CADIAN CAPITAL MANAGEMENT, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 95
New Positions 17
Increased Positions 37
Decreased Positions 57
Positions with Activity 94
Sold Out Positions 26
Total Mkt Value (in $ millions) 3,263

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

Sector Weighting

Basic Materials 1.37%
Capital Goods
Conglomerates 0.67%
Consumer Cyclical 2.47%
Consumer/Non-Cyclical
Energy
Financial 1.19%
Healthcare 9.95%
Services 15.35%
Technology 67.99%
Transportation
Utilities

95 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QLIK TECHNOLOGIES INC COM 296,350 126,092 74.06 10,959,693
VERINT SYS INC COM 285,410 26,049 10.04 5,132,345
PMC-SIERRA INC COM 190,189 -3,207 (1.66) 25,494,568
ALTERA CORP COM 186,372 -120,673 (39.3) 5,208,824
F5 NETWORKS INC COM 156,312 -6,621 (4.06) 1,316,423
LINKEDIN CORP COM CL A 135,251 135,251 New 650,900
E M C CORP MASS COM 127,793 -121,125 (48.66) 4,367,504
EQUINIX INC COM NEW 122,348 -152,075 (55.42) 575,808
COMSCORE INC COM 103,446 -18,068 (14.87) 2,841,132
ILLUMINA INC COM 102,450 50,815 98.41 625,000
YAHOO INC COM 100,416 -63,831 (38.86) 2,464,200
LIBERTY GLOBAL PLC SHS CL C 90,192 -7,670 (7.84) 2,199,000
CELGENE CORP COM 78,667 54,025 219.23 830,000
HCA HOLDINGS INC COM 77,628 14,104 22.20 1,100,800
LOGMEIN INC COM 65,558 -15,268 (18.89) 1,423,006
INFORMATICA CORP COM 64,251 -10,487 (14.03) 1,876,501
SOLARWINDS INC COM 63,243 63,243 New 1,504,000
PTC INC COM 60,756 -5,424 (8.2) 1,646,500
SHUTTERFLY INC COM 59,004 20,012 51.32 1,210,590
MCKESSON CORP COM 53,387 8,760 19.63 274,244