Cadian Capital Management, LP — Q4 2017 13F Holdings

Name: Cadian Capital Management, LP — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001423686

Total reported value

$821.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IACIEUR	Iac/interactivecorp	Stock-Other	10.83%	—	-13.41%
2	PANW	Palo Alto Networks INC	Stock-Tech	10.68%	+5.36%	NEW
3	JAZZ	Jazz Pharmaceuticals plc	Stock-Healthcare	10.54%	—	+9.01%
4	EFII	Electronics For Imaging	Stock-Other	7.83%	—	-1.45%
5	DATA	Tableau Software Inc-cl A	Stock-Other	6.84%	—	+11.08%
6	ZEN1EUR	Zendesk INC	Stock-Other	6.20%	—	-2.79%
7	ZAYOEUR	Zayo Group Holdings INC	Stock-Other	6.12%	—	-32.52%
8	NBIS	Nebius Group NV	Stock-Other	4.70%	—	+19.69%
9	PTLAEUR	Portola Pharmaceuticals INC	Stock-Other	4.52%	—	+30.66%
10	CMCSA	Comcast Corp-class A	Stock-Comm Services	4.38%	—	+4.36%
11	ZGNXEUR	Zogenix INC	Stock-Other	3.77%	—	—
12	RDWR	Radware Ltd.	Stock-Other	3.20%	—	-34.15%
13	BKNG	Booking Hldgs INC	Stock-Consumer Disc	3.12%	—	—
14	AMT	American Tower CORP	Stock-Real Estate	3.09%	—	+9.21%
15	META	Meta Platforms Inc-class A	Stock-Comm Services	3.05%	-0.65%	EXIT
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.90%	—	+10.28%
17	ZNGAEUR	Zynga INC - Cl A	Stock-Other	1.90%	—	-46.03%
18	ETSY	Etsy INC	Stock-Consumer Disc	1.82%	—	-3.09%
19	GNMK	Genmark Diagnostics INC	Stock-Other	1.27%	—	+24.43%
20	TRVG	trivago N.V.	Stock-Other	1.25%	—	+4.36%
21	NSTGEUR	Nanostring Technologies INC	Stock-Other	1.05%	—	+9.88%
22	GWPH	Gw Pharmaceuticals LTD	Stock-Other	0.79%	—	+294.66%
23	✓	Axovant Sciences LTD	Stock-Other	0.08%	—	—
24	✓	Apptio INC	Stock-Other	0.05%	—	-92.49%
25	AABAUSD	Altaba INC	Stock-Other	0.04%	—	-98.36%

Holding changes this quarter

Position changes disclosed by Cadian Capital Management, LP for the quarter ending Q4 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	JAZZ	Jazz Pharmaceuticals plc	+2.5%	+9.01%	Add
2	PANW	Palo Alto Networks INC	+2%	-5.86%	Trim
3	ZEN1EUR	Zendesk INC	+2%	-2.79%	Trim
4	DATA	Tableau Software Inc-cl A	+1.7%	+11.08%	Add
5	NBIS	Nebius Group NV	+1.7%	+19.69%	Add
6	IACIEUR	Iac/interactivecorp	+1.6%	-13.41%	Trim
7	PTLAEUR	Portola Pharmaceuticals INC	+1.6%	+30.66%	Add
8	CMCSA	Comcast Corp-class A	+1.3%	+4.36%	Add
9	GOOGL	Alphabet Inc-cl A	+1%	+10.28%	Add
10	AMT	American Tower CORP	+1%	+9.21%	Add
11	GWPH	Gw Pharmaceuticals LTD	+0.7%	+294.66%	Add
12	ETSY	Etsy INC	+0.6%	-3.09%	Trim
13	META	Meta Platforms Inc-class A	+0.1%	-23.46%	Trim
14	✓	Axovant Sciences LTD	—	—	Unchanged
15	RDWR	Radware Ltd.	0%	-34.15%	Trim
16	TRVG	trivago N.V.	-0.2%	+4.36%	Add
17	✓	Apptio INC	-0.3%	-92.49%	Trim
18	ZAYOEUR	Zayo Group Holdings INC	-0.4%	-32.52%	Trim
19	NSTGEUR	Nanostring Technologies INC	-0.5%	+9.88%	Add
20	GNMK	Genmark Diagnostics INC	-0.6%	+24.43%	Add
21	ZNGAEUR	Zynga INC - Cl A	-0.7%	-46.03%	Trim
22	EFII	Electronics For Imaging	-1%	-1.45%	Trim
23	AABAUSD	Altaba INC	-1.9%	-98.36%	Trim
24	VRNS	Varonis Systems INC	—	EXIT	Sold out
25	ZGNXEUR	Zogenix INC	—	NEW	New buy
26	BKNG	Booking Hldgs INC	—	NEW	New buy
27	ALXN	Alexion Pharmaceuticals INC	—	EXIT	Sold out
28	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
29	LBRDK	Liberty Broadband-c	—	EXIT	Sold out
30	TMUS	T-mobile US INC	—	EXIT	Sold out
31	TLND	Talend SA - Adr	—	EXIT	Sold out
32	2655787D	Blueprint Medicines CORP	—	EXIT	Sold out
33	COLL	Collegium Pharmaceutical INC	—	EXIT	Sold out
34	PRO	Pros Holdings INC	—	EXIT	Sold out
35	EVH	Evolent Health INC - A	—	EXIT	Sold out
36	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
37	T8S	Tesaro INC	—	EXIT	Sold out
38	NUVAGBP	Nuvasive INC	—	EXIT	Sold out
39	INCY	Incyte CORP	—	EXIT	Sold out
40	✓	Barracuda Networks INC	—	EXIT	Sold out
41	SG7	Sage Therapeutics INC	—	EXIT	Sold out
42	AM6	Amicus Therapeutics INC	—	EXIT	Sold out
43	COR	Cencora INC	—	EXIT	Sold out