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) 3,357

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

Sector Weighting

Basic Materials 1.47%
Capital Goods
Conglomerates 0.67%
Consumer Cyclical 2.48%
Consumer/Non-Cyclical
Energy
Financial 1.24%
Healthcare 9.52%
Services 15.51%
Technology 68.11%
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 323,530 137,656 74.06 10,959,693
VERINT SYS INC COM 275,658 25,159 10.04 5,132,345
PMC-SIERRA INC COM 196,563 -3,314 (1.66) 25,494,568
ALTERA CORP COM 184,887 -119,711 (39.3) 5,208,824
F5 NETWORKS INC COM 164,658 -6,975 (4.06) 1,316,423
LINKEDIN CORP COM CL A 146,342 146,342 New 650,900
E M C CORP MASS COM 129,496 -122,739 (48.66) 4,367,504
EQUINIX INC COM NEW 124,795 -155,117 (55.42) 575,808
COMSCORE INC COM 111,770 -19,522 (14.87) 2,841,132
ILLUMINA INC COM 107,969 53,553 98.41 625,000
YAHOO INC COM 105,665 -67,167 (38.86) 2,464,200
LIBERTY GLOBAL PLC SHS CL C 92,512 -7,867 (7.84) 2,199,000
HCA HOLDINGS INC COM 78,773 14,312 22.20 1,100,800
CELGENE CORP COM 75,962 52,166 219.23 830,000
LOGMEIN INC COM 66,013 -15,374 (18.89) 1,423,006
SOLARWINDS INC COM 66,011 66,011 New 1,504,000
PTC INC COM 65,210 -5,822 (8.2) 1,646,500
INFORMATICA CORP COM 61,774 -10,083 (14.03) 1,876,501
SHUTTERFLY INC COM 60,312 20,456 51.32 1,210,590
MCKESSON CORP COM 52,781 8,661 19.63 274,244


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