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 106
New Positions 32
Increased Positions 61
Decreased Positions 37
Positions with Activity 98
Sold Out Positions 16
Total Mkt Value (in $ millions) 4,072

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

Sector Weighting

Basic Materials 0.39%
Capital Goods 0.76%
Conglomerates 1.65%
Consumer Cyclical 1.85%
Consumer/Non-Cyclical 0%
Energy
Financial 1.65%
Healthcare 6.89%
Services 15.31%
Technology 66.37%
Transportation 0.53%
Utilities

106 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 341,027 69,361 25.53 8,340,117
VERINT SYS INC COM 337,416 -17,325 (4.88) 5,280,787
QLIK TECHNOLOGIES INC COM 324,415 -70,179 (17.79) 9,190,237
PMC-SIERRA INC COM 242,109 2,697 1.13 26,930,868
IAC INTERACTIVECORP COM PAR $.001 222,191 131,295 144.44 3,080,000
LIBERTY GLOBAL PLC SHS CL C 210,072 39,741 23.33 4,123,100
LINKEDIN CORP COM CL A 168,156 -65,629 (28.07) 644,400
MICRON TECHNOLOGY INC COM 152,639 42,214 38.23 5,227,351
INFOBLOX INC COM 125,954 34,752 38.10 5,136,791
INFORMATICA CORP COM 119,937 -26,247 (17.96) 2,490,391
SHIRE PLC SPONSORED ADR 102,044 -84,422 (45.28) 400,000
E M C CORP MASS COM 100,429 -12,774 (11.28) 3,789,787
COMSCORE INC COM 96,445 -78,510 (44.87) 1,803,376
LOGMEIN INC COM 81,626 1,031 1.28 1,387,964
ILLUMINA INC COM 69,200 New 365,000
RPX CORP COM 67,235 11,728 21.13 4,473,366
F5 NETWORKS INC COM 62,330 -44,544 (41.68) 506,006
MYLAN N V SHS EURO 53,284 New 700,550
IXIA COM 47,152 15,016 46.73 3,757,094
NICE SYS LTD SPONSORED ADR 45,755 4,187 10.07 765,000


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