$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 91.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COUP | Sell | COUPA SOFTWARE INC | $31,405,000 | -65.0% | 550,000 | -37.8% | 2.12% | -52.7% |
| SVFC | Exit | SVF INVESTMENT CORP 3 | $0 | – | -50,000 | -100.0% | -0.02% | – |
| TENB | Exit | TENABLE HLDGS INC | $0 | – | -66,000 | -100.0% | -0.19% | – |
| VRNT | Exit | VERINT SYS INC | $0 | – | -100,000 | -100.0% | -0.26% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -121,000 | -100.0% | -0.46% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -42,131 | -100.0% | -0.47% | – |
| VRNS | Exit | VARONIS SYS INC | $0 | – | -250,200 | -100.0% | -0.59% | – |
| GENI | Exit | GENIUS SPORTS LIMITEDshares cl a | $0 | – | -3,395,000 | -100.0% | -0.78% | – |
| ALIT | Exit | ALIGHT INC | $0 | – | -2,695,000 | -100.0% | -1.34% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -836,900 | -100.0% | -4.54% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -1,040,500 | -100.0% | -6.25% | – |
| PLAN | Exit | ANAPLAN INC | $0 | – | -4,100,000 | -100.0% | -13.32% | – |
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.