CADIAN CAPITAL MANAGEMENT, LP Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$2.2T
Holdings
27
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,210,630 | $262.4B | 11.92% | |
| 2 | PANWPALO ALTO NETWORKS INC | 732,359 | $165.0B | 7.49% | |
| 3 | —ELECTRONICS FOR IMAGING INC | 4,219,529 | $143.8B | 6.53% | |
| 4 | NBISYANDEX N V | 4,047,548 | $133.1B | 6.05% | |
| 5 | DATATABLEAU SOFTWARE INC | 1,173,357 | $131.1B | 5.96% | |
| 6 | BKNGBOOKING HLDGS INC | 64,000 | $127.0B | 5.77% | |
| 7 | AABAUSDALTABA INC | 1,760,925 | $120.0B | 5.45% | |
| 8 | —PORTOLA PHARMACEUTICALS INC | 4,153,395 | $110.6B | 5.02% | |
| 9 | ZNGAEURZYNGA INC | 27,273,890 | $109.4B | 4.97% | |
| 10 | —ZOGENIX INC | 2,186,183 | $108.4B | 4.93% | |
| 11 | GOOGLALPHABET INC | 72,000 | $86.9B | 3.95% | |
| 12 | PEGAPEGASYSTEMS INC | 1,155,000 | $72.3B | 3.28% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 350,000 | $63.3B | 2.88% | |
| 14 | SRPTSAREPTA THERAPEUTICS INC | 387,600 | $62.6B | 2.84% | |
| 15 | METAFACEBOOK INC | 380,000 | $62.5B | 2.84% | |
| 16 | RDWRRADWARE LTD | 2,349,775 | $62.2B | 2.83% | |
| 17 | ZAYOEURZAYO GROUP HLDGS INC | 1,670,000 | $58.0B | 2.63% | |
| 18 | MLB1MERCADOLIBRE INC | 165,000 | $56.2B | 2.55% | |
| 19 | AMTAMERICAN TOWER CORP NEW | 380,000 | $55.2B | 2.51% | |
| 20 | PAGSPAGSEGURO DIGITAL LTD | 1,986,896 | $55.0B | 2.50% | |
| 21 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,334,574 | $41.6B | 1.89% | |
| 22 | ZEN1EURZENDESK INC | 445,000 | $31.6B | 1.44% | |
| 23 | —GENMARK DIAGNOSTICS INC | 3,830,399 | $28.2B | 1.28% | |
| 24 | CHTRCHARTER COMMUNICATIONS INC N | 56,000 | $18.2B | 0.83% | |
| 25 | GWREGUIDEWIRE SOFTWARE INC | 150,000 | $15.2B | 0.69% | |
| 26 | INCYINCYTE CORP | 175,000 | $12.1B | 0.55% | |
| 27 | —INTERSECT ENT INC | 334,514 | $9.6B | 0.44% |