CADIAN CAPITAL MANAGEMENT, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.5T
Holdings
56
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 553,500 | $273.4B | 18.47% | |
| 2 | UBERUBER TECHNOLOGIES INC | 6,480,949 | $132.6B | 8.96% | |
| 3 | BRZEBRAZE INC | 2,879,708 | $104.3B | 7.05% | |
| 4 | 2L9BLUEPRINT MEDICINES CORP | 2,020,629 | $102.1B | 6.89% | |
| 5 | BKNGBOOKING HOLDINGS INC | 53,437 | $93.5B | 6.31% | |
| 6 | EBEVENTBRITE INC | 7,324,935 | $75.2B | 5.08% | |
| 7 | GOOGLALPHABET INC | 32,948 | $71.8B | 4.85% | |
| 8 | NYTNEW YORK TIMES CO | 2,346,974 | $65.5B | 4.42% | |
| 9 | PCORPROCORE TECHNOLOGIES INC | 1,366,724 | $62.0B | 4.19% | |
| 10 | CXMSPRINKLR INC | 5,997,615 | $60.6B | 4.10% | |
| 11 | LBRDKLIBERTY BROADBAND CORP | 482,646 | $55.8B | 3.77% | |
| 12 | RAREULTRAGENYX PHARMACEUTICAL IN | 778,558 | $46.4B | 3.14% | |
| 13 | COUPEURCOUPA SOFTWARE INC | 550,000 | $31.4B | 2.12% | |
| 14 | MSFTMICROSOFT CORP | 120,428 | $30.9B | 2.09% | |
| 15 | HUBSHUBSPOT INC | 100,000 | $30.1B | 2.03% | |
| 16 | AMPLAMPLITUDE INC | 2,022,649 | $28.9B | 1.95% | |
| 17 | MIRMMIRUM PHARMACEUTICALS INC | 1,385,997 | $27.0B | 1.82% | |
| 18 | —TCV ACQUISITION CORP | 2,750,000 | $26.8B | 1.81% | |
| 19 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.7B | 1.53% | |
| 20 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.7B | 0.99% | |
| 21 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.7B | 0.99% | |
| 22 | VVISA INC | 63,000 | $12.4B | 0.84% | |
| 23 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.66% | |
| 24 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.66% | |
| 25 | LPATWO | 1,000,000 | $9.8B | 0.66% | |
| 26 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.66% | |
| 27 | OKLOALTC ACQUISITION CORP | 1,000,000 | $9.7B | 0.65% | |
| 28 | PEGAPEGASYSTEMS INC | 197,730 | $9.5B | 0.64% | |
| 29 | AMZNAMAZON COM INC | 60,000 | $6.4B | 0.43% | |
| 30 | —MARLIN TECHNOLOGY CORP | 600,000 | $5.9B | 0.40% | |
| 31 | —CRUCIBLE ACQUISITION CORP | 600,000 | $5.9B | 0.40% | |
| 32 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.9B | 0.33% | |
| 33 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.27% | |
| 34 | —FINSERV ACQUISITION CORP II | 300,000 | $2.9B | 0.20% | |
| 35 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.4B | 0.17% | |
| 36 | BILLBILL COM HLDGS INC | 15,000 | $1.6B | 0.11% | |
| 37 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.10% | |
| 38 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.10% | |
| 39 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.08% | |
| 40 | —SVF INVESTMENT CORP 2 | 50,000 | $491.0M | 0.03% | |
| 41 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $98.0M | 0.01% | |
| 42 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $71.0M | 0.00% | |
| 43 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $65.0M | 0.00% | |
| 44 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $58.0M | 0.00% | |
| 45 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $54.0M | 0.00% | |
| 46 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $50.0M | 0.00% | |
| 47 | —NORTHERN STAR INVEST CORP II | 250,000 | $50.0M | 0.00% | |
| 48 | —NORTHERN STAR INVEST CORP IV | 250,000 | $48.0M | 0.00% | |
| 49 | —MARLIN TECHNOLOGY CORP | 200,000 | $22.0M | 0.00% | |
| 50 | —KKR ACQUISITION HOLDING I CO | 62,500 | $22.0M | 0.00% | |
| 51 | —CRUCIBLE ACQUISITION CORP | 200,000 | $20.0M | 0.00% | |
| 52 | —ARROWROOT ACQUISITION CORP | 250,000 | $19.0M | 0.00% | |
| 53 | —FINSERV ACQUISITION CORP II | 75,000 | $13.0M | 0.00% | |
| 54 | —ATLAS CREST INVESTMENT CORP | 100,000 | $13.0M | 0.00% | |
| 55 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $12.0M | 0.00% | |
| 56 | —KERNEL GROUP HOLDINGS INC | 75,000 | $7.0M | 0.00% |