CADIAN CAPITAL MANAGEMENT, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 107
New Positions 32
Increased Positions 62
Decreased Positions 37
Positions with Activity 99
Sold Out Positions 16
Total Mkt Value (in $ millions) 3,977

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

Sector Weighting

Basic Materials 0.41%
Capital Goods 0.78%
Conglomerates 1.6%
Consumer Cyclical 1.86%
Consumer/Non-Cyclical 0%
Energy
Financial 1.6%
Healthcare 7.2%
Services 15.57%
Technology 66.11%
Transportation 0.51%
Utilities

107 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 370,218 75,298 25.53 8,340,117
VERINT SYS INC COM 331,105 -17,001 (4.88) 5,280,787
QLIK TECHNOLOGIES INC COM 290,044 -62,744 (17.79) 9,190,237
PMC-SIERRA INC COM 250,188 2,787 1.13 26,930,868
IAC INTERACTIVECORP COM PAR $.001 207,746 122,759 144.44 3,080,000
LIBERTY GLOBAL PLC SHS CL C 204,382 38,665 23.33 4,123,100
LINKEDIN CORP COM CL A 165,424 -64,563 (28.07) 644,400
MICRON TECHNOLOGY INC COM 139,440 38,564 38.23 5,227,351
INFOBLOX INC COM 123,180 33,986 38.10 5,136,791
INFORMATICA CORP COM 109,478 -23,958 (17.96) 2,490,391
SHIRE PLC SPONSORED ADR 96,388 -79,743 (45.28) 400,000
E M C CORP MASS COM 95,389 -12,133 (11.28) 3,789,787
COMSCORE INC COM 91,648 -74,605 (44.87) 1,803,376
LOGMEIN INC COM 77,795 982 1.28 1,387,964
ILLUMINA INC COM 68,317 New 365,000
RPX CORP COM 63,611 11,096 21.13 4,473,366
F5 NETWORKS INC COM 57,619 -41,177 (41.68) 506,006
GROUPON INC COM CL A 46,109 34,694 303.93 6,059,000
NICE SYS LTD SPONSORED ADR 44,982 4,116 10.07 765,000
ELECTRONICS FOR IMAGING INC COM 44,857 10,560 30.79 1,090,890