CADIAN CAPITAL MANAGEMENT, LP Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$2.1T
Holdings
41
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IACIEURIAC INTERACTIVECORP | 1,678,535 | $197.4B | 9.23% | |
| 2 | —ELECTRONICS FOR IMAGING INC | 4,415,465 | $188.5B | 8.82% | |
| 3 | PANWPALO ALTO NETWORKS INC | 1,284,340 | $185.1B | 8.66% | |
| 4 | JAZZJAZZ PHARMACEUTICALS PLC | 1,178,948 | $172.4B | 8.07% | |
| 5 | ZAYOEURZAYO GROUP HLDGS INC | 4,042,395 | $139.1B | 6.51% | |
| 6 | DATATABLEAU SOFTWARE INC | 1,460,000 | $109.3B | 5.12% | |
| 7 | ZEN1EURZENDESK INC | 3,094,234 | $90.1B | 4.21% | |
| 8 | VRNSVARONIS SYS INC | 2,134,043 | $89.4B | 4.18% | |
| 9 | RDWRRADWARE LTD | 4,106,548 | $69.2B | 3.24% | |
| 10 | CMCSACOMCAST CORP NEW | 1,719,000 | $66.1B | 3.09% | Call |
| 11 | NBISYANDEX N V | 1,969,782 | $64.9B | 3.04% | |
| 12 | METAFACEBOOK INC | 371,000 | $63.4B | 2.97% | |
| 13 | —PORTOLA PHARMACEUTICALS INC | 1,166,743 | $63.0B | 2.95% | |
| 14 | ZNGAEURZYNGA INC | 14,413,964 | $54.5B | 2.55% | |
| 15 | AMTAMERICAN TOWER CORP NEW | 325,885 | $44.5B | 2.08% | |
| 16 | AABAUSDALTABA INC | 610,000 | $40.4B | 1.89% | |
| 17 | GOOGLALPHABET INC | 40,955 | $39.9B | 1.87% | |
| 18 | —GENMARK DIAGNOSTICS INC | 4,032,483 | $38.8B | 1.82% | |
| 19 | ALXNALEXION PHARMACEUTICALS INC | 245,000 | $34.4B | 1.61% | |
| 20 | NSTGEURNANOSTRING TECHNOLOGIES INC | 2,094,408 | $33.8B | 1.58% | |
| 21 | BABAALIBABA GROUP HLDG LTD | 192,000 | $33.2B | 1.55% | |
| 22 | LBRDKLIBERTY BROADBAND CORP | 341,976 | $32.6B | 1.52% | |
| 23 | TMUST MOBILE US INC | 519,298 | $32.0B | 1.50% | |
| 24 | —TRIVAGO N V | 2,865,427 | $31.1B | 1.45% | |
| 25 | —TALEND S A | 734,129 | $30.1B | 1.41% | |
| 26 | ETSYETSY INC | 1,505,567 | $25.4B | 1.19% | |
| 27 | 2L9BLUEPRINT MEDICINES CORP | 313,965 | $21.9B | 1.02% | |
| 28 | COLLCOLLEGIUM PHARMACEUTICAL INC | 2,060,284 | $21.6B | 1.01% | |
| 29 | PROPROS HOLDINGS INC | 790,084 | $19.1B | 0.89% | |
| 30 | EVHEVOLENT HEALTH INC | 940,000 | $16.7B | 0.78% | |
| 31 | GOOGALPHABET INC | 17,150 | $16.4B | 0.77% | |
| 32 | —TESARO INC | 108,600 | $14.0B | 0.66% | |
| 33 | NUVAGBPNUVASIVE INC | 195,000 | $10.8B | 0.51% | |
| 34 | INCYINCYTE CORP | 88,100 | $10.3B | 0.48% | |
| 35 | —BARRACUDA NETWORKS INC | 371,492 | $9.0B | 0.42% | |
| 36 | —APPTIO INC | 429,464 | $7.9B | 0.37% | |
| 37 | SG7SAGE THERAPEUTICS INC | 107,561 | $6.7B | 0.31% | |
| 38 | AM6AMICUS THERAPEUTICS INC | 400,000 | $6.0B | 0.28% | |
| 39 | ABGAMERISOURCEBERGEN CORP | 48,000 | $4.0B | 0.19% | |
| 40 | —GW PHARMACEUTICALS PLC | 25,000 | $2.5B | 0.12% | |
| 41 | —AXOVANT SCIENCES LTD | 250,000 | $1.7B | 0.08% |