13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001315863-23-000294
Total Value
$1.38B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS INC | PANW | 1,084,976 | $151.4M | 10.98% |
| 2 | BRAZE INC | BRZE | 5,175,799 | $141.2M | 10.24% |
| 3 | HUBSPOT INC | HUBS | 454,603 | $131.4M | 9.53% |
| 4 | BOOKING HOLDINGS INC | BKNG | 64,926 | $130.8M | 9.49% |
| 5 | ALPHABET INC | GOOG | 1,407,318 | $124.2M | 9.01% |
| 6 | COUPA SOFTWARE INC | 22266L106 | 1,328,171 | $105.2M | 7.63% |
| 7 | NEW YORK TIMES CO | NYT | 2,921,974 | $94.8M | 6.88% |
| 8 | UBER TECHNOLOGIES INC | UBER | 3,463,945 | $85.7M | 6.21% |
| 9 | PEGASYSTEMS INC | PEGA | 2,396,866 | $82.1M | 5.95% |
| 10 | SPRINKLR INC | CXM | 7,817,286 | $63.9M | 4.63% |
| 11 | VARONIS SYS INC | VRNS | 2,376,134 | $56.9M | 4.13% |
| 12 | EVENTBRITE INC | EVEX-WT | 8,010,707 | $46.9M | 3.40% |
| 13 | PLANET FITNESS INC | PLNT | 520,500 | $41.0M | 2.98% |
| 14 | DATADOG INC | DDOG | 383,000 | $28.2M | 2.04% |
| 15 | TCV ACQUISITION CORP | G8704C124 | 2,750,000 | $27.5M | 2.00% |
| 16 | PROCORE TECHNOLOGIES INC | PCOR | 257,000 | $12.1M | 0.88% |
| 17 | WARBURG PINCUS CAPTAL CORP I | G9461D107 | 1,000,000 | $10.1M | 0.73% |
| 18 | WARBURG PINCUS CAPTAL CORP I | G9460M108 | 1,000,000 | $10.1M | 0.73% |
| 19 | TWO | G9152V101 | 1,000,000 | $10.1M | 0.73% |
| 20 | AMC ENTMT HLDGS INC | 00165C104 | 2,018,366 | $8.2M | 0.60% |
| 21 | MIRUM PHARMACEUTICALS INC | MIRM | 377,374 | $7.4M | 0.53% |
| 22 | MARLIN TECHNOLOGY CORP | G58411102 | 600,000 | $6.1M | 0.44% |
| 23 | KERNEL GROUP HOLDINGS INC | BEKE | 150,000 | $1.5M | 0.11% |
| 24 | AMPLITUDE INC | AMPL | 110,000 | $1.3M | 0.10% |
| 25 | SVF INVESTMENT CORP 2 | G8601M100 | 50,000 | $504,500 | 0.04% |
| 26 | FTAC ATHENA ACQUISITION CORP | G37283101 | 10,000 | $101,000 | 0.01% |
| 27 | NORTHERN STAR INVEST CORP IV | NTRSO | 250,000 | $6,038 | 0.00% |
| 28 | ARROWROOT ACQUISITION CORP | 04282M110 | 250,000 | $2,850 | 0.00% |
| 29 | FINSERV ACQUISITION CORP II | 31809Y111 | 75,000 | $544 | 0.00% |
| 30 | KERNEL GROUP HOLDINGS INC | BEKE | 75,000 | $510 | 0.00% |
| 31 | MARLIN TECHNOLOGY CORP | G58411110 | 200,000 | $330 | 0.00% |