CADIAN CAPITAL MANAGEMENT, LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$2.01B
Signature - Title
Conor O'Brien - Chief Financial Officer
Location
535 Madison Avenue, 36 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 29 $2.01B +$411M -$1.12B -$712M BRZE, VRNS, PLNT, PCOR, ESTC 13F-HR 8/14/2024, 10:01 AM
Q1 2024 36 $2.81B +$878M -$699M +$179M PLNT, PCOR, BRZE, VRNS, CRTO 13F-HR 5/15/2024, 04:02 PM
Q4 2023 31 $2.51B +$599M -$901M -$302M PLNT, CTLT, PCOR, HUBS, CXM 13F-HR 2/14/2024, 12:03 PM
Q3 2023 32 $2.48B +$669M -$207M +$462M PANW, CTLT, PLNT, PCOR, HUBS 13F-HR 11/14/2023, 04:02 PM
Q2 2023 30 $2.12B +$664M -$411M +$253M PANW, BRZE, PCOR, PEGA, HUBS 13F-HR 8/14/2023, 04:03 PM
Q1 2023 26 $1.61B +$247M -$355M -$108M PANW, BRZE, HUBS, PEGA, GOOGL 13F-HR 5/15/2023, 04:02 PM
Q4 2022 31 $1.38B +$257M -$589M -$332M PANW, BRZE, HUBS, BKNG, GOOGL 13F-HR 2/13/2023, 04:01 PM
Q3 2022 55 $1.71B +$650M -$184M +$466M PANW, BKNG, BRZE, COUP, UBER 13F-HR 11/14/2022, 03:01 PM
Q2 2022 55 $1.48B +$410M -$584M -$174M PANW, UBER, BRZE, BPMC, BKNG 13F-HR 8/15/2022, 06:30 AM
Q1 2022 60 $2B +$630M -$453M +$177M PANW, PLAN, UBER, ZEN, BPMC 13F-HR 5/16/2022, 07:47 AM
Q4 2021 63 $1.82B +$157M -$822M -$664M PLAN, UBER, PANW, ONEM, BKNG 13F-HR 2/11/2022, 04:02 PM
Q3 2021 66 $2.65B +$691M -$351M +$340M PLAN, PANW, LBRDK, UBER, ZEN 13F-HR 11/12/2021, 04:01 PM
Q2 2021 58 $2.25B +$422M -$1.03B -$606M PANW, LBRDK, UBER, ZEN, PLAN 13F-HR 8/13/2021, 04:03 PM
Q1 2021 53 $2.7B +$594M -$1.57B -$976M LBRDK, PANW, UBER, ZEN, META 13F-HR 5/14/2021, 04:03 PM
Q4 2020 34 $3.89B +$975M -$837M +$138M ZEN, FIS, PEGA, LBRDK, PANW 13F-HR 2/16/2021, 04:17 PM
Q3 2020 26 $3.07B +$780M -$423M +$357M VRNS, ZEN, BPMC, FIS, PEGA 13F-HR 11/13/2020, 04:00 PM
Q2 2020 23 $2.41B +$565M -$1.29B -$728M ZEN, VRNS, FIS, IACXXXX, WWE 13F-HR 8/13/2020, 04:01 PM
Q1 2020 26 $2.03B +$777M -$516M +$261M IACXXXX, ETSY, VRNS, META, ZEN 13F-HR 5/14/2020, 04:00 PM
Q4 2019 29 $2.26B +$410M -$591M -$181M IACXXXX, PANW, BPMC, VRNS, ZNGA 13F-HR 2/13/2020, 04:01 PM
Q3 2019 26 $2.1B +$409M -$369M +$39.6M IACXXXX, PANW, ZNGA, ZGNX, SPOT 13F-HR 11/13/2019, 04:00 PM
Q2 2019 28 $2.22B +$393M -$781M -$387M IACXXXX, PANW, SPOT, ZGNX, ZNGA 13F-HR 8/13/2019, 04:02 PM
Q1 2019 32 $2.56B +$578M -$724M -$146M IACXXXX, AABA, PANW, SPOT, PEGA 13F-HR 5/14/2019, 04:00 PM
Q4 2018 29 $2.15B +$675M -$373M +$301M PANW, AABA, YNDX, SPOT, PTLA 13F-HR 2/13/2019, 04:01 PM
Q3 2018 27 $2.2B +$501M -$538M -$36.8M IAC, PANW, EFII, YNDX, DATA 13F-HR 11/13/2018, 04:10 PM
Q2 2018 25 $2.08B +$440M -$370M +$69.8M IAC, PANW, ZAYO, BKNG, EFII 13F-HR 8/13/2018, 04:01 PM
Q1 2018 29 $1.85B +$429M -$354M +$74.8M IAC, JAZZ, PANW, DATA, BKNG 13F-HR 5/14/2018, 04:06 PM
Q4 2017 25 $1.63B +$197M -$621M -$424M IAC, PANW, JAZZ, EFII, DATA 13F-HR 2/13/2018, 04:01 PM
Q3 2017 41 $2.13B +$591M -$637M -$46.1M IAC, EFII, PANW, JAZZ, ZAYO 13F-HR 11/13/2017, 04:01 PM
Q2 2017 40 $2.05B +$567M -$873M -$305M JAZZ, PANW, AABA, EFII, DATA 13F-HR 8/11/2017, 04:02 PM
Q1 2017 44 $2.09B +$495M -$483M +$12.5M JAZZ, DATA, PANW, IAC, EFII 13F-HR 5/12/2017, 04:01 PM
Q4 2016 42 $1.87B +$654M -$651M +$3.11M JAZZ, DATA, IAC, EFII, PYPL 13F-HR 2/13/2017, 04:01 PM
Q3 2016 50 $1.89B +$423M -$525M -$102M ZAYO, JAZZ, PYPL, EXPE, IAC 13F-HR 11/10/2016, 04:03 PM
Q2 2016 43 $1.78B +$671M -$496M +$175M ZAYO, DATA, IAC, PYPL, EFII 13F-HR 8/12/2016, 04:00 PM
Q1 2016 51 $1.46B +$232M -$1.22B -$989M QLIK, ZAYO, EFII, IAC, PYPL 13F-HR 5/13/2016, 04:13 PM
Q4 2015 76 $2.66B +$915M -$838M +$77M QLIK, ZAYO, IAC, TNET, EFII 13F-HR 2/12/2016, 04:01 PM
Q3 2015 72 $2.51B +$653M -$948M -$295M PMCS, QLIK, LNKD, IAC, EFII 13F-HR 11/13/2015, 04:01 PM
Q2 2015 70 $3.2B +$952M -$1.17B -$214M MU, PMCS, TWC, QLIK, VRNT 13F-HR 8/13/2015, 04:18 PM
Q1 2015 75 $3.46B +$986M -$1.41B -$425M MU, ALTR, PMCS, QLIK, LBTYK 13F-HR 5/14/2015, 04:41 PM
Q4 2014 91 $3.76B +$914M -$1.04B -$125M ALTR, VRNT, QLIK, PMCS, LBTYK 13F-HR 2/13/2015, 01:23 PM
Q3 2014 75 $3.62B +$948M -$595M +$354M VRNT, QLIK, ALTR, PMCS, SHPG 13F-HR 11/13/2014, 04:28 PM
Q2 2014 69 $3.11B +$714M -$1.44B -$727M VRNT, QLIK, PMCS, ALTR, FFIV 13F-HR 8/13/2014, 02:44 PM
Q1 2014 78 $3.72B +$839M -$1.08B -$237M ALTR, VYX, EQIX, EMC, VRNT 13F-HR 5/14/2014, 04:22 PM
Q4 2013 74 $3.74B $0 $0 ALTR, EMC, EQIX, FFIV, VRNT 13F-HR 2/14/2014, 09:34 AM