CADIAN CAPITAL MANAGEMENT, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2484.3T
Holdings
32
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,204,676 | $282.4T | 11.37% | |
| 2 | CTLTEURCATALENT INC | 5,304,784 | $241.5T | 9.72% | |
| 3 | PLNTPLANET FITNESS INC | 4,043,507 | $198.9T | 8.00% | |
| 4 | PCORPROCORE TECHNOLOGIES INC | 3,026,123 | $197.7T | 7.96% | |
| 5 | HUBSHUBSPOT INC | 337,217 | $166.1T | 6.69% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 9,765,615 | $160.2T | 6.45% | |
| 7 | BRZEBRAZE INC | 3,347,838 | $156.4T | 6.30% | |
| 8 | CXMSPRINKLR INC | 11,204,601 | $155.1T | 6.24% | |
| 9 | PEGAPEGASYSTEMS INC | 3,431,228 | $148.9T | 6.00% | |
| 10 | VRNSVARONIS SYS INC | 3,574,334 | $109.2T | 4.39% | |
| 11 | NYTNEW YORK TIMES CO | 2,400,000 | $98.9T | 3.98% | |
| 12 | GOOGLALPHABET INC | 724,818 | $94.8T | 3.82% | |
| 13 | CRTOCRITEO S A | 2,487,803 | $72.6T | 2.92% | |
| 14 | HHYATT HOTELS CORP | 621,800 | $66.0T | 2.66% | |
| 15 | CMRCBIGCOMMERCE HLDGS INC | 6,648,530 | $65.6T | 2.64% | |
| 16 | MIRMMIRUM PHARMACEUTICALS INC | 1,434,922 | $45.3T | 1.83% | |
| 17 | DDOGDATADOG INC | 497,000 | $45.3T | 1.82% | |
| 18 | CYRXCRYOPORT INC | 2,656,739 | $36.4T | 1.47% | |
| 19 | MSFTMICROSOFT CORP | 107,000 | $33.8T | 1.36% | |
| 20 | LM0CLIBERTY MEDIA CORP DEL | 1,256,008 | $32.0T | 1.29% | |
| 21 | —LIBERTY MEDIA CORP DEL | 1,090,376 | $27.8T | 1.12% | |
| 22 | PROPROS HOLDINGS INC | 387,212 | $13.4T | 0.54% | |
| 23 | SIRIEURSIRIUS XM HOLDINGS INC | 1,975,390 | $8.9T | 0.36% | |
| 24 | FIVNFIVE9 INC | 85,000 | $5.5T | 0.22% | |
| 25 | AIC3 AI INC | 200,000 | $5.1T | 0.21% | |
| 26 | CHPTCHARGEPOINT HOLDINGS INC | 1,000,000 | $5.0T | 0.20% | |
| 27 | LUCKBOWLERO CORP | 500,000 | $4.8T | 0.19% | |
| 28 | CAVACAVA GROUP INC | 150,000 | $4.6T | 0.18% | |
| 29 | GMEGAMESTOP CORP NEW | 130,000 | $2.1T | 0.09% | |
| 30 | —ARROWROOT ACQUISITION CORP | 250,000 | $44.7B | 0.00% | |
| 31 | —KERNEL GROUP HOLDINGS INC | 75,000 | $5.2B | 0.00% | |
| 32 | —FINSERV ACQUISITION CORP II | 75,000 | $2.8B | 0.00% |