CADIAN CAPITAL MANAGEMENT, LP Q2 2018 Filing
Filed August 13, 2018
Portfolio Value
$2.1T
Holdings
25
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,910,237 | $291.3B | 14.02% | |
| 2 | PANWPALO ALTO NETWORKS INC | 908,690 | $186.7B | 8.99% | |
| 3 | ZAYOEURZAYO GROUP HLDGS INC | 4,000,000 | $145.9B | 7.02% | |
| 4 | BKNGBOOKING HLDGS INC | 67,000 | $135.8B | 6.54% | |
| 5 | —ELECTRONICS FOR IMAGING INC | 4,066,977 | $132.4B | 6.37% | |
| 6 | JAZZJAZZ PHARMACEUTICALS PLC | 725,092 | $124.9B | 6.01% | |
| 7 | DATATABLEAU SOFTWARE INC | 970,000 | $94.8B | 4.56% | |
| 8 | RDWRRADWARE LTD | 3,628,284 | $91.7B | 4.42% | |
| 9 | —ZOGENIX INC | 2,051,934 | $90.7B | 4.37% | |
| 10 | AMTAMERICAN TOWER CORP NEW | 610,000 | $87.9B | 4.23% | |
| 11 | METAFACEBOOK INC | 450,000 | $87.4B | 4.21% | |
| 12 | —PORTOLA PHARMACEUTICALS INC | 2,280,201 | $86.1B | 4.15% | |
| 13 | ZNGAEURZYNGA INC | 21,150,000 | $86.1B | 4.14% | |
| 14 | NBISYANDEX N V | 2,299,000 | $82.5B | 3.97% | |
| 15 | GOOGLALPHABET INC | 62,600 | $70.7B | 3.40% | |
| 16 | ZEN1EURZENDESK INC | 963,339 | $52.5B | 2.53% | |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 275,000 | $46.3B | 2.23% | |
| 18 | PAGSPAGSEGURO DIGITAL LTD | 1,500,000 | $41.6B | 2.00% | |
| 19 | SRPTSAREPTA THERAPEUTICS INC | 280,000 | $37.0B | 1.78% | |
| 20 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,155,490 | $29.5B | 1.42% | |
| 21 | —GENMARK DIAGNOSTICS INC | 4,479,615 | $28.6B | 1.38% | |
| 22 | AABAUSDALTABA INC | 275,000 | $20.1B | 0.97% | |
| 23 | —INTERSECT ENT INC | 334,514 | $12.5B | 0.60% | |
| 24 | BABAALIBABA GROUP HLDG LTD | 40,000 | $7.4B | 0.36% | |
| 25 | ARGXARGENX SE | 80,000 | $6.6B | 0.32% |