0001315863-23-000528.txt : 20230515 0001315863-23-000528.hdr.sgml : 20230515 20230515160235 ACCESSION NUMBER: 0001315863-23-000528 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23921836 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 03-31-2023 03-31-2023 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 212.792.8000 /s/ Conor O'Brien New York NY 05-15-2023 0 26 1605730928 false INFORMATION TABLE 2 cadiancap1stq2023.inftbl.xml CADIAN CAPITAL MANAGEMENT LP 13F 1ST Q 23 ALPHABET INC CAP STK CL A 02079K305 114343446 1102318 SH SOLE 1102318 0 0 ARROWROOT ACQUISITION CORP *W EXP 03/02/202 04282M110 31838 250000 SH SOLE 250000 0 0 BRAZE INC COM CL A 10576N102 193043409 5584131 SH SOLE 5584131 0 0 CRYOPORT INC COM PAR $0.001 229050307 13029600 542900 SH SOLE 542900 0 0 DATADOG INC CL A COM 23804L103 49045500 675000 SH SOLE 675000 0 0 EVENTBRITE INC COM CL A 29975E109 63930335 7451088 SH SOLE 7451088 0 0 FINSERV ACQUISITION CORP II *W EXP 02/17/202 31809Y111 3338 75000 SH SOLE 75000 0 0 GAMESTOP CORP NEW CL A 36467W109 3453000 150000 SH SOLE 150000 0 0 HUBSPOT INC COM 443573100 188156938 438850 SH SOLE 438850 0 0 HYATT HOTELS CORP COM CL A 448579102 25152750 225000 SH SOLE 225000 0 0 KERNEL GROUP HOLDINGS INC *W EXP 02/02/202 G5259L129 8813 75000 SH SOLE 75000 0 0 LUCID GROUP INC COM 549498103 3819000 475000 SH SOLE 475000 0 0 MICROSOFT CORP COM 594918104 26811900 93000 SH SOLE 93000 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 17652826 734922 SH SOLE 734922 0 0 NEW YORK TIMES CO CL A 650111107 98054349 2521974 SH SOLE 2521974 0 0 NORTHERN STAR INVEST CORP IV *W EXP 02/25/202 66575B119 11938 250000 SH SOLE 250000 0 0 PALO ALTO NETWORKS INC COM 697435105 255322848 1278276 SH SOLE 1278276 0 0 PEGASYSTEMS INC COM 705573103 146830455 3028681 SH SOLE 3028681 0 0 PLANET FITNESS INC CL A 72703H101 55572885 715500 SH SOLE 715500 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 43149377 688957 SH SOLE 688957 0 0 SPRINKLR INC CL A 85208T107 99449273 7673555 SH SOLE 7673555 0 0 TCV ACQUISITION CORP CL A SHS G8704C124 28160000 2750000 SH SOLE 2750000 0 0 TWO COM CL A G9152V101 10250000 1000000 SH SOLE 1000000 0 0 UBER TECHNOLOGIES INC COM 90353T100 100466810 3169300 SH SOLE 3169300 0 0 VARONIS SYS INC COM 922280102 50459400 1940000 SH SOLE 1940000 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 19520900 790000 SH SOLE 790000 0 0