Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CADIAN CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 26 2,103,547,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
IAC INTERACTIVECORP COM 1 $331,872,000 1,522,558 15.78 13.37 159,758 11.72 09-30-2019
2
PALO ALTO NETWORKS INC COM 3 $259,438,000 1,272,816 12.33 12.11 -45,500 -3.45 09-30-2019
ZYNGA INC CL A 4 $165,832,000 28,493,500 7.88 5.76 7,668,463 36.82 09-30-2019
ZOGENIX INC COM NEW 5 $139,087,000 3,473,695 6.61 7.08 188,285 5.73 09-30-2019
6
SPOTIFY TECHNOLOGY S A SHS 7 $128,820,000 1,130,000 6.12 7.58 -19,422 -1.69 09-30-2019
VARONIS SYS INC COM 8 $113,342,000 1,895,991 5.39 2.76 906,438 91.60 09-30-2019
BLUEPRINT MEDICINES CORP COM 9 $104,232,000 1,418,704 4.96 2.23 895,443 171.13 09-30-2019
RADWARE LTD ORD 10 $102,669,000 4,232,009 4.88 4.83 -101,140 -2.33 09-30-2019
PEGASYSTEMS INC COM 11 $98,775,000 1,451,513 4.70 4.73 -21,687 -1.47 09-30-2019
PORTOLA PHARMACEUTICALS INC COM 12 $98,350,000 3,667,037 4.68 5.01 -424,650 -10.38 09-30-2019
SAREPTA THERAPEUTICS INC COM 13 $94,338,000 1,252,500 4.48 3.76 704,000 128.35 09-30-2019
ZENDESK INC COM 14 $77,355,000 1,061,400 3.68 1,061,400 +Inf 09-30-2019
15
NETFLIX INC COM Liquidated $0 0 2.90 1.22 87,000 98.86 09-30-2019
BOOKING HLDGS INC COM 17 $58,878,000 30,000 2.80 2.54 0 0.00 09-30-2019
GUIDEWIRE SOFTWARE INC COM 18 $58,601,000 556,096 2.79 2.26 62,396 12.64 09-30-2019
NANOSTRING TECHNOLOGIES INC COM 19 $53,458,000 2,476,069 2.54 2.09 948,860 62.13 09-30-2019
FARFETCH LTD ORD SH CL A Liquidated $0 0 2.34 1.16 1,400,000 127.27 09-30-2019
21
YANDEX N V SHS CLASS A 22 $47,964,000 1,370,000 2.28 5.59 -1,895,000 -58.04 09-30-2019
CHARTER COMMUNICATIONS INC N CL A 23 $45,333,000 110,000 2.16 3.56 -90,000 -45.00 09-30-2019
GENMARK DIAGNOSTICS INC COM 24 $34,197,000 5,643,118 1.63 1.65 2,370 0.04 09-30-2019
25
EVENTBRITE INC COM CL A 26 $27,185,000 1,535,000 1.29 1,535,000 +Inf 09-30-2019
PAGSEGURO DIGITAL LTD COM CL A Liquidated $0 0 1.10 1.28 -475,831 -43.26 09-30-2019
HEADHUNTER GROUP PLC SPONSORED ADS 28 $17,554,000 910,000 0.83 0.67 0 0.00 09-30-2019
CVS HEALTH CORP COM 29 $12,614,000 200,000 0.60 0.49 0 0.00 09-30-2019
30
SAILPOINT TECHNLGIES HLDGS I COM 31 $8,579,000 459,000 0.41 459,000 +Inf 09-30-2019
DENTSPLY SIRONA INC COM Liquidated $0 0 0.37 0.66 -200,000 -58.82 09-30-2019
AMICUS THERAPEUTICS INC COM 33 $8,020,000 1,000,000 0.38 0.34 400,000 66.67 09-30-2019
FACEBOOK INC CL A 34 $8,014,000 45,000 0.38 4.35 -455,000 -91.00 09-30-2019
GTT COMMUNICATIONS INC COM Liquidated $0 0 0.28 0.03 329,800 1632.67 09-30-2019
EVOLUS INC COM 36 $5,223,000 334,396 0.25 334,396 +Inf 09-30-2019
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 37 $3,817,000 90,959 0.18 0.25 -57,500 -38.73 09-30-2019
ACCELERATE DIAGNOSTICS INC COM Liquidated $0 0 0.02 0.24 -281,167 -94.35 09-30-2019
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