CADIAN CAPITAL MANAGEMENT, LP Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$2.3T
Holdings
29
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,274,275 | $317.4B | 14.02% | |
| 2 | PANWPALO ALTO NETWORKS INC | 695,266 | $160.8B | 7.10% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 1,968,038 | $157.7B | 6.96% | |
| 4 | VRNSVARONIS SYS INC | 1,875,054 | $145.7B | 6.44% | |
| 5 | ZNGAEURZYNGA INC | 22,751,587 | $139.2B | 6.15% | |
| 6 | ETSYETSY INC | 3,000,000 | $132.9B | 5.87% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 800,000 | $119.6B | 5.28% | |
| 8 | —ZOGENIX INC | 2,177,056 | $113.5B | 5.01% | |
| 9 | METAFACEBOOK INC | 550,000 | $112.9B | 4.99% | |
| 10 | RDWRRADWARE LTD | 4,232,009 | $109.1B | 4.82% | |
| 11 | BKNGBOOKING HLDGS INC | 45,100 | $92.6B | 4.09% | |
| 12 | ZEN1EURZENDESK INC | 1,200,000 | $92.0B | 4.06% | |
| 13 | PEGAPEGASYSTEMS INC | 1,034,925 | $82.4B | 3.64% | |
| 14 | SRPTSAREPTA THERAPEUTICS INC | 550,000 | $71.0B | 3.14% | |
| 15 | GWREGUIDEWIRE SOFTWARE INC | 522,864 | $57.4B | 2.54% | |
| 16 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,851,434 | $51.5B | 2.28% | |
| 17 | —PORTOLA PHARMACEUTICALS INC | 2,133,343 | $50.9B | 2.25% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 100,000 | $48.5B | 2.14% | |
| 19 | EBEVENTBRITE INC | 2,000,194 | $40.3B | 1.78% | |
| 20 | NBISYANDEX N V | 700,000 | $30.4B | 1.34% | |
| 21 | WWAYFAIR INC | 300,000 | $27.1B | 1.20% | |
| 22 | MTCHEURMATCH GROUP INC | 329,706 | $27.1B | 1.20% | |
| 23 | —GENMARK DIAGNOSTICS INC | 5,517,767 | $26.5B | 1.17% | |
| 24 | CVSCVS HEALTH CORP | 200,000 | $14.9B | 0.66% | |
| 25 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 300,000 | $14.4B | 0.64% | |
| 26 | AM6AMICUS THERAPEUTICS INC | 1,389,344 | $13.5B | 0.60% | |
| 27 | EOLSEVOLUS INC | 509,396 | $6.2B | 0.27% | |
| 28 | —CONSTELLATION PHARMCETICLS I | 96,400 | $4.5B | 0.20% | |
| 29 | AGIOAGIOS PHARMACEUTICALS INC | 75,000 | $3.6B | 0.16% |