$3.36 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 87 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 95.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRNT | Buy | VERINT SYS INC | $251,742,000 | +15.0% | 5,132,345 | +10.0% | 7.49% | +37.2% |
| QLIK | Buy | QLIK TECHNOLOGIES INC | $247,908,000 | +48.1% | 10,959,693 | +74.1% | 7.38% | +76.6% |
| ALTR | Buy | ALTERA CORPcall | $137,302,000 | +847.2% | 3,950,000 | +887.5% | 4.09% | +1029.0% |
| LNKD | New | LINKEDIN CORP | $111,610,000 | – | 650,900 | +100.0% | 3.32% | – |
| ILMN | Buy | ILLUMINA INC | $111,588,000 | +138.3% | 625,000 | +98.4% | 3.32% | +184.2% |
| CELG | Buy | CELGENE CORP | $71,280,000 | +292.8% | 830,000 | +538.5% | 2.12% | +368.4% |
| HCA | Buy | HCA HOLDINGS INC | $62,063,000 | +31.2% | 1,100,800 | +22.2% | 1.85% | +56.5% |
| SWI | New | SOLARWINDS INC | $58,145,000 | – | 1,504,000 | +100.0% | 1.73% | – |
| SFLY | Buy | SHUTTERFLY INC | $52,128,000 | +52.7% | 1,210,590 | +51.3% | 1.55% | +82.2% |
| MCK | Buy | MCKESSON CORP | $51,067,000 | +26.2% | 274,244 | +19.6% | 1.52% | +50.5% |
| RPXC | Buy | RPX CORP | $50,037,000 | +24.2% | 2,818,973 | +13.9% | 1.49% | +48.1% |
| EFII | Buy | ELECTRONICS FOR IMAGING INC | $38,641,000 | +25.2% | 854,891 | +20.0% | 1.15% | +49.4% |
| VHC | Buy | VIRNETX HLDG CORPput | $32,295,000 | +82.2% | 1,833,900 | +46.7% | 0.96% | +117.4% |
| BLOX | Buy | INFOBLOX INC | $32,110,000 | +627.6% | 2,441,842 | +1009.9% | 0.96% | +769.1% |
| INVN | Buy | INVENSENSE INC | $29,699,000 | +15.1% | 1,308,900 | +20.0% | 0.88% | +37.3% |
| JACK | Buy | JACK IN THE BOX INC | $27,850,000 | +124.5% | 465,400 | +121.1% | 0.83% | +167.4% |
| WDAY | Buy | WORKDAY INCcl a | $26,553,000 | +3.7% | 295,488 | +5.5% | 0.79% | +23.6% |
| 3101SC | New | COMMONWEALTH REIT | $25,194,000 | – | 957,200 | +100.0% | 0.75% | – |
| VHC | New | VIRNETX HLDG CORPcall | $20,252,000 | – | 1,150,000 | +100.0% | 0.60% | – |
| PFPT | New | PROOFPOINT INC | $20,005,000 | – | 534,027 | +100.0% | 0.60% | – |
| ELLI | New | ELLIE MAE INC | $19,249,000 | – | 618,331 | +100.0% | 0.57% | – |
| PRGO | New | PERRIGO CO PLC | $19,095,000 | – | 131,000 | +100.0% | 0.57% | – |
| SLXP | Buy | SALIX PHARMACEUTICALS INC | $18,503,000 | +55.3% | 150,000 | +30.4% | 0.55% | +85.5% |
| YELP | New | YELP INCcl a | $18,327,000 | – | 239,000 | +100.0% | 0.55% | – |
| LPSN | New | LIVEPERSON INC | $16,392,000 | – | 1,615,000 | +100.0% | 0.49% | – |
| PNRA | New | PANERA BREAD COcall | $16,032,000 | – | 107,000 | +100.0% | 0.48% | – |
| PANW | New | PALO ALTO NETWORKS INC | $15,359,000 | – | 183,168 | +100.0% | 0.46% | – |
| PMCS | New | PMC-SIERRA INCcall | $15,220,000 | – | 2,000,000 | +100.0% | 0.45% | – |
| KORS | New | MICHAEL KORS HLDGS LTD | $14,796,000 | – | 166,900 | +100.0% | 0.44% | – |
| HIVE | New | AEROHIVE NETWORKS INC | $12,370,000 | – | 1,504,909 | +100.0% | 0.37% | – |
| GNMK | Buy | GENMARK DIAGNOSTICS INC | $12,008,000 | +38.1% | 887,500 | +1.4% | 0.36% | +64.5% |
| SONC | Buy | SONIC CORP | $10,795,000 | +29.5% | 488,916 | +33.7% | 0.32% | +54.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $10,503,000 | +95.8% | 183,100 | +89.3% | 0.31% | +133.6% |
| DLTR | New | DOLLAR TREE INC | $9,558,000 | – | 175,500 | +100.0% | 0.28% | – |
| HOT | Buy | STARWOOD HOTELS&RESORTS WRLD | $9,076,000 | +3.7% | 112,300 | +2.1% | 0.27% | +23.3% |
| EGAN | Buy | EGAIN CORP | $6,354,000 | +52.7% | 938,514 | +59.2% | 0.19% | +81.7% |
| UPIP | Buy | UNWIRED PLANET INC NEW | $5,647,000 | +40.1% | 2,532,104 | +36.4% | 0.17% | +66.3% |
| YUM | New | YUM BRANDS INCcall | $4,872,000 | – | 60,000 | +100.0% | 0.14% | – |
| YUM | New | YUM BRANDS INC | $4,791,000 | – | 59,000 | +100.0% | 0.14% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $3,790,000 | – | 60,000 | +100.0% | 0.11% | – |
| ALDR | New | ALDER BIOPHARMACEUTICALS INC | $2,007,000 | – | 100,000 | +100.0% | 0.06% | – |
| NICE | New | NICE SYS LTDsponsored adr | $1,836,000 | – | 45,000 | +100.0% | 0.06% | – |
| FLTX | New | FLEETMATICS GROUP PLC | $970,000 | – | 30,000 | +100.0% | 0.03% | – |
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 2014-08-13
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.