0001085146-23-004453.txt : 20231114 0001085146-23-004453.hdr.sgml : 20231114 20231114160258 ACCESSION NUMBER: 0001085146-23-004453 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001423686 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 231405731 BUSINESS ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-792-8800 MAIL ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LLC DATE OF NAME CHANGE: 20080111 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001423686 XXXXXXXX 09-30-2023 09-30-2023 false CADIAN CAPITAL MANAGEMENT, LP

535 MADISON AVENUE, 36TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-12842 000157813 801-72922 N Conor O'Brien 212.792.8800 /s/Conor O'Brien New York NY 11-14-2023 0 32 2484316495 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 94849683 724818 SH SOLE 724818 0 0 ARROWROOT ACQUISITION CORP *W EXP 03/02/202 04282M110 44738 250000 SH SOLE 250000 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 65620991 6648530 SH SOLE 6648530 0 0 BOWLERO CORP CL A COM 10258P102 4810000 500000 SH SOLE 500000 0 0 BRAZE INC COM CL A 10576N102 156444470 3347838 SH SOLE 3347838 0 0 C3 AI INC CL A 12468P104 5104000 200000 SH SOLE 200000 0 0 CATALENT INC COM 148806102 241526816 5304784 SH SOLE 5304784 0 0 CAVA GROUP INC COM 148929102 4594500 150000 SH SOLE 150000 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 4970000 1000000 SH SOLE 1000000 0 0 CRITEO S A SPONS ADS 226718104 72643848 2487803 SH SOLE 2487803 0 0 CRYOPORT INC COM PAR $0.001 229050307 36423892 2656739 SH SOLE 2656739 0 0 DATADOG INC CL A COM 23804L103 45271730 497000 SH SOLE 497000 0 0 FINSERV ACQUISITION CORP II *W EXP 02/17/202 31809Y111 2775 75000 SH SOLE 75000 0 0 FIVE9 INC COM 338307101 5465500 85000 SH SOLE 85000 0 0 GAMESTOP CORP NEW CL A 36467W109 2139800 130000 SH SOLE 130000 0 0 HUBSPOT INC COM 443573100 166079373 337217 SH SOLE 337217 0 0 HYATT HOTELS CORP COM CL A 448579102 65960544 621800 SH SOLE 621800 0 0 KERNEL GROUP HOLDINGS INC *W EXP 02/02/202 G5259L129 5175 75000 SH SOLE 75000 0 0 LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813 27750069 1090376 SH SOLE 1090376 0 0 LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789 31977964 1256008 SH SOLE 1256008 0 0 MICROSOFT CORP COM 594918104 33785250 107000 SH SOLE 107000 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 45343535 1434922 SH SOLE 1434922 0 0 NEW YORK TIMES CO CL A 650111107 98880000 2400000 SH SOLE 2400000 0 0 PALO ALTO NETWORKS INC COM 697435105 282424241 1204676 SH SOLE 1204676 0 0 PEGASYSTEMS INC COM 705573103 148949607 3431228 SH SOLE 3431228 0 0 PLANET FITNESS INC CL A 72703H101 198859674 4043507 SH SOLE 4043507 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 197666354 3026123 SH SOLE 3026123 0 0 PROS HOLDINGS INC COM 74346Y103 13405279 387212 SH SOLE 387212 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 8928763 1975390 SH SOLE 1975390 0 0 SPRINKLR INC CL A 85208T107 155071678 11204601 SH SOLE 11204601 0 0 VARONIS SYS INC COM 922280102 109160160 3574334 SH SOLE 3574334 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 160156086 9765615 SH SOLE 9765615 0 0