CADIAN CAPITAL MANAGEMENT, LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.9T
Holdings
34
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZEN1EURZENDESK INC | 2,447,142 | $350.2B | 9.00% | |
| 2 | FISFIDELITY NATL INFORMATION SV | 2,360,000 | $333.8B | 8.57% | |
| 3 | PEGAPEGASYSTEMS INC | 2,045,328 | $272.6B | 7.00% | |
| 4 | LBRDKLIBERTY BROADBAND CORP | 1,680,152 | $266.1B | 6.83% | |
| 5 | PANWPALO ALTO NETWORKS INC | 635,000 | $225.7B | 5.80% | |
| 6 | ZNGAEURZYNGA INC | 22,689,942 | $223.9B | 5.75% | |
| 7 | METAFACEBOOK INC | 650,000 | $177.6B | 4.56% | |
| 8 | UBERUBER TECHNOLOGIES INC | 3,400,000 | $173.4B | 4.45% | |
| 9 | VRNSVARONIS SYS INC | 1,017,422 | $166.5B | 4.28% | |
| 10 | WWEUSDWORLD WRESTLING ENTMT INC | 3,444,011 | $165.5B | 4.25% | |
| 11 | PLANUSDANAPLAN INC | 1,831,948 | $131.6B | 3.38% | |
| 12 | RDWRRADWARE LTD | 4,380,953 | $121.6B | 3.12% | |
| 13 | IAA-WUSDIAA INC | 1,847,790 | $120.1B | 3.08% | |
| 14 | 2L9BLUEPRINT MEDICINES CORP | 1,059,450 | $118.8B | 3.05% | |
| 15 | NFLXNETFLIX INC | 200,000 | $108.1B | 2.78% | |
| 16 | —ZOGENIX INC | 5,271,016 | $105.4B | 2.71% | |
| 17 | DASHDOORDASH INC | 665,000 | $94.9B | 2.44% | |
| 18 | OPTUALTICE USA INC | 2,500,000 | $94.7B | 2.43% | |
| 19 | GOOGLALPHABET INC | 50,000 | $87.6B | 2.25% | |
| 20 | EBEVENTBRITE INC | 4,630,372 | $83.8B | 2.15% | |
| 21 | CALYCALLAWAY GOLF CO | 3,490,000 | $83.8B | 2.15% | |
| 22 | MTCHMATCH GROUP INC NEW | 475,000 | $71.8B | 1.84% | |
| 23 | ETSYETSY INC | 370,000 | $65.8B | 1.69% | |
| 24 | AIC3 AI INC | 375,000 | $52.0B | 1.34% | |
| 25 | OZONOZON HLDGS PLC | 1,000,000 | $41.4B | 1.06% | |
| 26 | PROPROS HOLDINGS INC | 694,144 | $35.2B | 0.91% | |
| 27 | WWAYFAIR INC | 150,000 | $33.9B | 0.87% | |
| 28 | SPOTSPOTIFY TECHNOLOGY S A | 105,000 | $33.0B | 0.85% | |
| 29 | ALGMALLEGRO MICROSYSTEMS INC | 1,200,000 | $32.0B | 0.82% | |
| 30 | FUBOFUBOTV INC | 510,460 | $14.3B | 0.37% | |
| 31 | HUBSHUBSPOT INC | 10,000 | $4.0B | 0.10% | |
| 32 | AYXEURALTERYX INC | 20,000 | $2.4B | 0.06% | |
| 33 | SAPSAP SE | 10,000 | $1.3B | 0.03% | |
| 34 | —ACCELERATE DIAGNOSTICS INC | 89,466 | $678.0M | 0.02% |