$1.61 Billion is the total value of CADIAN CAPITAL MANAGEMENT, LP's 26 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TCVA | TCV ACQUISITION CORP | $28,160,000 | +2.3% | 2,750,000 | 0.0% | 1.75% | -12.1% | |
TWOA | TWO | $10,250,000 | +1.8% | 1,000,000 | 0.0% | 0.64% | -12.6% | |
ARRWW | ARROWROOT ACQUISITION CORP*w exp 03/02/202 | $31,838 | +1017.1% | 250,000 | 0.0% | 0.00% | – | |
NSTDWS | NORTHERN STAR INVEST CORP IV*w exp 02/25/202 | $11,938 | +97.7% | 250,000 | 0.0% | 0.00% | – | |
KRNLW | KERNEL GROUP HOLDINGS INC*w exp 02/02/202 | $8,813 | +1628.0% | 75,000 | 0.0% | 0.00% | – | |
FSRXW | FINSERV ACQUISITION CORP II*w exp 02/17/202 | $3,338 | +513.6% | 75,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.