13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004453
Total Value
$2.48B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS INC | PANW | 1,204,676 | $282.4M | 11.37% |
| 2 | CATALENT INC | 148806102 | 5,304,784 | $241.5M | 9.72% |
| 3 | PLANET FITNESS INC | PLNT | 4,043,507 | $198.9M | 8.00% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 3,026,123 | $197.7M | 7.96% |
| 5 | HUBSPOT INC | HUBS | 337,217 | $166.1M | 6.69% |
| 6 | ZOOMINFO TECHNOLOGIES INC | GTM | 9,765,615 | $160.2M | 6.45% |
| 7 | BRAZE INC | BRZE | 3,347,838 | $156.4M | 6.30% |
| 8 | SPRINKLR INC | CXM | 11,204,601 | $155.1M | 6.24% |
| 9 | PEGASYSTEMS INC | PEGA | 3,431,228 | $148.9M | 6.00% |
| 10 | VARONIS SYS INC | VRNS | 3,574,334 | $109.2M | 4.39% |
| 11 | NEW YORK TIMES CO | NYT | 2,400,000 | $98.9M | 3.98% |
| 12 | ALPHABET INC | GOOG | 724,818 | $94.8M | 3.82% |
| 13 | CRITEO S A | CRTO | 2,487,803 | $72.6M | 2.92% |
| 14 | HYATT HOTELS CORP | H | 621,800 | $66.0M | 2.66% |
| 15 | BIGCOMMERCE HLDGS INC | CMRC | 6,648,530 | $65.6M | 2.64% |
| 16 | MIRUM PHARMACEUTICALS INC | MIRM | 1,434,922 | $45.3M | 1.83% |
| 17 | DATADOG INC | DDOG | 497,000 | $45.3M | 1.82% |
| 18 | CRYOPORT INC | CYRX | 2,656,739 | $36.4M | 1.47% |
| 19 | MICROSOFT CORP | MSFT | 107,000 | $33.8M | 1.36% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 1,256,008 | $32.0M | 1.29% |
| 21 | LIBERTY MEDIA CORP DEL | FWONB | 1,090,376 | $27.8M | 1.12% |
| 22 | PROS HOLDINGS INC | 74346Y103 | 387,212 | $13.4M | 0.54% |
| 23 | SIRIUS XM HOLDINGS INC | SIRI | 1,975,390 | $8.9M | 0.36% |
| 24 | FIVE9 INC | FIVN | 85,000 | $5.5M | 0.22% |
| 25 | C3 AI INC | AI | 200,000 | $5.1M | 0.21% |
| 26 | CHARGEPOINT HOLDINGS INC | CHPT | 1,000,000 | $5.0M | 0.20% |
| 27 | BOWLERO CORP | LUCK | 500,000 | $4.8M | 0.19% |
| 28 | CAVA GROUP INC | CAVA | 150,000 | $4.6M | 0.18% |
| 29 | GAMESTOP CORP NEW | GME-WT | 130,000 | $2.1M | 0.09% |
| 30 | ARROWROOT ACQUISITION CORP | 04282M110 | 250,000 | $44,738 | 0.00% |
| 31 | KERNEL GROUP HOLDINGS INC | BEKE | 75,000 | $5,175 | 0.00% |
| 32 | FINSERV ACQUISITION CORP II | 31809Y111 | 75,000 | $2,775 | 0.00% |