CADIAN CAPITAL MANAGEMENT, LP Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$1.6T
Holdings
25
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,453,467 | $177.7B | 10.83% | |
| 2 | PANWPALO ALTO NETWORKS INC | 1,209,141 | $175.3B | 10.68% | |
| 3 | JAZZJAZZ PHARMACEUTICALS PLC | 1,285,189 | $173.1B | 10.54% | |
| 4 | —ELECTRONICS FOR IMAGING INC | 4,351,466 | $128.5B | 7.83% | |
| 5 | DATATABLEAU SOFTWARE INC | 1,621,790 | $112.2B | 6.84% | |
| 6 | ZEN1EURZENDESK INC | 3,007,891 | $101.8B | 6.20% | |
| 7 | ZAYOEURZAYO GROUP HLDGS INC | 2,727,923 | $100.4B | 6.12% | |
| 8 | NBISYANDEX N V | 2,357,582 | $77.2B | 4.70% | |
| 9 | —PORTOLA PHARMACEUTICALS INC | 1,524,443 | $74.2B | 4.52% | |
| 10 | CMCSACOMCAST CORP NEW | 1,794,000 | $71.8B | 4.38% | Call |
| 11 | —ZOGENIX INC | 1,545,605 | $61.9B | 3.77% | |
| 12 | RDWRRADWARE LTD | 2,704,216 | $52.5B | 3.20% | |
| 13 | BKNGPRICELINE GRP INC | 29,500 | $51.3B | 3.12% | |
| 14 | AMTAMERICAN TOWER CORP NEW | 355,885 | $50.8B | 3.09% | |
| 15 | METAFACEBOOK INC | 283,968 | $50.1B | 3.05% | |
| 16 | GOOGLALPHABET INC | 45,164 | $47.6B | 2.90% | |
| 17 | ZNGAEURZYNGA INC | 7,779,465 | $31.1B | 1.90% | |
| 18 | ETSYETSY INC | 1,459,061 | $29.8B | 1.82% | |
| 19 | —GENMARK DIAGNOSTICS INC | 5,017,483 | $20.9B | 1.27% | |
| 20 | —TRIVAGO N V | 2,990,427 | $20.5B | 1.25% | |
| 21 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,301,269 | $17.2B | 1.05% | |
| 22 | —GW PHARMACEUTICALS PLC | 98,664 | $13.0B | 0.79% | |
| 23 | —AXOVANT SCIENCES LTD | 250,000 | $1.3B | 0.08% | |
| 24 | —APPTIO INC | 32,264 | $759.0M | 0.05% | |
| 25 | AABAUSDALTABA INC | 10,000 | $699.0M | 0.04% |