13F-HR filed by CADIAN CAPITAL MANAGEMENT, LP
CADIAN CAPITAL MANAGEMENT, LP filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-13, with 29 holding rows worth $2,263,844,000.
- Accession
- 0001315863-20-000168
- Filer
- CIK 1423686
- Filed
- 2020-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 29 entries on the cover page, a total value of $2,263,844,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,263,844,000 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 |
|---|---|---|---|---|---|---|
| IAC INTERACTIVECORP | 44919P508 | COM | 1,274,275 | $317,435,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 695,266 | $160,780,000 | thousands by filing date | |
| BLUEPRINT MEDICINES CORP | 09627Y109 | COM | 1,968,038 | $157,660,000 | thousands by filing date | |
| VARONIS SYS INC | 922280102 | COM | 1,875,054 | $145,710,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 22,751,587 | $139,240,000 | thousands by filing date | |
| ETSY INC | 29786A106 | COM | 3,000,000 | $132,900,000 | thousands by filing date | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 800,000 | $119,640,000 | thousands by filing date | |
| ZOGENIX INC. | 98978L204 | Common Stock | 2,177,056 | $113,490,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 550,000 | $112,888,000 | thousands by filing date | |
| RADWARE LTD | M81873107 | COMMON STOCK | 4,232,009 | $109,101,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 45,100 | $92,623,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 1,200,000 | $91,956,000 | thousands by filing date | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 1,034,925 | $82,432,000 | thousands by filing date | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 550,000 | $70,972,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 522,864 | $57,395,000 | thousands by filing date | |
| NANOSTRING TECHNOLOGIES INC | 63009R109 | COM | 1,851,434 | $51,507,000 | thousands by filing date | |
| PORTOLA PHARMACEUTICALS INC COM | 737010108 | Stock | 2,133,343 | $50,944,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 100,000 | $48,508,000 | thousands by filing date | |
| EVENTBRITE INC | 29975E109 | COM CL A | 2,000,194 | $40,344,000 | thousands by filing date | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 700,000 | $30,443,000 | thousands by filing date | |
| WAYFAIR INC | 94419L101 | CL A | 300,000 | $27,111,000 | thousands by filing date | |
| MATCH GROUP INC | 57665R106 | COM | 329,706 | $27,072,000 | thousands by filing date | |
| GENMARK DIAGNOSTICS INC | 372309104 | COM | 5,517,767 | $26,540,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 200,000 | $14,858,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229607 | COM C SIRIUSXM | 300,000 | $14,442,000 | thousands by filing date | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 1,389,344 | $13,532,000 | thousands by filing date | |
| EVOLUS INC | 30052C107 | COM | 509,396 | $6,199,000 | thousands by filing date | |
| CONSTELLATION PHARMACEUTICALS INC. | 210373106 | Common Stock | 96,400 | $4,541,000 | thousands by filing date | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 75,000 | $3,581,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001315863-20-000168 | this filing | 2020-02-13 | acceptance time not in the bulk data set |