13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001315863-23-000712
Total Value
$2.12B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS INC | PANW | 951,176 | $243.0M | 11.49% |
| 2 | BRAZE INC | BRZE | 4,684,768 | $205.1M | 9.70% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 2,773,123 | $180.4M | 8.53% |
| 4 | PEGASYSTEMS INC | PEGA | 3,487,351 | $171.9M | 8.13% |
| 5 | HUBSPOT INC | HUBS | 270,350 | $143.9M | 6.80% |
| 6 | SPRINKLR INC | CXM | 9,769,694 | $135.1M | 6.39% |
| 7 | CATALENT INC | 148806102 | 2,778,034 | $120.5M | 5.69% |
| 8 | ZOOMINFO TECHNOLOGIES INC | GTM | 4,634,615 | $117.7M | 5.56% |
| 9 | NEW YORK TIMES CO | NYT | 2,746,974 | $108.2M | 5.11% |
| 10 | PLANET FITNESS INC | PLNT | 1,527,500 | $103.0M | 4.87% |
| 11 | UBER TECHNOLOGIES INC | UBER | 2,359,800 | $101.9M | 4.82% |
| 12 | ALPHABET INC | GOOG | 767,818 | $91.9M | 4.34% |
| 13 | VARONIS SYS INC | VRNS | 2,655,000 | $70.8M | 3.34% |
| 14 | HYATT HOTELS CORP | H | 580,000 | $66.5M | 3.14% |
| 15 | DATADOG INC | DDOG | 545,000 | $53.6M | 2.53% |
| 16 | BIGCOMMERCE HLDGS INC | CMRC | 5,076,592 | $50.5M | 2.39% |
| 17 | CRITEO S A | CRTO | 1,100,000 | $37.1M | 1.75% |
| 18 | MICROSOFT CORP | MSFT | 107,000 | $36.4M | 1.72% |
| 19 | MIRUM PHARMACEUTICALS INC | MIRM | 1,264,922 | $32.7M | 1.55% |
| 20 | CRYOPORT INC | CYRX | 667,141 | $11.5M | 0.54% |
| 21 | C3 AI INC | AI | 230,000 | $8.4M | 0.40% |
| 22 | AMC ENTMT HLDGS INC | 00165C104 | 1,763,000 | $7.8M | 0.37% |
| 23 | FIVE9 INC | FIVN | 85,000 | $7.0M | 0.33% |
| 24 | NANOSTRING TECHNOLOGIES INC | 63009R109 | 1,000,000 | $4.0M | 0.19% |
| 25 | EVENTBRITE INC | EVEX-WT | 336,829 | $3.2M | 0.15% |
| 26 | GAMESTOP CORP NEW | GME-WT | 130,000 | $3.2M | 0.15% |
| 27 | ARROWROOT ACQUISITION CORP | 04282M110 | 250,000 | $57,288 | 0.00% |
| 28 | NORTHERN STAR INVEST CORP IV | NTRSO | 250,000 | $14,463 | 0.00% |
| 29 | KERNEL GROUP HOLDINGS INC | BEKE | 75,000 | $8,190 | 0.00% |
| 30 | FINSERV ACQUISITION CORP II | 31809Y111 | 75,000 | $2,074 | 0.00% |