0001315863-23-000294.txt : 20230213 0001315863-23-000294.hdr.sgml : 20230213 20230213160120 ACCESSION NUMBER: 0001315863-23-000294 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23618170 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 12-31-2022 12-31-2022 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 02-13-2023 0 31 1378645718 false INFORMATION TABLE 2 cadiancap4thq22.inftbl.xml CADIAN CAPITAL MANAGEMENT, LP 13F 4TH Q 2022 ALPHABET INC CAP STK CL A 02079K305 124167667 1407318 SH SOLE 1407318 0 0 AMC ENTMT HLDGS INC CL A COM 00165C104 8214750 2018366 SH SOLE 2018366 0 0 AMPLITUDE INC COM CL A 03213A104 1328800 110000 SH SOLE 110000 0 0 ARROWROOT ACQUISITION CORP *W EXP 03/02/202 04282M110 2850 250000 SH SOLE 250000 0 0 BOOKING HOLDINGS INC COM 09857L108 130844069 64926 SH SOLE 64926 0 0 BRAZE INC COM CL A 10576N102 141195797 5175799 SH SOLE 5175799 0 0 COUPA SOFTWARE INC COM 22266L106 105151298 1328171 SH SOLE 1328171 0 0 DATADOG INC CL A COM 23804L103 28150500 383000 SH SOLE 383000 0 0 EVENTBRITE INC COM CL A 29975E109 46942743 8010707 SH SOLE 8010707 0 0 FINSERV ACQUISITION CORP II *W EXP 02/17/202 31809Y111 544 75000 SH SOLE 75000 0 0 FTAC ATHENA ACQUISITION CORP CL A SHS G37283101 101000 10000 SH SOLE 10000 0 0 HUBSPOT INC COM 443573100 131439365 454603 SH SOLE 454603 0 0 KERNEL GROUP HOLDINGS INC *W EXP 02/02/202 G5259L129 510 75000 SH SOLE 75000 0 0 KERNEL GROUP HOLDINGS INC CL A SHS G5259L103 1515000 150000 SH SOLE 150000 0 0 MARLIN TECHNOLOGY CORP *W EXP 01/12/202 G58411110 330 200000 SH SOLE 200000 0 0 MARLIN TECHNOLOGY CORP CL A SHS G58411102 6078000 600000 SH SOLE 600000 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 7358793 377374 SH SOLE 377374 0 0 NEW YORK TIMES CO CL A 650111107 94847276 2921974 SH SOLE 2921974 0 0 NORTHERN STAR INVEST CORP IV *W EXP 02/25/202 66575B119 6038 250000 SH SOLE 250000 0 0 PALO ALTO NETWORKS INC COM 697435105 151397551 1084976 SH SOLE 1084976 0 0 PEGASYSTEMS INC COM 705573103 82068692 2396866 SH SOLE 2396866 0 0 PLANET FITNESS INC CL A 72703H101 41015400 520500 SH SOLE 520500 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 12125260 257000 SH SOLE 257000 0 0 SPRINKLR INC CL A 85208T107 63867227 7817286 SH SOLE 7817286 0 0 SVF INVESTMENT CORP 2 CL A SHS G8601M100 504500 50000 SH SOLE 50000 0 0 TCV ACQUISITION CORP CL A SHS G8704C124 27513750 2750000 SH SOLE 2750000 0 0 TWO COM CL A G9152V101 10070000 1000000 SH SOLE 1000000 0 0 UBER TECHNOLOGIES INC COM 90353T100 85663360 3463945 SH SOLE 3463945 0 0 VARONIS SYS INC COM 922280102 56884648 2376134 SH SOLE 2376134 0 0 WARBURG PINCUS CAPTAL CORP I SHS CL A G9460M108 10090000 1000000 SH SOLE 1000000 0 0 WARBURG PINCUS CAPTAL CORP I SHS CL A G9461D107 10100000 1000000 SH SOLE 1000000 0 0