CADIAN CAPITAL MANAGEMENT, LP Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$1.8T
Holdings
63
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLANUSDANAPLAN INC | 5,157,286 | $236.5B | 13.00% | |
| 2 | UBERUBER TECHNOLOGIES INC | 4,295,631 | $180.1B | 9.90% | |
| 3 | PANWPALO ALTO NETWORKS INC | 314,153 | $174.9B | 9.62% | |
| 4 | —1LIFE HEALTHCARE INC | 6,798,815 | $119.5B | 6.57% | |
| 5 | BKNGBOOKING HOLDINGS INC | 46,687 | $112.0B | 6.16% | |
| 6 | ZEN1EURZENDESK INC | 970,000 | $101.2B | 5.56% | |
| 7 | FISFIDELITY NATL INFORMATION SV | 810,478 | $88.5B | 4.86% | |
| 8 | METAMETA PLATFORMS INC | 240,131 | $80.8B | 4.44% | |
| 9 | GOOGLALPHABET INC | 24,098 | $69.8B | 3.84% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 426,691 | $68.7B | 3.78% | |
| 11 | EBEVENTBRITE INC | 3,937,843 | $68.7B | 3.78% | |
| 12 | —ZOGENIX INC | 4,090,846 | $66.5B | 3.65% | |
| 13 | NYTNEW YORK TIMES CO | 1,245,234 | $60.1B | 3.31% | |
| 14 | 2L9BLUEPRINT MEDICINES CORP | 450,657 | $48.3B | 2.65% | |
| 15 | MTCHMATCH GROUP INC NEW | 345,900 | $45.7B | 2.51% | |
| 16 | ALITALIGHT INC | 3,500,000 | $37.8B | 2.08% | |
| 17 | —TCV ACQUISITION CORP | 2,750,000 | $27.1B | 1.49% | |
| 18 | CXMSPRINKLR INC | 1,598,331 | $25.4B | 1.39% | |
| 19 | ACVAACV AUCTIONS INC | 1,323,900 | $24.9B | 1.37% | |
| 20 | —AUSTERLITZ ACQUISITION CORP | 2,325,000 | $22.6B | 1.24% | |
| 21 | GRABGRAB HOLDINGS LIMITED | 2,500,000 | $17.8B | 0.98% | |
| 22 | GENIGENIUS SPORTS LIMITED | 1,975,000 | $15.0B | 0.83% | |
| 23 | —NORTHERN STAR INVEST CORP II | 1,500,000 | $14.6B | 0.80% | |
| 24 | —NORTHERN STAR INVEST CORP IV | 1,500,000 | $14.6B | 0.80% | |
| 25 | OKLOALTC ACQUISITION CORP | 1,000,000 | $9.8B | 0.54% | |
| 26 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.54% | |
| 27 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $9.8B | 0.54% | |
| 28 | —NIGHTDRAGON ACQUISITION CORP | 1,000,000 | $9.8B | 0.54% | |
| 29 | LPATWO | 1,000,000 | $9.7B | 0.53% | |
| 30 | —MARLIN TECHNOLOGY CORP | 600,000 | $5.9B | 0.32% | |
| 31 | —CRUCIBLE ACQUISITION CORP | 600,000 | $5.8B | 0.32% | |
| 32 | MSFTMICROSOFT CORP | 15,928 | $5.4B | 0.29% | |
| 33 | —ARROWROOT ACQUISITION CORP | 500,000 | $4.8B | 0.27% | |
| 34 | KLTRKALTURA INC | 1,288,072 | $4.3B | 0.24% | |
| 35 | —ATLAS CREST INVESTMENT CORP | 400,000 | $3.9B | 0.21% | |
| 36 | —FINSERV ACQUISITION CORP II | 300,000 | $2.9B | 0.16% | |
| 37 | —KKR ACQUISITION HOLDING I CO | 250,000 | $2.4B | 0.13% | |
| 38 | FISVFISERV INC | 16,544 | $1.7B | 0.09% | |
| 39 | —ALTIMETER GROWTH CORP 2 | 150,000 | $1.5B | 0.08% | |
| 40 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5B | 0.08% | |
| 41 | RFLRAFAEL HLDGS INC | 285,714 | $1.5B | 0.08% | |
| 42 | —LIBERTY MEDIA ACQUISITION CO | 120,000 | $1.2B | 0.07% | |
| 43 | OPENOPENDOOR TECHNOLOGIES INC | 70,000 | $1.0B | 0.06% | |
| 44 | NNOXNANO X IMAGING LTD | 52,500 | $763.0M | 0.04% | |
| 45 | RENTRENT THE RUNWAY INC | 80,000 | $652.0M | 0.04% | |
| 46 | —AUSTERLITZ ACQUISITION CORP | 581,250 | $557.0M | 0.03% | |
| 47 | —SVF INVESTMENT CORP 3 | 50,000 | $500.0M | 0.03% | |
| 48 | —SVF INVESTMENT CORP 2 | 50,000 | $495.0M | 0.03% | |
| 49 | —AUSTERLITZ ACQUISITION CORP | 250,000 | $259.0M | 0.01% | |
| 50 | —NORTHERN STAR INVEST CORP II | 250,000 | $223.0M | 0.01% | |
| 51 | —NORTHERN STAR INVEST CORP IV | 250,000 | $217.0M | 0.01% | |
| 52 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $206.0M | 0.01% | |
| 53 | —WARBURG PINCUS CAPTAL CORP I | 200,000 | $195.0M | 0.01% | |
| 54 | —NIGHTDRAGON ACQUISITION CORP | 200,000 | $176.0M | 0.01% | |
| 55 | —CRUCIBLE ACQUISITION CORP | 200,000 | $142.0M | 0.01% | |
| 56 | —MARLIN TECHNOLOGY CORP | 200,000 | $137.0M | 0.01% | |
| 57 | —ARROWROOT ACQUISITION CORP | 250,000 | $134.0M | 0.01% | |
| 58 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $103.0M | 0.01% | |
| 59 | —ATLAS CREST INVESTMENT CORP | 100,000 | $80.0M | 0.00% | |
| 60 | —KKR ACQUISITION HOLDING I CO | 62,500 | $62.0M | 0.00% | |
| 61 | —FINSERV ACQUISITION CORP II | 75,000 | $46.0M | 0.00% | |
| 62 | —LIBERTY MEDIA ACQUISITION CO | 24,000 | $42.0M | 0.00% | |
| 63 | —KERNEL GROUP HOLDINGS INC | 75,000 | $37.0M | 0.00% |