$3.98 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 105 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $67,372,000 | +12.6% | 365,000 | 0.0% | 1.69% | +7.8% | |
| MYL | MYLAN INC | $39,490,000 | +23.9% | 700,550 | 0.0% | 0.99% | +18.6% | |
| PMCS | PMC-SIERRA INCcall | $27,480,000 | +22.8% | 3,000,000 | 0.0% | 0.69% | +17.5% | |
| INVN | INVENSENSE INCput | $14,797,000 | -17.6% | 910,000 | 0.0% | 0.37% | -21.0% | |
| AMAT | APPLIED MATLS INC | $12,460,000 | +15.3% | 500,000 | 0.0% | 0.31% | +10.2% | |
| LPSN | LIVEPERSON INC | $7,641,000 | +12.0% | 541,900 | 0.0% | 0.19% | +7.3% | |
| EGAN | EGAIN CORP | $4,862,000 | -13.7% | 938,514 | 0.0% | 0.12% | -17.6% | |
| ICPT | INTERCEPT PHARMACEUTICALS IN | $3,900,000 | -34.1% | 25,000 | 0.0% | 0.10% | -36.8% | |
| CIDM | CINEDIGM CORP | $3,405,000 | +4.5% | 2,101,972 | 0.0% | 0.09% | 0.0% | |
| UPIP | UNWIRED PLANET INC NEW | $2,532,000 | -46.2% | 2,532,104 | 0.0% | 0.06% | -48.4% | |
| VHC | VIRNETX HLDG CORPput | $549,000 | -8.5% | 100,000 | 0.0% | 0.01% | -12.5% |
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 2015-02-13
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 | 2024-05-15 |
| 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 |
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.