Filed: 5/15/2023ACC: 0001315863-23-000528
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.61B
Total AUM (reported)
43.68M
Total Shares
Allocation by class
COM$832.67M51.9%
COM CL A$292.38M18.2%
CL A$256.53M16.0%
CAP STK CL A$114.34M7.1%
CL A COM$49.05M3.1%
CL A SHS$28.16M1.8%
COMMON STOCK$19.52M1.2%
Portfolio Concentration
Top 3$636.52M39.6%
4–10$678.65M42.3%
11–25$290.56M18.1%
Rest$3.3K0.0%
Top 3 weight
39.6%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 43.68M
Sole
Full voting authority
43.68M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
PALO ALTO NETWORKS INC
SOLEShares1.28M
TypeSH
Market value$255.32M
15.90%
Sole
1.28M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares5.58M
TypeSH
Market value$193.04M
12.02%
Sole
5.58M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares438.85K
TypeSH
Market value$188.16M
11.72%
Sole
438.85K
Shared
0.00
None
0.00
PEGASYSTEMS INC
SOLEShares3.03M
TypeSH
Market value$146.83M
9.14%
Sole
3.03M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.10M
TypeSH
Market value$114.34M
7.12%
Sole
1.10M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares3.17M
TypeSH
Market value$100.47M
6.26%
Sole
3.17M
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares7.67M
TypeSH
Market value$99.45M
6.19%
Sole
7.67M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares2.52M
TypeSH
Market value$98.05M
6.11%
Sole
2.52M
Shared
0.00
None
0.00
EVENTBRITE INC
SOLEShares7.45M
TypeSH
Market value$63.93M
3.98%
Sole
7.45M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares715.50K
TypeSH
Market value$55.57M
3.46%
Sole
715.50K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares1.94M
TypeSH
Market value$50.46M
3.14%
Sole
1.94M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares675K
TypeSH
Market value$49.05M
3.05%
Sole
675K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares688.96K
TypeSH
Market value$43.15M
2.69%
Sole
688.96K
Shared
0.00
None
0.00
TCV ACQUISITION CORP
SOLEShares2.75M
TypeSH
Market value$28.16M
1.75%
Sole
2.75M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares93K
TypeSH
Market value$26.81M
1.67%
Sole
93K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares225K
TypeSH
Market value$25.15M
1.57%
Sole
225K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares790K
TypeSH
Market value$19.52M
1.22%
Sole
790K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares734.92K
TypeSH
Market value$17.65M
1.10%
Sole
734.92K
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares542.90K
TypeSH
Market value$13.03M
0.81%
Sole
542.90K
Shared
0.00
None
0.00
TWO
SOLEShares1M
TypeSH
Market value$10.25M
0.64%
Sole
1M
Shared
0.00
None
0.00
LUCID GROUP INC
SOLEShares475K
TypeSH
Market value$3.82M
0.24%
Sole
475K
Shared
0.00
None
0.00
GAMESTOP CORP NEW
SOLEShares150K
TypeSH
Market value$3.45M
0.22%
Sole
150K
Shared
0.00
None
0.00
ARROWROOT ACQUISITION CORP
SOLEShares250K
TypeSH
Market value$31.8K
<0.01%
Sole
250K
Shared
0.00
None
0.00
NORTHERN STAR INVEST CORP IV
SOLEShares250K
TypeSH
Market value$11.9K
<0.01%
Sole
250K
Shared
0.00
None
0.00
KERNEL GROUP HOLDINGS INC
SOLEShares75K
TypeSH
Market value$8.8K
<0.01%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALO ALTO NETWORKS INCSOLE | COM | 1.28M | SH | $255.32M 15.90% | 1.28M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 5.58M | SH | $193.04M 12.02% | 5.58M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 438.85K | SH | $188.16M 11.72% | 438.85K | 0.00 | 0.00 |
PEGASYSTEMS INCSOLE | COM | 3.03M | SH | $146.83M 9.14% | 3.03M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.10M | SH | $114.34M 7.12% | 1.10M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 3.17M | SH | $100.47M 6.26% | 3.17M | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 7.67M | SH | $99.45M 6.19% | 7.67M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 2.52M | SH | $98.05M 6.11% | 2.52M | 0.00 | 0.00 |
EVENTBRITE INCSOLE | COM CL A | 7.45M | SH | $63.93M 3.98% | 7.45M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 715.50K | SH | $55.57M 3.46% | 715.50K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 1.94M | SH | $50.46M 3.14% | 1.94M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 675K | SH | $49.05M 3.05% | 675K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 688.96K | SH | $43.15M 2.69% | 688.96K | 0.00 | 0.00 |
TCV ACQUISITION CORPSOLE | CL A SHS | 2.75M | SH | $28.16M 1.75% | 2.75M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 93K | SH | $26.81M 1.67% | 93K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 225K | SH | $25.15M 1.57% | 225K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 790K | SH | $19.52M 1.22% | 790K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 734.92K | SH | $17.65M 1.10% | 734.92K | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 542.90K | SH | $13.03M 0.81% | 542.90K | 0.00 | 0.00 |
TWOSOLE | COM CL A | 1M | SH | $10.25M 0.64% | 1M | 0.00 | 0.00 |
LUCID GROUP INCSOLE | COM | 475K | SH | $3.82M 0.24% | 475K | 0.00 | 0.00 |
GAMESTOP CORP NEWSOLE | CL A | 150K | SH | $3.45M 0.22% | 150K | 0.00 | 0.00 |
ARROWROOT ACQUISITION CORPSOLE | *W EXP 03/02/202 | 250K | SH | $31.8K <0.01% | 250K | 0.00 | 0.00 |
NORTHERN STAR INVEST CORP IVSOLE | *W EXP 02/25/202 | 250K | SH | $11.9K <0.01% | 250K | 0.00 | 0.00 |
KERNEL GROUP HOLDINGS INCSOLE | *W EXP 02/02/202 | 75K | SH | $8.8K <0.01% | 75K | 0.00 | 0.00 |
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