CADIAN CAPITAL MANAGEMENT, LP Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$2.3T
Holdings
58
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 737,896 | $273.8B | 12.16% | |
| 2 | LBRDKLIBERTY BROADBAND CORP | 1,320,154 | $229.3B | 10.18% | |
| 3 | UBERUBER TECHNOLOGIES INC | 4,461,947 | $223.6B | 9.93% | |
| 4 | ZEN1EURZENDESK INC | 1,504,415 | $217.1B | 9.64% | |
| 5 | PLANUSDANAPLAN INC | 3,135,434 | $167.1B | 7.42% | |
| 6 | METAFACEBOOK INC | 336,802 | $117.1B | 5.20% | |
| 7 | 2L9BLUEPRINT MEDICINES CORP | 1,321,313 | $116.2B | 5.16% | |
| 8 | BKNGBOOKING HOLDINGS INC | 42,514 | $93.0B | 4.13% | |
| 9 | GOOGLALPHABET INC | 36,004 | $87.9B | 3.90% | |
| 10 | ETSYETSY INC | 418,993 | $86.2B | 3.83% | |
| 11 | FISFIDELITY NATL INFORMATION SV | 574,665 | $81.4B | 3.61% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 291,322 | $80.3B | 3.56% | |
| 13 | —ZOGENIX INC | 3,175,431 | $54.9B | 2.44% | |
| 14 | DASHDOORDASH INC | 289,350 | $51.6B | 2.29% | |
| 15 | ZNGAEURZYNGA INC | 4,051,411 | $43.1B | 1.91% | |
| 16 | NBISYANDEX N V | 592,000 | $41.9B | 1.86% | |
| 17 | NYTNEW YORK TIMES CO | 910,260 | $39.6B | 1.76% | |
| 18 | —TCV ACQUISITION CORP | 2,750,000 | $27.3B | 1.21% | |
| 19 | EBEVENTBRITE INC | 1,383,486 | $26.3B | 1.17% | |
| 20 | FIVNFIVE9 INC | 125,130 | $22.9B | 1.02% | |
| 21 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.6B | 1.00% | |
| 22 | RDWRRADWARE LTD | 509,291 | $15.7B | 0.70% | |
| 23 | GENIGENIUS SPORTS LIMITED | 788,810 | $14.8B | 0.66% | |
| 24 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.8B | 0.66% | |
| 25 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.7B | 0.65% | |
| 26 | —AUSTERLITZ ACQUISITION CORP | 1,000,000 | $9.9B | 0.44% | |
| 27 | LPATWO | 1,000,000 | $9.8B | 0.44% | |
| 28 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.44% | |
| 29 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.43% | |
| 30 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.43% | |
| 31 | —CRUCIBLE ACQUISITION CORP | 600,000 | $5.8B | 0.26% | |
| 32 | —MARLIN TECHNOLOGY CORP | 600,000 | $5.8B | 0.26% | |
| 33 | PAYOPAYONEER GLOBAL INC | 500,000 | $5.1B | 0.23% | |
| 34 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.8B | 0.21% | |
| 35 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.17% | |
| 36 | —FINSERV ACQUISITION CORP II | 300,000 | $2.9B | 0.13% | |
| 37 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.5B | 0.11% | |
| 38 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.07% | |
| 39 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.06% | |
| 40 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.05% | |
| 41 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $764.0M | 0.03% | |
| 42 | —SVF INVESTMENT CORP 2 | 50,000 | $498.0M | 0.02% | |
| 43 | —SVF INVESTMENT CORP 3 | 50,000 | $497.0M | 0.02% | |
| 44 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $450.0M | 0.02% | |
| 45 | —NORTHERN STAR INVEST CORP IV | 250,000 | $330.0M | 0.01% | |
| 46 | —NORTHERN STAR INVEST CORP II | 250,000 | $321.0M | 0.01% | |
| 47 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $284.0M | 0.01% | |
| 48 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $282.0M | 0.01% | |
| 49 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $266.0M | 0.01% | |
| 50 | —MARLIN TECHNOLOGY CORP | 200,000 | $237.0M | 0.01% | |
| 51 | —CRUCIBLE ACQUISITION CORP | 200,000 | $207.0M | 0.01% | |
| 52 | —ARROWROOT ACQUISITION CORP | 250,000 | $195.0M | 0.01% | |
| 53 | —ATLAS CREST INVESTMENT CORP | 100,000 | $116.0M | 0.01% | |
| 54 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $102.0M | 0.00% | |
| 55 | —FINSERV ACQUISITION CORP II | 75,000 | $89.0M | 0.00% | |
| 56 | —KERNEL GROUP HOLDINGS INC | 75,000 | $78.0M | 0.00% | |
| 57 | —KKR ACQUISITION HOLDING I CO | 62,500 | $73.0M | 0.00% | |
| 58 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $53.0M | 0.00% |