CADIAN CAPITAL MANAGEMENT, LP Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$2.1T
Holdings
29
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,005,037 | $189.3B | 8.82% | |
| 2 | AABAUSDALTABA INC | 2,758,045 | $159.8B | 7.44% | |
| 3 | NBISYANDEX N V | 5,566,448 | $152.2B | 7.09% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 1,331,000 | $151.1B | 7.03% | |
| 5 | —PORTOLA PHARMACEUTICALS INC | 6,462,605 | $126.2B | 5.87% | |
| 6 | GOOGLALPHABET INC | 120,000 | $125.4B | 5.84% | |
| 7 | BKNGBOOKING HLDGS INC | 70,000 | $120.6B | 5.61% | |
| 8 | IACIEURIAC INTERACTIVECORP | 614,927 | $112.6B | 5.24% | |
| 9 | ZNGAEURZYNGA INC | 27,250,109 | $107.1B | 4.99% | |
| 10 | —ZOGENIX INC | 2,718,946 | $99.1B | 4.62% | |
| 11 | DATATABLEAU SOFTWARE INC | 771,957 | $92.6B | 4.31% | |
| 12 | —ELECTRONICS FOR IMAGING INC | 3,365,179 | $83.5B | 3.89% | |
| 13 | RDWRRADWARE LTD | 3,649,771 | $82.9B | 3.86% | |
| 14 | METAFACEBOOK INC | 632,000 | $82.8B | 3.86% | |
| 15 | PEGAPEGASYSTEMS INC | 1,582,820 | $75.7B | 3.53% | |
| 16 | CHTRCHARTER COMMUNICATIONS INC N | 250,000 | $71.2B | 3.32% | |
| 17 | ZEN1EURZENDESK INC | 1,165,601 | $68.0B | 3.17% | |
| 18 | —INSTRUCTURE INC | 1,222,541 | $45.9B | 2.14% | |
| 19 | PAGSPAGSEGURO DIGITAL LTD | 2,277,300 | $42.7B | 1.99% | |
| 20 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,294,046 | $34.0B | 1.58% | |
| 21 | SRPTSAREPTA THERAPEUTICS INC | 281,546 | $30.7B | 1.43% | |
| 22 | —GENMARK DIAGNOSTICS INC | 5,008,122 | $24.3B | 1.13% | |
| 23 | GWREGUIDEWIRE SOFTWARE INC | 190,700 | $15.3B | 0.71% | |
| 24 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 370,000 | $13.7B | 0.64% | |
| 25 | JAZZJAZZ PHARMACEUTICALS PLC | 100,000 | $12.4B | 0.58% | |
| 26 | FDCFIRST DATA CORP NEW | 650,000 | $11.0B | 0.51% | |
| 27 | EBIXEUREBIX INC | 179,100 | $7.6B | 0.35% | |
| 28 | INCYINCYTE CORP | 118,016 | $7.5B | 0.35% | |
| 29 | —GTT COMMUNICATIONS INC | 95,000 | $2.2B | 0.10% |