$3.89 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 34 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DASH | New | DOORDASH INCcl a | $94,929,000 | – | 665,000 | +100.0% | 2.44% | – |
| MTCH | New | MATCH GROUP INC NEW | $71,815,000 | – | 475,000 | +100.0% | 1.84% | – |
| AI | New | C3 AI INCcl a | $52,031,000 | – | 375,000 | +100.0% | 1.34% | – |
| OZON | New | OZON HLDGS PLCsponsored ads | $41,410,000 | – | 1,000,000 | +100.0% | 1.06% | – |
| W | New | WAYFAIR INCcl a | $33,872,000 | – | 150,000 | +100.0% | 0.87% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $31,992,000 | – | 1,200,000 | +100.0% | 0.82% | – |
| FUBO | New | FUBOTV INC | $14,293,000 | – | 510,460 | +100.0% | 0.37% | – |
| HUBS | New | HUBSPOT INC | $3,964,000 | – | 10,000 | +100.0% | 0.10% | – |
| AYX | New | ALTERYX INC | $2,436,000 | – | 20,000 | +100.0% | 0.06% | – |
| SAP | New | SAP SEspon adr | $1,304,000 | – | 10,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PALO ALTO NETWORKS INC | 34 | Q1 2024 | 18.5% |
| RADWARE LTD | 34 | Q3 2021 | 4.9% |
| PEGASYSTEMS INC | 29 | Q1 2024 | 9.1% |
| VARONIS SYS INC | 29 | Q2 2024 | 9.5% |
| ALPHABET INC | 29 | Q1 2024 | 9.0% |
| GENMARK DIAGNOSTICS INC | 27 | Q1 2020 | 2.3% |
| 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 | |
|---|---|---|---|
| BigCommerce Holdings, Inc. | February 14, 2024 | 7,553,280 | 9.9% |
| Braze, Inc. | February 14, 2024 | 1,598,830 | 2.3% |
| Criteo S.A. | February 14, 2024 | 4,239,314 | 7.5% |
| Cryoport, Inc. | February 14, 2024 | 3,464,079 | 7.1% |
| Eventbrite, Inc.Sold out | February 14, 2024 | 0 | 0.0% |
| MAXCYTE, INC. | February 14, 2024 | 5,644,898 | 5.5% |
| Planet Fitness, Inc. | February 14, 2024 | 4,430,368 | 5.2% |
| Sprinklr, Inc. | February 14, 2024 | 14,560,167 | 9.6% |
| TACTILE SYSTEMS TECHNOLOGY INC | February 14, 2024 | 1,745,000 | 7.4% |
| RADWARE LTDSold out | February 14, 2022 | 0 | 0.0% |
View CADIAN CAPITAL MANAGEMENT, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 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 |
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.