CADIAN CAPITAL MANAGEMENT, LP Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$3.1T
Holdings
26
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRNSVARONIS SYS INC | 2,310,604 | $266.7B | 8.68% | |
| 2 | ZEN1EURZENDESK INC | 2,530,000 | $260.4B | 8.48% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 2,686,856 | $249.1B | 8.11% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 1,630,000 | $240.0B | 7.81% | |
| 5 | PEGAPEGASYSTEMS INC | 1,803,366 | $218.3B | 7.11% | |
| 6 | ZNGAEURZYNGA INC | 18,500,000 | $168.7B | 5.49% | |
| 7 | UBERUBER TECHNOLOGIES INC | 4,525,000 | $165.1B | 5.37% | |
| 8 | LBRDKLIBERTY BROADBAND CORP | 1,137,052 | $162.5B | 5.29% | |
| 9 | METAFACEBOOK INC | 615,000 | $161.1B | 5.24% | |
| 10 | ETSYETSY INC | 1,315,000 | $159.9B | 5.21% | |
| 11 | WWEUSDWORLD WRESTLING ENTMT INC | 3,854,230 | $156.0B | 5.08% | |
| 12 | IAA-WUSDIAA INC | 2,457,141 | $127.9B | 4.17% | |
| 13 | NFLXNETFLIX INC | 215,000 | $107.5B | 3.50% | |
| 14 | RDWRRADWARE LTD | 4,380,953 | $106.2B | 3.46% | |
| 15 | PLANUSDANAPLAN INC | 1,585,000 | $99.2B | 3.23% | |
| 16 | CALYCALLAWAY GOLF CO | 5,168,939 | $98.9B | 3.22% | |
| 17 | —ZOGENIX INC | 3,550,000 | $63.7B | 2.07% | |
| 18 | EBEVENTBRITE INC | 5,796,819 | $62.9B | 2.05% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 200,000 | $48.5B | 1.58% | |
| 20 | OPTUALTICE USA INC | 1,750,000 | $45.5B | 1.48% | |
| 21 | VRSNVERISIGN INC | 180,000 | $36.9B | 1.20% | |
| 22 | GOOGLALPHABET INC | 21,750 | $31.9B | 1.04% | |
| 23 | PROPROS HOLDINGS INC | 410,365 | $13.1B | 0.43% | |
| 24 | PANWPALO ALTO NETWORKS INC | 43,000 | $10.5B | 0.34% | |
| 25 | FFIVF5 NETWORKS INC | 85,000 | $10.4B | 0.34% | |
| 26 | —ACCELERATE DIAGNOSTICS INC | 89,466 | $954.0M | 0.03% |