CADIAN CAPITAL MANAGEMENT, LP Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$2.0T
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 2,016,620 | $361.4B | 17.78% | |
| 2 | ETSYETSY INC | 3,928,079 | $151.0B | 7.43% | |
| 3 | VRNSVARONIS SYS INC | 2,320,615 | $147.8B | 7.27% | |
| 4 | METAFACEBOOK INC | 832,000 | $138.8B | 6.83% | |
| 5 | ZEN1EURZENDESK INC | 2,017,500 | $129.1B | 6.35% | |
| 6 | UBERUBER TECHNOLOGIES INC | 4,536,855 | $126.7B | 6.23% | |
| 7 | WWEUSDWORLD WRESTLING ENTMT INC | 3,240,000 | $109.9B | 5.41% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 885,000 | $107.7B | 5.30% | |
| 9 | ZNGAEURZYNGA INC | 15,482,009 | $106.1B | 5.22% | |
| 10 | PEGAPEGASYSTEMS INC | 1,232,675 | $87.8B | 4.32% | |
| 11 | RDWRRADWARE LTD | 3,786,076 | $79.8B | 3.92% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 600,000 | $72.9B | 3.58% | |
| 13 | 2L9BLUEPRINT MEDICINES CORP | 1,226,096 | $71.7B | 3.53% | |
| 14 | PANWPALO ALTO NETWORKS INC | 433,040 | $71.0B | 3.49% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 130,000 | $56.7B | 2.79% | |
| 16 | WWAYFAIR INC | 795,175 | $42.5B | 2.09% | |
| 17 | —FORESCOUT TECHNOLOGIES INC | 1,078,219 | $34.1B | 1.68% | |
| 18 | GOOGLALPHABET INC | 25,000 | $29.0B | 1.43% | |
| 19 | EBEVENTBRITE INC | 3,879,632 | $28.3B | 1.39% | |
| 20 | LSXMKUSDLIBERTY MEDIA CORP DEL | 474,100 | $15.0B | 0.74% | |
| 21 | —GENMARK DIAGNOSTICS INC | 3,489,055 | $14.4B | 0.71% | |
| 22 | —PORTOLA PHARMACEUTICALS INC | 1,955,901 | $13.9B | 0.69% | |
| 23 | —ZOGENIX INC | 515,100 | $12.7B | 0.63% | |
| 24 | MTCHEURMATCH GROUP INC | 154,706 | $10.2B | 0.50% | |
| 25 | BKNGBOOKING HLDGS INC | 7,000 | $9.4B | 0.46% | |
| 26 | GWREGUIDEWIRE SOFTWARE INC | 61,885 | $4.9B | 0.24% |