CADIAN CAPITAL MANAGEMENT, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.6T
Holdings
26
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,278,276 | $255.3B | 15.90% | |
| 2 | BRZEBRAZE INC | 5,584,131 | $193.0B | 12.02% | |
| 3 | HUBSHUBSPOT INC | 438,850 | $188.2B | 11.72% | |
| 4 | PEGAPEGASYSTEMS INC | 3,028,681 | $146.8B | 9.14% | |
| 5 | GOOGLALPHABET INC | 1,102,318 | $114.3B | 7.12% | |
| 6 | UBERUBER TECHNOLOGIES INC | 3,169,300 | $100.5B | 6.26% | |
| 7 | CXMSPRINKLR INC | 7,673,555 | $99.4B | 6.19% | |
| 8 | NYTNEW YORK TIMES CO | 2,521,974 | $98.1B | 6.11% | |
| 9 | EBEVENTBRITE INC | 7,451,088 | $63.9B | 3.98% | |
| 10 | PLNTPLANET FITNESS INC | 715,500 | $55.6B | 3.46% | |
| 11 | VRNSVARONIS SYS INC | 1,940,000 | $50.5B | 3.14% | |
| 12 | DDOGDATADOG INC | 675,000 | $49.0B | 3.05% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 688,957 | $43.1B | 2.69% | |
| 14 | —TCV ACQUISITION CORP | 2,750,000 | $28.2B | 1.75% | |
| 15 | MSFTMICROSOFT CORP | 93,000 | $26.8B | 1.67% | |
| 16 | HHYATT HOTELS CORP | 225,000 | $25.2B | 1.57% | |
| 17 | GTMZOOMINFO TECHNOLOGIES INC | 790,000 | $19.5B | 1.22% | |
| 18 | MIRMMIRUM PHARMACEUTICALS INC | 734,922 | $17.7B | 1.10% | |
| 19 | CYRXCRYOPORT INC | 542,900 | $13.0B | 0.81% | |
| 20 | LPATWO | 1,000,000 | $10.3B | 0.64% | |
| 21 | CCIVGBPLUCID GROUP INC | 475,000 | $3.8B | 0.24% | |
| 22 | GMEGAMESTOP CORP NEW | 150,000 | $3.5B | 0.22% | |
| 23 | —ARROWROOT ACQUISITION CORP | 250,000 | $31.8M | 0.00% | |
| 24 | —NORTHERN STAR INVEST CORP IV | 250,000 | $11.9M | 0.00% | |
| 25 | —KERNEL GROUP HOLDINGS INC | 75,000 | $8.8M | 0.00% | |
| 26 | —FINSERV ACQUISITION CORP II | 75,000 | $3.3M | 0.00% |