 | $98.3B | 4.79% | |
| 6 | VRNSVARONIS SYS INC | 2,403,378 | $89.4B | 4.36% | |
| 7 | ZAYOEURZAYO GROUP HLDGS INC | 2,663,095 | $82.3B | 4.01% | |
| 8 | RDWRRADWARE LTD | 4,299,707 | $75.4B | 3.67% | |
| 9 | NBISYANDEX N V | 2,846,782 | $74.7B | 3.64% | |
| 10 | METAFACEBOOK INC | 478,500 | $72.2B | 3.52% | |
| 11 | CICIGNA CORPORATION | 420,000 | $70.3B | 3.43% | |
| 12 | ETSYETSY INC | 4,471,258 | $67.1B | 3.27% | |
| 13 | IACIEURIAC INTERACTIVECORP | 552,205 | $57.0B | 2.78% | |
| 14 | TMUST MOBILE US INC | 809,798 | $49.1B | 2.39% | |
| 15 | ZEN1EURZENDESK INC | 1,722,534 | $47.9B | 2.33% | |
| 16 | —GENMARK DIAGNOSTICS INC | 3,985,360 | $47.1B | 2.30% | |
| 17 | VISNCOMMSCOPE HLDG CO INC | 1,220,000 | $46.4B | 2.26% | |
| 18 | ZNGAEURZYNGA INC | 11,682,518 | $42.5B | 2.07% | |
| 19 | PROPROS HOLDINGS INC | 1,401,005 | $38.4B | 1.87% | |
| 20 | LBRDKLIBERTY BROADBAND CORP | 430,810 | $37.4B | 1.82% | |
| 21 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,094,408 | $34.6B | 1.69% | |
| 22 | —TALEND S A | 981,393 | $34.1B | 1.66% | |
| 23 | COLLCOLLEGIUM PHARMACEUTICAL INC | 2,258,101 | $28.2B | 1.38% | |
| 24 | GOOGLALPHABET INC | 27,200 | $25.3B | 1.23% | |
| 25 | PYPLPAYPAL HLDGS INC | 470,697 | $25.3B | 1.23% | |
| 26 | GOOGALPHABET INC | 25,650 | $23.3B | 1.14% | |
| 27 | 2L9BLUEPRINT MEDICINES CORP | 457,102 | $23.2B | 1.13% | |
| 28 | ALXNALEXION PHARMACEUTICALS INC | 175,000 | $21.3B | 1.04% | |
| 29 | SRPTSAREPTA THERAPEUTICS INC | 621,458 | $20.9B | 1.02% | |
| 30 | —APPTIO INC | 1,185,074 | $20.6B | 1.00% | |
| 31 | AMTAMERICAN TOWER CORP NEW | 150,785 | $20.0B | 0.97% | |
| 32 | —PORTOLA PHARMACEUTICALS INC | 326,043 | $18.3B | 0.89% | |
| 33 | FWONALIBERTY MEDIA CORP DELAWARE | 455,000 | $16.7B | 0.81% | |
| 34 | TWXCHFTIME WARNER INC | 150,000 | $15.1B | 0.73% | |
| 35 | —EMERALD EXPOSITIONS EVENTS I | 499,900 | $10.9B | 0.53% | |
| 36 | WWAYFAIR INC | 99,800 | $7.7B | 0.37% | |
| 37 | —BARRACUDA NETWORKS INC | 325,000 | $7.5B | 0.37% | |
| 38 | SG7SAGE THERAPEUTICS INC | 54,625 | $4.3B | 0.21% | |
| 39 | BABAALIBABA GROUP HLDG LTD | 20,000 | $2.8B | 0.14% | |
| 40 | —SPARK THERAPEUTICS INC | 30,000 | $1.8B | 0.09% |