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) 4,022

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 1.23%
Consumer Cyclical 0.54%
Consumer/Non-Cyclical 0.13%
Energy
Financial 1.25%
Healthcare 12.44%
Services 16.55%
Technology 67.05%
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 355,135 6,945 2.00 11,178,310
VERINT SYS INC COM 328,730 24,844 8.18 5,551,934
ALTERA CORP COM 252,266 54,487 27.55 6,643,824
PMC-SIERRA INC COM 243,406 10,386 4.46 26,630,868
LINKEDIN CORP COM CL A 207,696 56,798 37.64 895,900
LIBERTY GLOBAL PLC SHS CL C 164,146 56,175 52.03 3,343,100
COMSCORE INC COM 155,718 20,480 15.14 3,271,393
SHIRE PLC SPONSORED ADR 152,975 152,975 New 730,925
MICRON TECHNOLOGY INC COM 132,017 94,257 249.62 3,781,651
E M C CORP MASS COM 131,102 -2,937 (2.19) 4,271,817
INFORMATICA CORP COM 118,137 45,104 61.76 3,035,391
F5 NETWORKS INC COM 117,225 -60,637 (34.09) 867,624
EQUINIX INC COM NEW 111,513 -22,743 (16.94) 478,266
YAHOO INC COM 109,617 -15,195 (12.17) 2,164,200
HCA HOLDINGS INC COM 78,694 -3,745 (4.54) 1,050,800
IAC INTERACTIVECORP COM PAR $.001 77,893 77,893 New 1,260,000
INFOBLOX INC COM 77,366 26,576 52.32 3,719,513
SOLARWINDS INC COM 72,850 -4,561 (5.89) 1,415,382
LOGMEIN INC COM 68,111 -2,613 (3.69) 1,370,436
ILLUMINA INC COM 67,970 -48,417 (41.6) 365,000


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