CADIAN CAPITAL MANAGEMENT, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.7T
Holdings
56
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,515,866 | $248.3B | 14.51% | |
| 2 | BKNGBOOKING HOLDINGS INC | 106,148 | $174.4B | 10.19% | |
| 3 | BRZEBRAZE INC | 4,622,677 | $161.0B | 9.41% | |
| 4 | COUPEURCOUPA SOFTWARE INC | 1,935,230 | $113.8B | 6.65% | |
| 5 | UBERUBER TECHNOLOGIES INC | 3,916,700 | $103.8B | 6.07% | |
| 6 | 2L9BLUEPRINT MEDICINES CORP | 1,459,431 | $96.2B | 5.62% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 1,896,724 | $93.8B | 5.48% | |
| 8 | NYTNEW YORK TIMES CO | 2,746,974 | $79.0B | 4.62% | |
| 9 | CXMSPRINKLR INC | 8,539,224 | $78.7B | 4.60% | |
| 10 | HUBSHUBSPOT INC | 277,950 | $75.1B | 4.39% | |
| 11 | GOOGLALPHABET INC | 678,000 | $64.9B | 3.79% | |
| 12 | EBEVENTBRITE INC | 8,010,707 | $48.7B | 2.85% | |
| 13 | PEGAPEGASYSTEMS INC | 1,247,500 | $40.1B | 2.34% | |
| 14 | AMPLAMPLITUDE INC | 2,235,149 | $34.6B | 2.02% | |
| 15 | PLNTPLANET FITNESS INC | 520,500 | $30.0B | 1.75% | |
| 16 | MIRMMIRUM PHARMACEUTICALS INC | 1,364,786 | $28.7B | 1.68% | |
| 17 | MSFTMICROSOFT CORP | 120,428 | $28.0B | 1.64% | |
| 18 | —TCV ACQUISITION CORP | 2,750,000 | $26.9B | 1.58% | |
| 19 | RAREULTRAGENYX PHARMACEUTICAL IN | 627,203 | $26.0B | 1.52% | |
| 20 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.8B | 1.33% | |
| 21 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.8B | 0.86% | |
| 22 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.7B | 0.86% | |
| 23 | VRNSVARONIS SYS INC | 491,610 | $13.0B | 0.76% | |
| 24 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.9B | 0.58% | |
| 25 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.9B | 0.58% | |
| 26 | LPATWO | 1,000,000 | $9.9B | 0.58% | |
| 27 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.57% | |
| 28 | OKLOALTC ACQUISITION CORP | 1,000,000 | $9.8B | 0.57% | |
| 29 | PROPROS HOLDINGS INC | 279,883 | $6.9B | 0.40% | |
| 30 | —CRUCIBLE ACQUISITION CORP | 600,000 | $6.0B | 0.35% | |
| 31 | —MARLIN TECHNOLOGY CORP | 600,000 | $6.0B | 0.35% | |
| 32 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.9B | 0.29% | |
| 33 | AMZNAMAZON COM INC | 42,150 | $4.8B | 0.28% | |
| 34 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.23% | |
| 35 | —FINSERV ACQUISITION CORP II | 300,000 | $3.0B | 0.17% | |
| 36 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.5B | 0.14% | |
| 37 | SPOTSPOTIFY TECHNOLOGY S A | 18,000 | $1.6B | 0.09% | |
| 38 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.09% | |
| 39 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.09% | |
| 40 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.07% | |
| 41 | —SVF INVESTMENT CORP 2 | 50,000 | $496.0M | 0.03% | |
| 42 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $99.0M | 0.01% | |
| 43 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $78.0M | 0.00% | |
| 44 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $25.0M | 0.00% | |
| 45 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $22.0M | 0.00% | |
| 46 | —NORTHERN STAR INVEST CORP IV | 250,000 | $18.0M | 0.00% | |
| 47 | —MARLIN TECHNOLOGY CORP | 200,000 | $16.0M | 0.00% | |
| 48 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $14.0M | 0.00% | |
| 49 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $12.0M | 0.00% | |
| 50 | —NORTHERN STAR INVEST CORP II | 250,000 | $12.0M | 0.00% | |
| 51 | —ARROWROOT ACQUISITION CORP | 250,000 | $8.0M | 0.00% | |
| 52 | —KKR ACQUISITION HOLDING I CO | 62,500 | $7.0M | 0.00% | |
| 53 | —ATLAS CREST INVESTMENT CORP | 100,000 | $5.0M | 0.00% | |
| 54 | —FINSERV ACQUISITION CORP II | 75,000 | $3.0M | 0.00% | |
| 55 | —KERNEL GROUP HOLDINGS INC | 75,000 | $2.0M | 0.00% | |
| 56 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $0 | 0.00% |