$1.48 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 56 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PANW | Buy | PALO ALTO NETWORKS INC | $273,396,000 | -20.4% | 553,500 | +0.3% | 18.47% | +7.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $132,600,000 | -34.5% | 6,480,949 | +14.2% | 8.96% | -11.4% |
| Buy | BRAZE INC | $104,332,000 | +197.0% | 2,879,708 | +240.0% | 7.05% | +301.8% | |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $102,062,000 | -16.8% | 2,020,629 | +5.2% | 6.89% | +12.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $93,461,000 | -18.3% | 53,437 | +9.8% | 6.31% | +10.6% |
| EB | Buy | EVENTBRITE INC | $75,227,000 | +2.6% | 7,324,935 | +47.6% | 5.08% | +38.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $71,802,000 | -15.2% | 32,948 | +8.2% | 4.85% | +14.7% |
| NYT | Buy | NEW YORK TIMES COcl a | $65,481,000 | -18.0% | 2,346,974 | +34.7% | 4.42% | +10.9% |
| PCOR | New | PROCORE TECHNOLOGIES INC | $62,036,000 | – | 1,366,724 | +100.0% | 4.19% | – |
| CXM | Buy | SPRINKLR INCcl a | $60,636,000 | +11.6% | 5,997,615 | +31.4% | 4.10% | +51.0% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $55,813,000 | +5.4% | 482,646 | +23.3% | 3.77% | +42.6% |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $46,449,000 | – | 778,558 | +100.0% | 3.14% | – |
| MSFT | Buy | MICROSOFT CORP | $30,930,000 | +529.8% | 120,428 | +656.1% | 2.09% | +752.7% |
| HUBS | New | HUBSPOT INC | $30,065,000 | – | 100,000 | +100.0% | 2.03% | – |
| Buy | AMPLITUDE INC | $28,904,000 | +771.4% | 2,022,649 | +1023.7% | 1.95% | +1075.9% | |
| MIRM | Buy | MIRUM PHARMACEUTICALS INC | $26,972,000 | +64.4% | 1,385,997 | +86.0% | 1.82% | +122.5% |
| V | New | VISA INC | $12,404,000 | – | 63,000 | +100.0% | 0.84% | – |
| PEGA | New | PEGASYSTEMS INC | $9,459,000 | – | 197,730 | +100.0% | 0.64% | – |
| AMZN | New | AMAZON COM INC | $6,373,000 | – | 60,000 | +100.0% | 0.43% | – |
| BILL | New | BILL COM HLDGS INC | $1,649,000 | – | 15,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.