CADIAN CAPITAL MANAGEMENT, LP Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$1378.6T
Holdings
31
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,084,976 | $151.4T | 10.98% | |
| 2 | BRZEBRAZE INC | 5,175,799 | $141.2T | 10.24% | |
| 3 | HUBSHUBSPOT INC | 454,603 | $131.4T | 9.53% | |
| 4 | BKNGBOOKING HOLDINGS INC | 64,926 | $130.8T | 9.49% | |
| 5 | GOOGLALPHABET INC | 1,407,318 | $124.2T | 9.01% | |
| 6 | COUPEURCOUPA SOFTWARE INC | 1,328,171 | $105.2T | 7.63% | |
| 7 | NYTNEW YORK TIMES CO | 2,921,974 | $94.8T | 6.88% | |
| 8 | UBERUBER TECHNOLOGIES INC | 3,463,945 | $85.7T | 6.21% | |
| 9 | PEGAPEGASYSTEMS INC | 2,396,866 | $82.1T | 5.95% | |
| 10 | CXMSPRINKLR INC | 7,817,286 | $63.9T | 4.63% | |
| 11 | VRNSVARONIS SYS INC | 2,376,134 | $56.9T | 4.13% | |
| 12 | EBEVENTBRITE INC | 8,010,707 | $46.9T | 3.40% | |
| 13 | PLNTPLANET FITNESS INC | 520,500 | $41.0T | 2.98% | |
| 14 | DDOGDATADOG INC | 383,000 | $28.2T | 2.04% | |
| 15 | —TCV ACQUISITION CORP | 2,750,000 | $27.5T | 2.00% | |
| 16 | PCORPROCORE TECHNOLOGIES INC | 257,000 | $12.1T | 0.88% | |
| 17 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $10.1T | 0.73% | |
| 18 | —WARBURG PINCUS CAPTAL CORP I | 1,000,000 | $10.1T | 0.73% | |
| 19 | LPATWO | 1,000,000 | $10.1T | 0.73% | |
| 20 | AMCAMC ENTMT HLDGS INC | 2,018,366 | $8.2T | 0.60% | |
| 21 | MIRMMIRUM PHARMACEUTICALS INC | 377,374 | $7.4T | 0.53% | |
| 22 | —MARLIN TECHNOLOGY CORP | 600,000 | $6.1T | 0.44% | |
| 23 | —KERNEL GROUP HOLDINGS INC | 150,000 | $1.5T | 0.11% | |
| 24 | AMPLAMPLITUDE INC | 110,000 | $1.3T | 0.10% | |
| 25 | —SVF INVESTMENT CORP 2 | 50,000 | $504.5B | 0.04% | |
| 26 | —FTAC ATHENA ACQUISITION CORP | 10,000 | $101.0B | 0.01% | |
| 27 | —NORTHERN STAR INVEST CORP IV | 250,000 | $6.0B | 0.00% | |
| 28 | —ARROWROOT ACQUISITION CORP | 250,000 | $2.9B | 0.00% | |
| 29 | —FINSERV ACQUISITION CORP II | 75,000 | $544.0M | 0.00% | |
| 30 | —KERNEL GROUP HOLDINGS INC | 75,000 | $510.0M | 0.00% | |
| 31 | —MARLIN TECHNOLOGY CORP | 200,000 | $330.0M | 0.00% |