CADIAN CAPITAL MANAGEMENT, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$2.5T
Holdings
31
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLNTPLANET FITNESS INC | 4,430,368 | $323.4B | 12.88% | |
| 2 | CTLTEURCATALENT INC | 6,064,384 | $272.5B | 10.85% | |
| 3 | PCORPROCORE TECHNOLOGIES INC | 3,718,341 | $257.4B | 10.25% | |
| 4 | HUBSHUBSPOT INC | 344,157 | $199.8B | 7.96% | |
| 5 | CXMSPRINKLR INC | 14,560,167 | $175.3B | 6.98% | |
| 6 | VRNSVARONIS SYS INC | 3,151,180 | $142.7B | 5.68% | |
| 7 | CRTOCRITEO S A | 4,239,314 | $107.3B | 4.28% | |
| 8 | LADLITHIA MTRS INC | 320,000 | $105.4B | 4.20% | |
| 9 | BRZEBRAZE INC | 1,598,830 | $84.9B | 3.38% | |
| 10 | PANWPALO ALTO NETWORKS INC | 270,716 | $79.8B | 3.18% | |
| 11 | NYTNEW YORK TIMES CO | 1,609,373 | $78.8B | 3.14% | |
| 12 | HHYATT HOTELS CORP | 581,800 | $75.9B | 3.02% | |
| 13 | CMRCBIGCOMMERCE HLDGS INC | 7,553,280 | $73.5B | 2.93% | |
| 14 | PEGAPEGASYSTEMS INC | 1,478,696 | $72.2B | 2.88% | |
| 15 | IQVIQVIA HLDGS INC | 303,000 | $70.1B | 2.79% | |
| 16 | BBWIBATH & BODY WORKS INC | 1,350,000 | $58.3B | 2.32% | |
| 17 | MIRMMIRUM PHARMACEUTICALS INC | 1,934,922 | $57.1B | 2.28% | |
| 18 | CYRXCRYOPORT INC | 3,464,079 | $53.7B | 2.14% | |
| 19 | LM0CLIBERTY MEDIA CORP DEL | 1,751,008 | $50.4B | 2.01% | |
| 20 | —LIBERTY MEDIA CORP DEL | 1,474,376 | $42.4B | 1.69% | |
| 21 | MXCTGBXMAXCYTE INC | 5,644,898 | $26.5B | 1.06% | |
| 22 | TCMDTACTILE SYS TECHNOLOGY INC | 1,745,000 | $25.0B | 0.99% | |
| 23 | GHGUARDANT HEALTH INC | 710,000 | $19.2B | 0.77% | |
| 24 | AURAURORA INNOVATION INC | 4,099,260 | $17.9B | 0.71% | |
| 25 | GOOGLALPHABET INC | 111,818 | $15.6B | 0.62% | |
| 26 | USFDUS FOODS HLDG CORP | 295,000 | $13.4B | 0.53% | |
| 27 | MSFTMICROSOFT CORP | 13,500 | $5.1B | 0.20% | |
| 28 | LUCKBOWLERO CORP | 289,057 | $4.1B | 0.16% | |
| 29 | OMCLOMNICELL COM | 65,000 | $2.4B | 0.10% | |
| 30 | —ARROWROOT ACQUISITION CORP | 250,000 | $22.6M | 0.00% | |
| 31 | —KERNEL GROUP HOLDINGS INC | 75,000 | $1.7M | 0.00% |