CADIAN CAPITAL MANAGEMENT, LP Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$1.9T
Holdings
43
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAZZJAZZ PHARMACEUTICALS PLC | 1,540,782 | $168.0B | 8.94% | |
| 2 | DATATABLEAU SOFTWARE INC | 3,908,836 | $164.8B | 8.77% | |
| 3 | IACIEURIAC INTERACTIVECORP | 2,029,661 | $131.5B | 7.00% | |
| 4 | —ELECTRONICS FOR IMAGING INC | 2,777,233 | $121.8B | 6.48% | |
| 5 | PYPLPAYPAL HLDGS INC | 3,072,127 | $121.3B | 6.46% | |
| 6 | PANWPALO ALTO NETWORKS INC | 723,000 | $90.4B | 4.81% | |
| 7 | LBRDKLIBERTY BROADBAND CORP | 1,127,311 | $83.5B | 4.45% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 741,885 | $78.4B | 4.17% | |
| 9 | EXPEEXPEDIA INC DEL | 670,950 | $76.0B | 4.05% | |
| 10 | ZAYOEURZAYO GROUP HLDGS INC | 2,036,103 | $66.9B | 3.56% | |
| 11 | RDWRRADWARE LTD | 4,192,301 | $61.1B | 3.25% | |
| 12 | TMUST MOBILE US INC | 909,808 | $52.3B | 2.79% | |
| 13 | PEGAPEGASYSTEMS INC | 1,345,833 | $48.5B | 2.58% | |
| 14 | —SHIRE PLC | 273,302 | $46.6B | 2.48% | |
| 15 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,985,592 | $44.3B | 2.36% | |
| 16 | —GENMARK DIAGNOSTICS INC | 3,260,378 | $39.9B | 2.12% | |
| 17 | VISNCOMMSCOPE HLDG CO INC | 1,065,000 | $39.6B | 2.11% | |
| 18 | BIIBBIOGEN INC | 138,260 | $39.2B | 2.09% | |
| 19 | WWAYFAIR INC | 1,093,873 | $38.3B | 2.04% | |
| 20 | GOOGALPHABET INC | 45,650 | $35.2B | 1.88% | |
| 21 | VRNSVARONIS SYS INC | 1,254,335 | $33.6B | 1.79% | |
| 22 | PROPROS HOLDINGS INC | 1,539,828 | $33.1B | 1.76% | |
| 23 | NBISYANDEX N V | 1,630,000 | $32.8B | 1.75% | |
| 24 | CHTRCHARTER COMMUNICATIONS INC N | 104,713 | $30.1B | 1.61% | |
| 25 | GOOGLALPHABET INC | 34,200 | $27.1B | 1.44% | |
| 26 | MSFTMICROSOFT CORP | 430,000 | $26.7B | 1.42% | |
| 27 | VTYVERINT SYS INC | 619,534 | $21.8B | 1.16% | |
| 28 | CELGCELGENE CORP | 140,000 | $16.2B | 0.86% | |
| 29 | ZBHZIMMER BIOMET HLDGS INC | 155,000 | $16.0B | 0.85% | |
| 30 | —K2M GROUP HLDGS INC | 726,449 | $14.6B | 0.78% | |
| 31 | COLLCOLLEGIUM PHARMACEUTICAL INC | 919,001 | $14.3B | 0.76% | |
| 32 | ZNGAEURZYNGA INC | 5,025,000 | $12.9B | 0.69% | |
| 33 | WKWORKIVA INC | 861,287 | $11.8B | 0.63% | |
| 34 | SRPTSAREPTA THERAPEUTICS INC | 348,954 | $9.6B | 0.51% | |
| 35 | —FRONTIER COMMUNICATIONS CORP | 2,500,000 | $8.4B | 0.45% | Put |
| 36 | —LIBERTY EXPEDIA HOLDINGS | 140,000 | $5.6B | 0.30% | |
| 37 | LOGMEURLOGMEIN INC | 35,000 | $3.4B | 0.18% | |
| 38 | —DBV TECHNOLOGIES S A | 83,190 | $2.9B | 0.16% | |
| 39 | —WRIGHT MED GROUP N V | 118,560 | $2.7B | 0.15% | |
| 40 | —ZOGENIX INC | 182,500 | $2.2B | 0.12% | |
| 41 | —ALDER BIOPHARMACEUTICALS INC | 100,665 | $2.1B | 0.11% | |
| 42 | LGF/BEURLIONS GATE ENTMNT CORP | 76,193 | $1.9B | 0.10% | |
| 43 | LGFEURLIONS GATE ENTMNT CORP | 35,242 | $948.0M | 0.05% |