CADIAN CAPITAL MANAGEMENT, LP Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$2.1T
Holdings
26
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,522,558 | $331.9B | 15.78% | |
| 2 | PANWPALO ALTO NETWORKS INC | 1,272,816 | $259.4B | 12.33% | |
| 3 | ZNGAEURZYNGA INC | 28,493,500 | $165.8B | 7.88% | |
| 4 | —ZOGENIX INC | 3,473,695 | $139.1B | 6.61% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 1,130,000 | $128.8B | 6.12% | |
| 6 | VRNSVARONIS SYS INC | 1,895,991 | $113.3B | 5.39% | |
| 7 | 2L9BLUEPRINT MEDICINES CORP | 1,418,704 | $104.2B | 4.96% | |
| 8 | RDWRRADWARE LTD | 4,232,009 | $102.7B | 4.88% | |
| 9 | PEGAPEGASYSTEMS INC | 1,451,513 | $98.8B | 4.70% | |
| 10 | —PORTOLA PHARMACEUTICALS INC | 3,667,037 | $98.3B | 4.68% | |
| 11 | SRPTSAREPTA THERAPEUTICS INC | 1,252,500 | $94.3B | 4.48% | |
| 12 | ZEN1EURZENDESK INC | 1,061,400 | $77.4B | 3.68% | |
| 13 | BKNGBOOKING HLDGS INC | 30,000 | $58.9B | 2.80% | |
| 14 | GWREGUIDEWIRE SOFTWARE INC | 556,096 | $58.6B | 2.79% | |
| 15 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,476,069 | $53.5B | 2.54% | |
| 16 | NBISYANDEX N V | 1,370,000 | $48.0B | 2.28% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 110,000 | $45.3B | 2.16% | |
| 18 | —GENMARK DIAGNOSTICS INC | 5,643,118 | $34.2B | 1.63% | |
| 19 | EBEVENTBRITE INC | 1,535,000 | $27.2B | 1.29% | |
| 20 | HHR1USDHEADHUNTER GROUP PLC | 910,000 | $17.6B | 0.83% | |
| 21 | CVSCVS HEALTH CORP | 200,000 | $12.6B | 0.60% | |
| 22 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 459,000 | $8.6B | 0.41% | |
| 23 | AM6AMICUS THERAPEUTICS INC | 1,000,000 | $8.0B | 0.38% | |
| 24 | METAFACEBOOK INC | 45,000 | $8.0B | 0.38% | |
| 25 | EOLSEVOLUS INC | 334,396 | $5.2B | 0.25% | |
| 26 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 90,959 | $3.8B | 0.18% |