Filed: 2/13/2023ACC: 0001315863-23-000294
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$1.38B
Total AUM (reported)
47.58M
Total Shares
Allocation by class
COM$762.93M55.3%
CL A$199.73M14.5%
COM CL A$199.54M14.5%
CAP STK CL A$124.17M9.0%
CL A COM$36.37M2.6%
CL A SHS$35.71M2.6%
SHS CL A$20.19M1.5%
Portfolio Concentration
Top 3$424.03M30.8%
4–10$686.61M49.8%
11–25$267.89M19.4%
Rest$111.3K0.0%
Top 3 weight
30.8%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 47.58M
Sole
Full voting authority
47.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
PALO ALTO NETWORKS INC
SOLEShares1.08M
TypeSH
Market value$151.40M
10.98%
Sole
1.08M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares5.18M
TypeSH
Market value$141.20M
10.24%
Sole
5.18M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares454.60K
TypeSH
Market value$131.44M
9.53%
Sole
454.60K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares64.93K
TypeSH
Market value$130.84M
9.49%
Sole
64.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.41M
TypeSH
Market value$124.17M
9.01%
Sole
1.41M
Shared
0.00
None
0.00
COUPA SOFTWARE INC
SOLEShares1.33M
TypeSH
Market value$105.15M
7.63%
Sole
1.33M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares2.92M
TypeSH
Market value$94.85M
6.88%
Sole
2.92M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares3.46M
TypeSH
Market value$85.66M
6.21%
Sole
3.46M
Shared
0.00
None
0.00
PEGASYSTEMS INC
SOLEShares2.40M
TypeSH
Market value$82.07M
5.95%
Sole
2.40M
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares7.82M
TypeSH
Market value$63.87M
4.63%
Sole
7.82M
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares2.38M
TypeSH
Market value$56.88M
4.13%
Sole
2.38M
Shared
0.00
None
0.00
EVENTBRITE INC
SOLEShares8.01M
TypeSH
Market value$46.94M
3.40%
Sole
8.01M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares520.50K
TypeSH
Market value$41.02M
2.98%
Sole
520.50K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares383K
TypeSH
Market value$28.15M
2.04%
Sole
383K
Shared
0.00
None
0.00
TCV ACQUISITION CORP
SOLEShares2.75M
TypeSH
Market value$27.51M
2.00%
Sole
2.75M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares257K
TypeSH
Market value$12.13M
0.88%
Sole
257K
Shared
0.00
None
0.00
WARBURG PINCUS CAPTAL CORP I
SOLEShares1M
TypeSH
Market value$10.10M
0.73%
Sole
1M
Shared
0.00
None
0.00
WARBURG PINCUS CAPTAL CORP I
SOLEShares1M
TypeSH
Market value$10.09M
0.73%
Sole
1M
Shared
0.00
None
0.00
TWO
SOLEShares1M
TypeSH
Market value$10.07M
0.73%
Sole
1M
Shared
0.00
None
0.00
AMC ENTMT HLDGS INC
SOLEShares2.02M
TypeSH
Market value$8.21M
0.60%
Sole
2.02M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares377.37K
TypeSH
Market value$7.36M
0.53%
Sole
377.37K
Shared
0.00
None
0.00
MARLIN TECHNOLOGY CORP
SOLEShares600K
TypeSH
Market value$6.08M
0.44%
Sole
600K
Shared
0.00
None
0.00
KERNEL GROUP HOLDINGS INC
SOLEShares150K
TypeSH
Market value$1.51M
0.11%
Sole
150K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares110K
TypeSH
Market value$1.33M
0.10%
Sole
110K
Shared
0.00
None
0.00
SVF INVESTMENT CORP 2
SOLEShares50K
TypeSH
Market value$504.5K
0.04%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALO ALTO NETWORKS INCSOLE | COM | 1.08M | SH | $151.40M 10.98% | 1.08M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 5.18M | SH | $141.20M 10.24% | 5.18M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 454.60K | SH | $131.44M 9.53% | 454.60K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 64.93K | SH | $130.84M 9.49% | 64.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.41M | SH | $124.17M 9.01% | 1.41M | 0.00 | 0.00 |
COUPA SOFTWARE INCSOLE | COM | 1.33M | SH | $105.15M 7.63% | 1.33M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 2.92M | SH | $94.85M 6.88% | 2.92M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 3.46M | SH | $85.66M 6.21% | 3.46M | 0.00 | 0.00 |
PEGASYSTEMS INCSOLE | COM | 2.40M | SH | $82.07M 5.95% | 2.40M | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 7.82M | SH | $63.87M 4.63% | 7.82M | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 2.38M | SH | $56.88M 4.13% | 2.38M | 0.00 | 0.00 |
EVENTBRITE INCSOLE | COM CL A | 8.01M | SH | $46.94M 3.40% | 8.01M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 520.50K | SH | $41.02M 2.98% | 520.50K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 383K | SH | $28.15M 2.04% | 383K | 0.00 | 0.00 |
TCV ACQUISITION CORPSOLE | CL A SHS | 2.75M | SH | $27.51M 2.00% | 2.75M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 257K | SH | $12.13M 0.88% | 257K | 0.00 | 0.00 |
WARBURG PINCUS CAPTAL CORP ISOLE | SHS CL A | 1M | SH | $10.10M 0.73% | 1M | 0.00 | 0.00 |
WARBURG PINCUS CAPTAL CORP ISOLE | SHS CL A | 1M | SH | $10.09M 0.73% | 1M | 0.00 | 0.00 |
TWOSOLE | COM CL A | 1M | SH | $10.07M 0.73% | 1M | 0.00 | 0.00 |
AMC ENTMT HLDGS INCSOLE | CL A COM | 2.02M | SH | $8.21M 0.60% | 2.02M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 377.37K | SH | $7.36M 0.53% | 377.37K | 0.00 | 0.00 |
MARLIN TECHNOLOGY CORPSOLE | CL A SHS | 600K | SH | $6.08M 0.44% | 600K | 0.00 | 0.00 |
KERNEL GROUP HOLDINGS INCSOLE | CL A SHS | 150K | SH | $1.51M 0.11% | 150K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 110K | SH | $1.33M 0.10% | 110K | 0.00 | 0.00 |
SVF INVESTMENT CORP 2SOLE | CL A SHS | 50K | SH | $504.5K 0.04% | 50K | 0.00 | 0.00 |
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