CADIAN CAPITAL MANAGEMENT, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 112
New Positions 22
Increased Positions 48
Decreased Positions 63
Positions with Activity 111
Sold Out Positions 36
Total Mkt Value (in $ millions) 3,411

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

Sector Weighting

Basic Materials 0.51%
Capital Goods 0.62%
Conglomerates 0.43%
Consumer Cyclical 2.68%
Consumer/Non-Cyclical
Energy
Financial 1.56%
Healthcare 7.72%
Services 16.83%
Technology 61.77%
Transportation 1.34%
Utilities

112 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 382,477 -25,522 (6.26) 7,818,417
QLIK TECHNOLOGIES INC COM 330,395 -36,663 (9.99) 8,272,278
MICRON TECHNOLOGY INC COM 251,937 157,217 165.98 13,903,813
LIBERTY GLOBAL PLC SHS CL C 209,253 10,478 5.27 4,340,442
PMC-SIERRA INC COM 192,073 11,367 6.29 28,624,949
IAC INTERACTIVECORP COM PAR $.001 178,790 -67,702 (27.47) 2,234,038
VERINT SYS INC COM 169,775 -136,299 (44.53) 2,929,174
INFOBLOX INC COM 112,501 -11,038 (8.94) 4,677,811
ELECTRONICS FOR IMAGING INC COM 109,650 60,026 120.96 2,410,426
LOGMEIN INC COM 104,083 2,526 2.49 1,422,488
SHIRE PLC SPONSORED ADR 82,889 -20,755 (20.03) 319,900
LIBERTY TRIPADVISOR HLDGS INC COM SER A 70,694 31,348 79.67 2,395,600
TRIPADVISOR INC COM 67,664 39,051 136.48 839,500
ILLUMINA INC COM 62,796 -16,507 (20.82) 289,024
GROUPON INC COM CL A 58,418 28,547 95.57 11,849,496
VIPSHOP HLDGS LTD SPONSORED ADR 49,871 25,111 101.42 2,494,800
BIOMARIN PHARMACEUTICAL INC COM 46,904 15,875 51.16 325,000
CANADIAN PAC RY LTD COM 45,631 34,812 321.79 295,250
PERRIGO CO PLC SHS 41,624 2,904 7.50 215,000
RADWARE LTD ORD 38,797 8,040 26.14 1,934,063


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