CADIAN CAPITAL MANAGEMENT, LP Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$2.2T
Holdings
28
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,362,800 | $296.4B | 13.37% | |
| 2 | PANWPALO ALTO NETWORKS INC | 1,318,316 | $268.6B | 12.11% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 1,149,422 | $168.1B | 7.58% | |
| 4 | —ZOGENIX INC | 3,285,410 | $157.0B | 7.08% | |
| 5 | ZNGAEURZYNGA INC | 20,825,037 | $127.7B | 5.76% | |
| 6 | NBISYANDEX N V | 3,265,000 | $124.1B | 5.59% | |
| 7 | —PORTOLA PHARMACEUTICALS INC | 4,091,687 | $111.0B | 5.01% | |
| 8 | RDWRRADWARE LTD | 4,333,149 | $107.2B | 4.83% | |
| 9 | PEGAPEGASYSTEMS INC | 1,473,200 | $104.9B | 4.73% | |
| 10 | METAFACEBOOK INC | 500,000 | $96.5B | 4.35% | |
| 11 | SRPTSAREPTA THERAPEUTICS INC | 548,500 | $83.3B | 3.76% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 200,000 | $79.0B | 3.56% | |
| 13 | NFLXNETFLIX INC | 175,000 | $64.3B | 2.90% | |
| 14 | VRNSVARONIS SYS INC | 989,553 | $61.3B | 2.76% | |
| 15 | BKNGBOOKING HLDGS INC | 30,000 | $56.2B | 2.54% | |
| 16 | FTCHQFARFETCH LTD | 2,500,000 | $52.0B | 2.34% | |
| 17 | GWREGUIDEWIRE SOFTWARE INC | 493,700 | $50.1B | 2.26% | |
| 18 | 2L9BLUEPRINT MEDICINES CORP | 523,261 | $49.4B | 2.23% | |
| 19 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,527,209 | $46.4B | 2.09% | |
| 20 | —GENMARK DIAGNOSTICS INC | 5,640,748 | $36.6B | 1.65% | |
| 21 | PAGSPAGSEGURO DIGITAL LTD | 624,169 | $24.3B | 1.10% | |
| 22 | HHR1USDHEADHUNTER GROUP PLC | 910,000 | $14.8B | 0.67% | |
| 23 | CVSCVS HEALTH CORP | 200,000 | $10.9B | 0.49% | |
| 24 | XRAYDENTSPLY SIRONA INC | 140,000 | $8.2B | 0.37% | |
| 25 | AM6AMICUS THERAPEUTICS INC | 600,000 | $7.5B | 0.34% | |
| 26 | —GTT COMMUNICATIONS INC | 350,000 | $6.2B | 0.28% | |
| 27 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 148,459 | $5.6B | 0.25% | |
| 28 | —ACCELERATE DIAGNOSTICS INC | 16,825 | $385.0M | 0.02% |