13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001315863-23-000528
Total Value
$1.61B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS INC | PANW | 1,278,276 | $255.3M | 15.90% |
| 2 | BRAZE INC | BRZE | 5,584,131 | $193.0M | 12.02% |
| 3 | HUBSPOT INC | HUBS | 438,850 | $188.2M | 11.72% |
| 4 | PEGASYSTEMS INC | PEGA | 3,028,681 | $146.8M | 9.14% |
| 5 | ALPHABET INC | GOOG | 1,102,318 | $114.3M | 7.12% |
| 6 | UBER TECHNOLOGIES INC | UBER | 3,169,300 | $100.5M | 6.26% |
| 7 | SPRINKLR INC | CXM | 7,673,555 | $99.4M | 6.19% |
| 8 | NEW YORK TIMES CO | NYT | 2,521,974 | $98.1M | 6.11% |
| 9 | EVENTBRITE INC | EVEX-WT | 7,451,088 | $63.9M | 3.98% |
| 10 | PLANET FITNESS INC | PLNT | 715,500 | $55.6M | 3.46% |
| 11 | VARONIS SYS INC | VRNS | 1,940,000 | $50.5M | 3.14% |
| 12 | DATADOG INC | DDOG | 675,000 | $49.0M | 3.05% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 688,957 | $43.1M | 2.69% |
| 14 | TCV ACQUISITION CORP | G8704C124 | 2,750,000 | $28.2M | 1.75% |
| 15 | MICROSOFT CORP | MSFT | 93,000 | $26.8M | 1.67% |
| 16 | HYATT HOTELS CORP | H | 225,000 | $25.2M | 1.57% |
| 17 | ZOOMINFO TECHNOLOGIES INC | GTM | 790,000 | $19.5M | 1.22% |
| 18 | MIRUM PHARMACEUTICALS INC | MIRM | 734,922 | $17.7M | 1.10% |
| 19 | CRYOPORT INC | CYRX | 542,900 | $13.0M | 0.81% |
| 20 | TWO | G9152V101 | 1,000,000 | $10.3M | 0.64% |
| 21 | LUCID GROUP INC | LCID | 475,000 | $3.8M | 0.24% |
| 22 | GAMESTOP CORP NEW | GME-WT | 150,000 | $3.5M | 0.22% |
| 23 | ARROWROOT ACQUISITION CORP | 04282M110 | 250,000 | $31,838 | 0.00% |
| 24 | NORTHERN STAR INVEST CORP IV | NTRSO | 250,000 | $11,938 | 0.00% |
| 25 | KERNEL GROUP HOLDINGS INC | BEKE | 75,000 | $8,813 | 0.00% |
| 26 | FINSERV ACQUISITION CORP II | 31809Y111 | 75,000 | $3,338 | 0.00% |