CADIAN CAPITAL MANAGEMENT, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2115.4T
Holdings
30
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 951,176 | $243.0T | 11.49% | |
| 2 | BRZEBRAZE INC | 4,684,768 | $205.1T | 9.70% | |
| 3 | PCORPROCORE TECHNOLOGIES INC | 2,773,123 | $180.4T | 8.53% | |
| 4 | PEGAPEGASYSTEMS INC | 3,487,351 | $171.9T | 8.13% | |
| 5 | HUBSHUBSPOT INC | 270,350 | $143.9T | 6.80% | |
| 6 | CXMSPRINKLR INC | 9,769,694 | $135.1T | 6.39% | |
| 7 | CTLTEURCATALENT INC | 2,778,034 | $120.5T | 5.69% | |
| 8 | GTMZOOMINFO TECHNOLOGIES INC | 4,634,615 | $117.7T | 5.56% | |
| 9 | NYTNEW YORK TIMES CO | 2,746,974 | $108.2T | 5.11% | |
| 10 | PLNTPLANET FITNESS INC | 1,527,500 | $103.0T | 4.87% | |
| 11 | UBERUBER TECHNOLOGIES INC | 2,359,800 | $101.9T | 4.82% | |
| 12 | GOOGLALPHABET INC | 767,818 | $91.9T | 4.34% | |
| 13 | VRNSVARONIS SYS INC | 2,655,000 | $70.8T | 3.34% | |
| 14 | HHYATT HOTELS CORP | 580,000 | $66.5T | 3.14% | |
| 15 | DDOGDATADOG INC | 545,000 | $53.6T | 2.53% | |
| 16 | CMRCBIGCOMMERCE HLDGS INC | 5,076,592 | $50.5T | 2.39% | |
| 17 | CRTOCRITEO S A | 1,100,000 | $37.1T | 1.75% | |
| 18 | MSFTMICROSOFT CORP | 107,000 | $36.4T | 1.72% | |
| 19 | MIRMMIRUM PHARMACEUTICALS INC | 1,264,922 | $32.7T | 1.55% | |
| 20 | CYRXCRYOPORT INC | 667,141 | $11.5T | 0.54% | |
| 21 | AIC3 AI INC | 230,000 | $8.4T | 0.40% | |
| 22 | AMCAMC ENTMT HLDGS INC | 1,763,000 | $7.8T | 0.37% | |
| 23 | FIVNFIVE9 INC | 85,000 | $7.0T | 0.33% | |
| 24 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,000,000 | $4.0T | 0.19% | |
| 25 | EBEVENTBRITE INC | 336,829 | $3.2T | 0.15% | |
| 26 | GMEGAMESTOP CORP NEW | 130,000 | $3.2T | 0.15% | |
| 27 | —ARROWROOT ACQUISITION CORP | 250,000 | $57.3B | 0.00% | |
| 28 | —NORTHERN STAR INVEST CORP IV | 250,000 | $14.5B | 0.00% | |
| 29 | —KERNEL GROUP HOLDINGS INC | 75,000 | $8.2B | 0.00% | |
| 30 | —FINSERV ACQUISITION CORP II | 75,000 | $2.1B | 0.00% |