$1.82 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 63 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALIT | ALIGHT INC | $37,835,000 | -5.8% | 3,500,000 | 0.0% | 2.08% | +37.1% | |
| TCVA | TCV ACQUISITION CORP | $27,115,000 | +0.6% | 2,750,000 | 0.0% | 1.49% | +46.6% | |
| ASZ | AUSTERLITZ ACQUISITION CORP | $22,599,000 | -0.3% | 2,325,000 | 0.0% | 1.24% | +45.1% | |
| NSTC | NORTHERN STAR INVEST CORP II | $14,625,000 | +0.1% | 1,500,000 | 0.0% | 0.80% | +45.7% | |
| NSTD | NORTHERN STAR INVEST CORP IV | $14,610,000 | -0.6% | 1,500,000 | 0.0% | 0.80% | +44.7% | |
| ALCC | ALTC ACQUISITION CORP | $9,850,000 | +0.2% | 1,000,000 | 0.0% | 0.54% | +46.1% | |
| WPCA | WARBURG PINCUS CAPTAL CORP I | $9,800,000 | -0.2% | 1,000,000 | 0.0% | 0.54% | +45.3% | |
| WPCB | WARBURG PINCUS CAPTAL CORP I | $9,760,000 | -0.2% | 1,000,000 | 0.0% | 0.54% | +45.5% | |
| NDAC | NIGHTDRAGON ACQUISITION CORP | $9,750,000 | -0.2% | 1,000,000 | 0.0% | 0.54% | +45.3% | |
| TWOA | TWO | $9,730,000 | -0.6% | 1,000,000 | 0.0% | 0.54% | +44.6% | |
| FINM | MARLIN TECHNOLOGY CORP | $5,856,000 | 0.0% | 600,000 | 0.0% | 0.32% | +45.7% | |
| CRU | CRUCIBLE ACQUISITION CORP | $5,844,000 | -0.4% | 600,000 | 0.0% | 0.32% | +44.6% | |
| ARRW | ARROWROOT ACQUISITION CORP | $4,850,000 | -0.1% | 500,000 | 0.0% | 0.27% | +45.9% | |
| ACII | ATLAS CREST INVESTMENT CORP | $3,892,000 | -0.3% | 400,000 | 0.0% | 0.21% | +45.6% | |
| FSRX | FINSERV ACQUISITION CORP II | $2,925,000 | +0.2% | 300,000 | 0.0% | 0.16% | +46.4% | |
| KAHC | KKR ACQUISITION HOLDING I CO | $2,435,000 | -0.1% | 250,000 | 0.0% | 0.13% | +45.7% | |
| AGCB | ALTIMETER GROWTH CORP 2 | $1,479,000 | -0.3% | 150,000 | 0.0% | 0.08% | +44.6% | |
| KRNL | KERNEL GROUP HOLDINGS INC | $1,463,000 | +0.1% | 150,000 | 0.0% | 0.08% | +45.5% | |
| LMACA | LIBERTY MEDIA ACQUISITION CO | $1,234,000 | +2.0% | 120,000 | 0.0% | 0.07% | +47.8% | |
| ASZWS | AUSTERLITZ ACQUISITION CORP*w exp 02/19/202 | $557,000 | -7.5% | 581,250 | 0.0% | 0.03% | +34.8% | |
| SVFB | SVF INVESTMENT CORP 2 | $495,000 | +0.8% | 50,000 | 0.0% | 0.03% | +42.1% | |
| SVFC | SVF INVESTMENT CORP 3 | $500,000 | +1.6% | 50,000 | 0.0% | 0.03% | +42.1% | |
| AUSWS | AUSTERLITZ ACQUISITION CORP*w exp 02/19/202 | $259,000 | -38.2% | 250,000 | 0.0% | 0.01% | -12.5% | |
| NSTCWS | NORTHERN STAR INVEST CORP II*w exp 02/25/202 | $223,000 | -12.2% | 250,000 | 0.0% | 0.01% | +20.0% | |
| NSTDWS | NORTHERN STAR INVEST CORP IV*w exp 02/25/202 | $217,000 | -5.2% | 250,000 | 0.0% | 0.01% | +33.3% | |
| WPCBWS | WARBURG PINCUS CAPTAL CORP I*w exp 99/99/999 | $206,000 | +10.8% | 200,000 | 0.0% | 0.01% | +57.1% | |
| WPCAWS | WARBURG PINCUS CAPTAL CORP I*w exp 99/99/999 | $195,000 | -12.6% | 200,000 | 0.0% | 0.01% | +37.5% | |
| NDACW | NIGHTDRAGON ACQUISITION CORP*w exp 02/26/202 | $176,000 | +0.6% | 200,000 | 0.0% | 0.01% | +42.9% | |
| FINMW | MARLIN TECHNOLOGY CORP*w exp 01/12/202 | $137,000 | -16.5% | 200,000 | 0.0% | 0.01% | +33.3% | |
| CRUWS | CRUCIBLE ACQUISITION CORP*w exp 12/26/202 | $142,000 | -16.0% | 200,000 | 0.0% | 0.01% | +33.3% | |
| ARRWW | ARROWROOT ACQUISITION CORP*w exp 03/02/202 | $134,000 | -7.6% | 250,000 | 0.0% | 0.01% | +40.0% | |
| FTAAU | FTAC ATHENA ACQUISITION CORPunit 99/99/9999 | $103,000 | +1.0% | 10,000 | 0.0% | 0.01% | +50.0% | |
| ACIIWS | ATLAS CREST INVESTMENT CORP*w exp 02/03/202 | $80,000 | -5.9% | 100,000 | 0.0% | 0.00% | +33.3% | |
| FSRXW | FINSERV ACQUISITION CORP II*w exp 02/17/202 | $46,000 | -31.3% | 75,000 | 0.0% | 0.00% | 0.0% | |
| KAHCWS | KKR ACQUISITION HOLDING I CO*w exp 99/99/999 | $62,000 | +3.3% | 62,500 | 0.0% | 0.00% | +50.0% | |
| KRNLW | KERNEL GROUP HOLDINGS INC*w exp 02/02/202 | $37,000 | -17.8% | 75,000 | 0.0% | 0.00% | 0.0% | |
| LMACW | LIBERTY MEDIA ACQUISITION CO*w exp 01/22/202 | $42,000 | +16.7% | 24,000 | 0.0% | 0.00% | +100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.