CADIAN CAPITAL MANAGEMENT, LP Information

535 MADISON AVENUE, NEW YORK, New York, 10022, (212) 792-8800

Report Date: 09/30/2014

Position Statistics

Total Positions 90
New Positions 21
Increased Positions 45
Decreased Positions 41
Positions with Activity 86
Sold Out Positions 15
Total Mkt Value (in $ millions) 4,039

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates 1.25%
Consumer Cyclical 0.54%
Consumer/Non-Cyclical 0.13%
Energy
Financial 1.28%
Healthcare 12.52%
Services 16.52%
Technology 66.96%
Transportation
Utilities

90 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QLIK TECHNOLOGIES INC COM 356,365 6,970 2.00 11,178,310
VERINT SYS INC COM 330,285 24,961 8.18 5,551,934
ALTERA CORP COM 254,259 54,917 27.55 6,643,824
PMC-SIERRA INC COM 242,874 10,363 4.46 26,630,868
LINKEDIN CORP COM CL A 210,760 57,636 37.64 895,900
LIBERTY GLOBAL PLC SHS CL C 164,547 56,313 52.03 3,343,100
SHIRE PLC SPONSORED ADR 155,599 155,599 New 730,925
COMSCORE INC COM 155,293 20,424 15.14 3,271,393
MICRON TECHNOLOGY INC COM 132,358 94,500 249.62 3,781,651
E M C CORP MASS COM 131,956 -2,956 (2.19) 4,271,817
INFORMATICA CORP COM 118,137 45,104 61.76 3,035,391
F5 NETWORKS INC COM 115,967 -59,986 (34.09) 867,624
EQUINIX INC COM NEW 111,321 -22,704 (16.94) 478,266
YAHOO INC COM 110,071 -15,258 (12.17) 2,164,200
HCA HOLDINGS INC COM 78,621 -3,741 (4.54) 1,050,800
IAC INTERACTIVECORP COM PAR $.001 78,586 78,586 New 1,260,000
INFOBLOX INC COM 77,403 26,588 52.32 3,719,513
SOLARWINDS INC COM 72,666 -4,550 (5.89) 1,415,382
ILLUMINA INC COM 68,693 -48,932 (41.6) 365,000
LOGMEIN INC COM 67,576 -2,592 (3.69) 1,370,436


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