CADIAN CAPITAL MANAGEMENT, LP Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$2.6T
Holdings
66
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLANUSDANAPLAN INC | 5,317,158 | $323.8B | 12.22% | |
| 2 | PANWPALO ALTO NETWORKS INC | 571,185 | $273.6B | 10.33% | |
| 3 | LBRDKLIBERTY BROADBAND CORP | 1,460,935 | $252.3B | 9.53% | |
| 4 | UBERUBER TECHNOLOGIES INC | 5,420,516 | $242.8B | 9.17% | |
| 5 | ZEN1EURZENDESK INC | 1,418,826 | $165.1B | 6.23% | |
| 6 | BKNGBOOKING HOLDINGS INC | 66,000 | $156.7B | 5.92% | |
| 7 | 2L9BLUEPRINT MEDICINES CORP | 1,052,203 | $108.2B | 4.08% | |
| 8 | METAFACEBOOK INC | 295,958 | $100.4B | 3.79% | |
| 9 | FISFIDELITY NATL INFORMATION SV | 814,665 | $99.1B | 3.74% | |
| 10 | GOOGLALPHABET INC | 36,125 | $96.6B | 3.65% | |
| 11 | GENIGENIUS SPORTS LIMITED | 4,120,603 | $76.9B | 2.90% | |
| 12 | NBISYANDEX N V | 934,000 | $74.4B | 2.81% | |
| 13 | —1LIFE HEALTHCARE INC | 3,580,284 | $72.5B | 2.74% | |
| 14 | NYTNEW YORK TIMES CO | 1,355,260 | $66.8B | 2.52% | |
| 15 | MTCHMATCH GROUP INC NEW | 335,000 | $52.6B | 1.99% | |
| 16 | —ZOGENIX INC | 3,207,102 | $48.7B | 1.84% | |
| 17 | ACVAACV AUCTIONS INC | 2,521,000 | $45.1B | 1.70% | |
| 18 | ALITALIGHT INC | 3,500,000 | $40.2B | 1.52% | |
| 19 | EBEVENTBRITE INC | 1,794,304 | $33.9B | 1.28% | |
| 20 | DASHDOORDASH INC | 131,734 | $27.1B | 1.02% | |
| 21 | —TCV ACQUISITION CORP | 2,750,000 | $26.9B | 1.02% | |
| 22 | ETSYETSY INC | 112,349 | $23.4B | 0.88% | |
| 23 | COUPEURCOUPA SOFTWARE INC | 105,000 | $23.0B | 0.87% | |
| 24 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.7B | 0.86% | |
| 25 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $22.5B | 0.85% | |
| 26 | KLTRKALTURA INC | 1,448,616 | $14.9B | 0.56% | |
| 27 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.7B | 0.55% | |
| 28 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.6B | 0.55% | |
| 29 | RFLRAFAEL HLDGS INC | 381,930 | $11.7B | 0.44% | |
| 30 | —AUSTERLITZ ACQUISITION CORP | 1,000,000 | $9.9B | 0.38% | |
| 31 | OKLOALTC ACQUISITION CORP | 1,000,000 | $9.8B | 0.37% | |
| 32 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.37% | |
| 33 | LPATWO | 1,000,000 | $9.8B | 0.37% | |
| 34 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.37% | |
| 35 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.37% | |
| 36 | RDWRRADWARE LTD | 238,151 | $8.0B | 0.30% | |
| 37 | PTONPELOTON INTERACTIVE INC | 75,000 | $6.5B | 0.25% | |
| 38 | —CRUCIBLE ACQUISITION CORP | 600,000 | $5.9B | 0.22% | |
| 39 | —MARLIN TECHNOLOGY CORP | 600,000 | $5.9B | 0.22% | |
| 40 | MSFTMICROSOFT CORP | 17,698 | $5.0B | 0.19% | |
| 41 | OLPXOLAPLEX HLDGS INC | 200,000 | $4.9B | 0.18% | |
| 42 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.9B | 0.18% | |
| 43 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.15% | |
| 44 | —FINSERV ACQUISITION CORP II | 300,000 | $2.9B | 0.11% | |
| 45 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.4B | 0.09% | |
| 46 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.06% | |
| 47 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.06% | |
| 48 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.05% | |
| 49 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $602.0M | 0.02% | |
| 50 | —SVF INVESTMENT CORP 3 | 50,000 | $492.0M | 0.02% | |
| 51 | —SVF INVESTMENT CORP 2 | 50,000 | $491.0M | 0.02% | |
| 52 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $419.0M | 0.02% | |
| 53 | —NORTHERN STAR INVEST CORP II | 250,000 | $254.0M | 0.01% | |
| 54 | —NORTHERN STAR INVEST CORP IV | 250,000 | $229.0M | 0.01% | |
| 55 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $223.0M | 0.01% | |
| 56 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $186.0M | 0.01% | |
| 57 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $175.0M | 0.01% | |
| 58 | —CRUCIBLE ACQUISITION CORP | 200,000 | $169.0M | 0.01% | |
| 59 | —MARLIN TECHNOLOGY CORP | 200,000 | $164.0M | 0.01% | |
| 60 | —ARROWROOT ACQUISITION CORP | 250,000 | $145.0M | 0.01% | |
| 61 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $102.0M | 0.00% | |
| 62 | —ATLAS CREST INVESTMENT CORP | 100,000 | $85.0M | 0.00% | |
| 63 | —FINSERV ACQUISITION CORP II | 75,000 | $67.0M | 0.00% | |
| 64 | —KKR ACQUISITION HOLDING I CO | 62,500 | $60.0M | 0.00% | |
| 65 | —KERNEL GROUP HOLDINGS INC | 75,000 | $45.0M | 0.00% | |
| 66 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $36.0M | 0.00% |