CADIAN CAPITAL MANAGEMENT, LP Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$2.4T
Holdings
23
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZEN1EURZENDESK INC | 2,738,584 | $242.4B | 10.08% | |
| 2 | VRNSVARONIS SYS INC | 2,581,644 | $228.4B | 9.50% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 1,609,000 | $215.8B | 8.97% | |
| 4 | IACIEURIAC INTERACTIVECORP | 616,432 | $199.4B | 8.29% | |
| 5 | WWEUSDWORLD WRESTLING ENTMT INC | 3,723,449 | $161.8B | 6.73% | |
| 6 | PEGAPEGASYSTEMS INC | 1,557,654 | $157.6B | 6.55% | |
| 7 | METAFACEBOOK INC | 650,000 | $147.6B | 6.14% | |
| 8 | ETSYETSY INC | 1,300,000 | $138.1B | 5.74% | |
| 9 | IAA-WUSDIAA INC | 3,276,994 | $126.4B | 5.25% | |
| 10 | ZNGAEURZYNGA INC | 11,850,000 | $113.0B | 4.70% | |
| 11 | UBERUBER TECHNOLOGIES INC | 3,300,000 | $102.6B | 4.26% | |
| 12 | 2L9BLUEPRINT MEDICINES CORP | 1,197,989 | $93.4B | 3.88% | |
| 13 | RDWRRADWARE LTD | 3,798,031 | $89.6B | 3.72% | |
| 14 | CHTRCHARTER COMMUNICATIONS INC N | 175,000 | $89.3B | 3.71% | |
| 15 | PLANUSDANAPLAN INC | 1,475,000 | $66.8B | 2.78% | |
| 16 | CALYCALLAWAY GOLF CO | 2,971,617 | $52.0B | 2.16% | |
| 17 | EBEVENTBRITE INC | 5,718,819 | $49.0B | 2.04% | |
| 18 | GOOGLALPHABET INC | 28,300 | $40.1B | 1.67% | |
| 19 | LBRDKLIBERTY BROADBAND CORP | 220,000 | $27.3B | 1.13% | |
| 20 | —ZOGENIX INC | 886,895 | $24.0B | 1.00% | |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 80,000 | $20.7B | 0.86% | |
| 22 | WWAYFAIR INC | 100,000 | $19.8B | 0.82% | |
| 23 | MRNAMODERNA INC | 10,000 | $642.0M | 0.03% |