13F-HR filed by CADIAN CAPITAL MANAGEMENT, LP
CADIAN CAPITAL MANAGEMENT, LP filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 34 holding rows worth $3,893,589,000.
- Accession
- 0000950123-21-002831
- Filer
- CIK 1423686
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 34 entries on the cover page, a total value of $3,893,589,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,893,589,000 with VALUE read as thousands by filing date, 13F file number 028-12842. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ZENDESK INC | 98936J101 | COM | 2,447,142 | $350,235,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 2,360,000 | $333,846,000 | thousands by filing date | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 2,045,328 | $272,560,000 | thousands by filing date | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 1,680,152 | $266,086,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 635,000 | $225,673,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 22,689,942 | $223,950,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 650,000 | $177,554,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 3,400,000 | $173,400,000 | thousands by filing date | |
| VARONIS SYS INC | 922280102 | COM | 1,017,422 | $166,460,000 | thousands by filing date | |
| WORLD WRESTLING ENTMT INC | 98156Q108 | CL A | 3,444,011 | $165,485,000 | thousands by filing date | |
| ANAPLAN INC | 03272L108 | COM | 1,831,948 | $131,625,000 | thousands by filing date | |
| RADWARE LTD | M81873107 | COMMON STOCK | 4,380,953 | $121,571,000 | thousands by filing date | |
| IAA INC | 449253103 | COM | 1,847,790 | $120,069,000 | thousands by filing date | |
| BLUEPRINT MEDICINES CORP | 09627Y109 | COM | 1,059,450 | $118,817,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 200,000 | $108,146,000 | thousands by filing date | |
| ZOGENIX INC. | 98978L204 | Common Stock | 5,271,016 | $105,368,000 | thousands by filing date | |
| DOORDASH INC CL A | 25809K105 | Stock | 665,000 | $94,929,000 | thousands by filing date | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 2,500,000 | $94,675,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 50,000 | $87,632,000 | thousands by filing date | |
| EVENTBRITE INC | 29975E109 | COM CL A | 4,630,372 | $83,810,000 | thousands by filing date | |
| CALLAWAY GOLF CO | 131193104 | COM | 3,490,000 | $83,795,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 475,000 | $71,815,000 | thousands by filing date | |
| ETSY INC | 29786A106 | COM | 370,000 | $65,827,000 | thousands by filing date | |
| C3 AI INC | 12468P104 | CL A | 375,000 | $52,031,000 | thousands by filing date | |
| OZON HLDGS PLC ADR | 69269L104 | SPONSORED ADS | 1,000,000 | $41,410,000 | thousands by filing date | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 694,144 | $35,242,000 | thousands by filing date | |
| WAYFAIR INC | 94419L101 | CL A | 150,000 | $33,872,000 | thousands by filing date | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 105,000 | $33,039,000 | thousands by filing date | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 1,200,000 | $31,992,000 | thousands by filing date | |
| FUBOTV INC | 35953D104 | COM | 510,460 | $14,293,000 | thousands by filing date | |
| HUBSPOTINC | 443573100 | STOK | 10,000 | $3,964,000 | thousands by filing date | |
| ALTERYX, INC (CLASS A) | 02156B103 | COM CL A | 20,000 | $2,436,000 | thousands by filing date | |
| SAP SE SPON ADR | 803054204 | ADR | 10,000 | $1,304,000 | thousands by filing date | |
| Accelerate Diagnostics | 00430H102 | COM | 89,466 | $678,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000950123-21-002831 | this filing | 2021-02-16 | acceptance time not in the bulk data set |