0001315863-23-000712.txt : 20230814 0001315863-23-000712.hdr.sgml : 20230814 20230814160341 ACCESSION NUMBER: 0001315863-23-000712 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231169670 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 06-30-2023 06-30-2023 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 212.792.8800 /s/ Conor O'Brien New York NY 08-14-2023 0 30 2115389551 false INFORMATION TABLE 2 cadiancap2ndq2023.inftbl.xml CADIAN CAPITAL MANAGEMENT, LP 13F 2ND Q 2023 ALPHABET INC CAP STK CL A 02079K305 91907815 767818 SH SOLE 767818 0 0 AMC ENTMT HLDGS INC CL A COM 00165C104 7757200 1763000 SH SOLE 1763000 0 0 ARROWROOT ACQUISITION CORP *W EXP 03/02/202 04282M110 57288 250000 SH SOLE 250000 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 50512090 5076592 SH SOLE 5076592 0 0 BRAZE INC COM CL A 10576N102 205145991 4684768 SH SOLE 4684768 0 0 C3 AI INC CL A 12468P104 8378900 230000 SH SOLE 230000 0 0 CATALENT INC COM 148806102 120455554 2778034 SH SOLE 2778034 0 0 CRITEO S A SPONS ADS 226718104 37114000 1100000 SH SOLE 1100000 0 0 CRYOPORT INC COM PAR $0.001 229050307 11508182 667141 SH SOLE 667141 0 0 DATADOG INC CL A COM 23804L103 53617100 545000 SH SOLE 545000 0 0 EVENTBRITE INC COM CL A 29975E109 3216717 336829 SH SOLE 336829 0 0 FINSERV ACQUISITION CORP II *W EXP 02/17/202 31809Y111 2074 75000 SH SOLE 75000 0 0 FIVE9 INC COM 338307101 7008250 85000 SH SOLE 85000 0 0 GAMESTOP CORP NEW CL A 36467W109 3152500 130000 SH SOLE 130000 0 0 HUBSPOT INC COM 443573100 143850532 270350 SH SOLE 270350 0 0 HYATT HOTELS CORP COM CL A 448579102 66456400 580000 SH SOLE 580000 0 0 KERNEL GROUP HOLDINGS INC *W EXP 02/02/202 G5259L129 8190 75000 SH SOLE 75000 0 0 MICROSOFT CORP COM 594918104 36437780 107000 SH SOLE 107000 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 32723532 1264922 SH SOLE 1264922 0 0 NANOSTRING TECHNOLOGIES INC COM 63009R109 4050000 1000000 SH SOLE 1000000 0 0 NEW YORK TIMES CO CL A 650111107 108175836 2746974 SH SOLE 2746974 0 0 NORTHERN STAR INVEST CORP IV *W EXP 02/25/202 66575B119 14463 250000 SH SOLE 250000 0 0 PALO ALTO NETWORKS INC COM 697435105 243034980 951176 SH SOLE 951176 0 0 PEGASYSTEMS INC COM 705573103 171926404 3487351 SH SOLE 3487351 0 0 PLANET FITNESS INC CL A 72703H101 103014600 1527500 SH SOLE 1527500 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 180447114 2773123 SH SOLE 2773123 0 0 SPRINKLR INC CL A 85208T107 135114868 9769694 SH SOLE 9769694 0 0 UBER TECHNOLOGIES INC COM 90353T100 101872566 2359800 SH SOLE 2359800 0 0 VARONIS SYS INC COM 922280102 70755750 2655000 SH SOLE 2655000 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 117672875 4634615 SH SOLE 4634615 0 0