Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
CADIAN CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 28 2,217,831,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
IAC INTERACTIVECORP COM 1 $296,450,000 1,362,800 13.37 13.64 -300,749 -18.08
ALTABA INC COM Liquidated $0 0 10.88 7.44 1,004,182 36.41
PALO ALTO NETWORKS INC COM 3 $268,620,000 1,318,316 12.11 8.80 389,383 41.92
SPOTIFY TECHNOLOGY S A SHS 4 $168,068,000 1,149,422 7.58 6.28 -10,578 -0.91
ZOGENIX INC COM NEW 5 $156,977,000 3,285,410 7.08 2.86 1,951,818 146.36
TABLEAU SOFTWARE INC CL A Liquidated $0 0 5.11 4.31 257,168 33.31
ZYNGA INC CL A 7 $127,657,000 20,825,037 5.76 4.59 -1,227,763 -5.57
YANDEX N V SHS CLASS A 8 $124,070,000 3,265,000 5.59 4.37 5,000 0.15
PORTOLA PHARMACEUTICALS INC COM 9 $111,007,000 4,091,687 5.01 5.38 116,789 2.94
RADWARE LTD ORD 10 $107,159,000 4,333,149 4.83 4.36 60,400 1.41
PEGASYSTEMS INC COM 11 $104,907,000 1,473,200 4.73 5.51 -698,009 -32.15
FACEBOOK INC CL A 12 $96,500,000 500,000 4.35 2.71 83,000 19.90
SAREPTA THERAPEUTICS INC COM 13 $83,345,000 548,500 3.76 2.84 -62,046 -10.16
CHARTER COMMUNICATIONS INC N CL A 14 $79,036,000 200,000 3.56 2.86 -11,000 -5.21
ELECTRONICS FOR IMAGING INC COM Liquidated $0 0 2.95 3.89 -554,688 -16.48
ZENDESK INC COM Liquidated $0 0 3.17 1,165,601 +Inf
NETFLIX INC COM 17 $64,281,000 175,000 2.90 1.22 87,000 98.86
VARONIS SYS INC COM 18 $61,293,000 989,553 2.76 1.17 487,453 97.08
BOOKING HLDGS INC COM 19 $56,241,000 30,000 2.54 3.06 -15,000 -33.33
FARFETCH LTD ORD SH CL A 20 $52,000,000 2,500,000 2.34 1.16 1,400,000 127.27
ALPHABET INC CAP STK CL A Liquidated $0 0 1.97 5.84 -77,200 -64.33
GUIDEWIRE SOFTWARE INC COM 22 $50,051,000 493,700 2.26 1.61 68,000 15.97
BLUEPRINT MEDICINES CORP COM 23 $49,359,000 523,261 2.23 0.62 323,261 161.63
NANOSTRING TECHNOLOGIES INC COM 24 $46,351,000 1,527,209 2.09 0.53 962,209 170.30
GENMARK DIAGNOSTICS INC COM 25 $36,608,000 5,640,748 1.65 1.43 488,739 9.49
INSTRUCTURE INC COM Liquidated $0 0 1.30 2.14 -517,097 -42.30
PAGSEGURO DIGITAL LTD COM CL A 27 $24,324,000 624,169 1.10 1.28 -475,831 -43.26
HEADHUNTER GROUP PLC SPONSORED ADS 28 $14,788,000 910,000 0.67 910,000 +Inf
JAZZ PHARMACEUTICALS PLC SHS USD Liquidated $0 0 0.58 100,000 +Inf
FIRST DATA CORP NEW COM CL A Liquidated $0 0 0.51 650,000 +Inf
CVS HEALTH CORP COM 31 $10,898,000 200,000 0.49 200,000 +Inf
EBIX INC COM NEW Liquidated $0 0 0.35 0.35 0 0.00
DENTSPLY SIRONA INC COM 33 $8,170,000 140,000 0.37 0.66 -200,000 -58.82
INCYTE CORP COM Liquidated $0 0 0.35 118,016 +Inf
AMICUS THERAPEUTICS INC COM 35 $7,488,000 600,000 0.34 0.11 400,000 200.00
GTT COMMUNICATIONS INC COM 36 $6,160,000 350,000 0.28 0.03 329,800 1632.67
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 37 $5,638,000 148,459 0.25 0.13 60,000 67.83
ACCELERATE DIAGNOSTICS INC COM 38 $385,000 16,825 0.02 0.24 -281,167 -94.35
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