$3.26 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 79 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALTR | New | ALTERA CORP | $259,282,000 | – | 7,859,400 | +100.0% | 7.95% | – |
| EMC | New | E M C CORP MASS | $233,412,000 | – | 9,881,972 | +100.0% | 7.16% | – |
| NCR | New | NCR CORP NEW | $203,834,000 | – | 6,178,665 | +100.0% | 6.25% | – |
| PMCS | New | PMC-SIERRA INC | $171,395,000 | – | 26,970,150 | +100.0% | 5.26% | – |
| TSLA | New | TESLA MTRS INCput | $161,040,000 | – | 1,500,000 | +100.0% | 4.94% | – |
| BGC | New | GENERAL CABLE CORP DEL NEW | $148,813,000 | – | 4,839,452 | +100.0% | 4.56% | – |
| LRCX | New | LAM RESEARCH CORP | $143,668,000 | – | 3,240,147 | +100.0% | 4.41% | – |
| GOOGL | New | GOOGLE INCcl a | $111,108,000 | – | 126,206 | +100.0% | 3.41% | – |
| PTC | New | PTC INC | $97,698,000 | – | 3,982,800 | +100.0% | 3.00% | – |
| INFA | New | INFORMATICA CORP | $97,566,000 | – | 2,789,194 | +100.0% | 2.99% | – |
| VRNT | New | VERINT SYS INC | $95,575,000 | – | 2,694,541 | +100.0% | 2.93% | – |
| WLK | New | WESTLAKE CHEM CORPput | $91,590,000 | – | 950,000 | +100.0% | 2.81% | – |
| LOGM | New | LOGMEIN INC | $90,093,000 | – | 3,683,282 | +100.0% | 2.76% | – |
| YHOO | New | YAHOO INC | $89,588,000 | – | 3,565,000 | +100.0% | 2.75% | – |
| SCOR | New | COMSCORE INC | $88,356,000 | – | 3,622,616 | +100.0% | 2.71% | – |
| ON | New | ON SEMICONDUCTOR CORP | $86,486,000 | – | 10,703,681 | +100.0% | 2.65% | – |
| ROC | New | ROCKWOOD HLDGS INC | $86,441,000 | – | 1,350,000 | +100.0% | 2.65% | – |
| SODA | New | SODASTREAM INTERNATIONAL LTD | $80,320,000 | – | 1,105,581 | +100.0% | 2.46% | – |
| EQIX | New | EQUINIX INC | $79,792,000 | – | 431,960 | +100.0% | 2.45% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $58,046,000 | – | 855,000 | +100.0% | 1.78% | – |
| RDWR | New | RADWARE LTDord | $54,275,000 | – | 3,935,804 | +100.0% | 1.66% | – |
| NTAP | New | NETAPP INC | $52,371,000 | – | 1,386,206 | +100.0% | 1.61% | – |
| DISH | New | DISH NETWORK CORPcl a | $46,999,000 | – | 1,105,334 | +100.0% | 1.44% | – |
| P | New | PANDORA MEDIA INC | $44,473,000 | – | 2,417,000 | +100.0% | 1.36% | – |
| EFII | New | ELECTRONICS FOR IMAGING INC | $40,832,000 | – | 1,443,349 | +100.0% | 1.25% | – |
| FFIV | New | F5 NETWORKS INC | $33,268,000 | – | 483,550 | +100.0% | 1.02% | – |
| PWR | New | QUANTA SVCS INC | $33,075,000 | – | 1,250,000 | +100.0% | 1.02% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $28,218,000 | – | 5,565,765 | +100.0% | 0.87% | – |
| GPRE | New | GREEN PLAINS RENEWABLE ENERG | $28,037,000 | – | 2,104,847 | +100.0% | 0.86% | – |
| ADT | New | THE ADT CORPORATION | $27,895,000 | – | 700,000 | +100.0% | 0.86% | – |
| BBRY | New | RESEARCH IN MOTION LTD | $27,289,000 | – | 2,608,884 | +100.0% | 0.84% | – |
| VHC | New | VIRNETX HLDG CORPput | $25,387,000 | – | 1,270,000 | +100.0% | 0.78% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $21,642,000 | – | 59,400 | +100.0% | 0.66% | – |
| AXLL | New | AXIALL CORP | $21,037,000 | – | 494,062 | +100.0% | 0.64% | – |
| RPXC | New | RPX CORP | $18,239,000 | – | 1,085,633 | +100.0% | 0.56% | – |
| KORS | New | MICHAEL KORS HLDGS LTD | $17,986,000 | – | 290,000 | +100.0% | 0.55% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $17,367,000 | – | 345,000 | +100.0% | 0.53% | – |
| KEM | New | KEMET CORP | $16,955,000 | – | 4,125,400 | +100.0% | 0.52% | – |
| DLTR | New | DOLLAR TREE INC | $16,320,000 | – | 321,000 | +100.0% | 0.50% | – |
| QLIK | New | QLIK TECHNOLOGIES INC | $16,114,000 | – | 570,000 | +100.0% | 0.49% | – |
| DOX | New | AMDOCS LTDord | $14,197,000 | – | 382,779 | +100.0% | 0.44% | – |
| VHC | New | VIRNETX HLDG CORP | $13,603,000 | – | 680,506 | +100.0% | 0.42% | – |
| DRI | New | DARDEN RESTAURANTS INC | $13,321,000 | – | 263,890 | +100.0% | 0.41% | – |
| CAVM | New | CAVIUM INC | $12,910,000 | – | 365,000 | +100.0% | 0.40% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $11,914,000 | – | 146,776 | +100.0% | 0.36% | – |
| NICE | New | NICE SYS LTDsponsored adr | $11,276,000 | – | 305,674 | +100.0% | 0.35% | – |
| P | New | PANDORA MEDIA INCput | $9,200,000 | – | 500,000 | +100.0% | 0.28% | – |
| URBN | New | URBAN OUTFITTERS INC | $9,130,000 | – | 227,000 | +100.0% | 0.28% | – |
| PCLN | New | PRICELINE COM INC | $8,267,000 | – | 10,000 | +100.0% | 0.25% | – |
| VOD | New | VODAFONE GROUP PLC NEWspons adr new | $7,186,000 | – | 250,000 | +100.0% | 0.22% | – |
| LOW | New | LOWES COS INC | $7,117,000 | – | 174,000 | +100.0% | 0.22% | – |
| LII | New | LENNOX INTL INC | $6,454,000 | – | 100,000 | +100.0% | 0.20% | – |
| STEC | New | STEC INC | $6,412,000 | – | 954,150 | +100.0% | 0.20% | – |
| VFC | New | V F CORP | $5,937,000 | – | 30,750 | +100.0% | 0.18% | – |
| SSYS | New | STRATASYS LTD | $5,862,000 | – | 70,000 | +100.0% | 0.18% | – |
| HOSSQ | New | HORNBECK OFFSHORE SVCS INC N | $5,350,000 | – | 100,000 | +100.0% | 0.16% | – |
| MAS | New | MASCO CORP | $4,931,000 | – | 253,000 | +100.0% | 0.15% | – |
| DIN | New | DINEEQUITY INC | $4,839,000 | – | 70,265 | +100.0% | 0.15% | – |
| SHW | New | SHERWIN WILLIAMS CO | $4,018,000 | – | 22,750 | +100.0% | 0.12% | – |
| TDC | New | TERADATA CORP DEL | $4,018,000 | – | 80,000 | +100.0% | 0.12% | – |
| PPO | New | POLYPORE INTL INC | $3,731,000 | – | 92,573 | +100.0% | 0.11% | – |
| SBUX | New | STARBUCKS CORP | $3,669,000 | – | 56,000 | +100.0% | 0.11% | – |
| DECK | New | DECKERS OUTDOOR CORP | $3,586,000 | – | 71,000 | +100.0% | 0.11% | – |
| LTXC | New | LTX-CREDENCE CORP | $3,442,000 | – | 574,682 | +100.0% | 0.11% | – |
| SFLY | New | SHUTTERFLY INC | $3,126,000 | – | 55,912 | +100.0% | 0.10% | – |
| BC | New | BRUNSWICK CORP | $3,067,000 | – | 96,000 | +100.0% | 0.09% | – |
| DATA | New | TABLEAU SOFTWARE INCcl a | $2,771,000 | – | 50,000 | +100.0% | 0.08% | – |
| ADSK | New | AUTODESK INC | $2,546,000 | – | 75,000 | +100.0% | 0.08% | – |
| FTNT | New | FORTINET INC | $2,100,000 | – | 120,000 | +100.0% | 0.06% | – |
| BBRY | New | RESEARCH IN MOTION LTDput | $1,569,000 | – | 150,000 | +100.0% | 0.05% | – |
| GIMO | New | GIGAMON INC | $1,378,000 | – | 50,000 | +100.0% | 0.04% | – |
| SBY | New | SILVER BAY RLTY TR CORP | $828,000 | – | 50,000 | +100.0% | 0.02% | – |
| NTCT | New | NETSCOUT SYS INC | $463,000 | – | 19,850 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RADWARE LTD | 34 | Q3 2021 | 4.9% |
| PALO ALTO NETWORKS INC | 32 | Q3 2023 | 18.5% |
| PEGASYSTEMS INC | 27 | Q3 2023 | 9.1% |
| ALPHABET INC | 27 | Q3 2023 | 9.0% |
| GENMARK DIAGNOSTICS INC | 27 | Q1 2020 | 2.3% |
| VARONIS SYS INC | 26 | Q3 2023 | 9.5% |
| IAC INTERACTIVECORP | 24 | Q2 2020 | 17.8% |
| ELECTRONICS FOR IMAGING INC | 24 | Q1 2019 | 8.8% |
| ZOGENIX INC | 23 | Q4 2021 | 7.1% |
| NANOSTRING TECHNOLOGIES INC | 22 | Q2 2023 | 2.5% |
View CADIAN CAPITAL MANAGEMENT, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RADWARE LTDSold out | February 14, 2022 | 0 | 0.0% |
| TCV Acquisition Corp. | February 14, 2022 | 2,750,000 | 6.7% |
| WORLD WRESTLING ENTERTAINMENTINCSold out | February 14, 2022 | 0 | 0.0% |
| ZOGENIX, INC. | February 14, 2022 | 4,240,846 | 7.6% |
| GenMark Diagnostics, Inc.Sold out | February 12, 2021 | 0 | 0.0% |
| NanoString Technologies IncSold out | February 12, 2021 | 0 | 0.0% |
| VARONIS SYSTEMS INC | February 12, 2021 | 1,017,422 | 3.2% |
| PORTOLA PHARMACEUTICALS INC | February 13, 2020 | 2,133,343 | 2.7% |
| ELECTRONICS FOR IMAGING INC | February 13, 2019 | 3,365,179 | 7.7% |
| trivago N.V.Sold out | February 13, 2019 | 0 | 0.0% |
View CADIAN CAPITAL MANAGEMENT, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
View CADIAN CAPITAL MANAGEMENT, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.