Cadian Capital Management Lp (1423686) Portfolio


Number of Companies: 74
Inflow: $210,948 K
Outflow: $-788,266 K
Net Flow: $-577,318 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2989 128 American Tower Corp (AMT) Reit 565,000 New Holding 565,000 $102.37 $57,839 $57,839
3043 8 Charter Communication-A (CHTR) Cable And Satellite 209,000 New Holding 209,000 $202.42 $42,307 $42,307
2876 17 Expedia Inc (EXPE) Internet Based Services 360,000 New Holding 360,000 $107.82 $38,815 $38,815
2 1 Yahoo Inc (YHOO) Internet Media 350,000 New Holding 350,000 $36.81 $12,883 $12,883
2209 19 Logmein Inc (LOGM) Infrastructure Software 815,464 Added More 183,614 $50.45 $9,265 $41,148
2520 25 Guess Inc (GES) Specialty Apparel Stores 465,000 New Holding 465,000 $18.77 $8,728 $8,728
917 3 Electronics For Imaging (EFII) Office Electronics 2,740,557 Added More 178,478 $42.38 $7,565 $116,172
531 8 Nxstage Medical Inc (NXTM) Medical Equipment 483,450 New Holding 483,450 $14.99 $7,246 $7,246
2306 29 Red Robin Gourmet Burgers (RRGB) Restaurants 126,517 Added More 75,914 $64.47 $4,894 $8,156
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 8,000 New Holding 8,000 $593.64 $4,749 $4,749
2834 25 Carters Inc (CRI) Apparel Footwear And Acc Design 34,500 New Holding 34,500 $105.37 $3,635 $3,635
2027 43 Ixia (XXIA) Communications Equipment 1,271,086 Added More 265,186 $12.46 $3,304 $15,837
99 2 Endologix Inc (ELGX) Medical Devices 5,989,400 Added More 313,058 $8.36 $2,617 $50,071
2701 17 Whirlpool Corp (WHR) Home Improvement 14,300 New Holding 14,300 $180.33 $2,578 $2,578
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 158,807 Added More 21,007 $82.45 $1,732 $13,095
2758 24 Pvh Corp (PVH) Apparel Footwear And Acc Design 13,550 New Holding 13,550 $99.05 $1,342 $1,342
251 2 Express Inc (EXPR) Specialty Apparel Stores 48,800 New Holding 48,800 $21.41 $1,044 $1,044
906 11 Genmark Diagnostics Inc (GNMK) Life Science Equipment 3,840,759 Added More 75,600 $5.27 $398 $20,240
2785 52 Vertex Pharmaceuticals Inc (VRTX) Biotech 75,000 No Change 0 $79.48 $0 $5,961
2290 9 Gamestop Corp-Class A (GME) Other Spec Retail Discr 11,500 Sold Some -18,500 $31.73 $-587 $364
2067 27 Rpx Corp (RPXC) Professional Services 0 Sold All -73,500 $11.26 $-827 $0
2166 46 Radware Ltd (RDWR) Communications Equipment 3,999,801 Sold Some -72,801 $11.83 $-861 $47,317
167 2 Comscore Inc (SCOR) Information Services 0 Sold All -35,598 $30.04 $-1,069 $0
586 5 Gap Incthe (GPS) Specialty Apparel Stores 0 Sold All -70,000 $29.40 $-2,058 $0
2623 14 Restoration Hardware Holding (RH) Home Products Stores 0 Sold All -65,000 $41.90 $-2,723 $0
3026 18 Oreilly Automotive Inc (ORLY) Automotive Retailers 0 Sold All -11,894 $273.66 $-3,254 $0
2599 33 Dineequity Inc (DIN) Restaurants 0 Sold All -35,000 $93.43 $-3,270 $0
2863 35 Darden Restaurants Inc (DRI) Restaurants 46,500 Sold Some -50,450 $66.30 $-3,344 $3,082
337 10 Verint Systems Inc (VRNT) Application Software 350,000 Sold Some -100,494 $33.38 $-3,354 $11,683
332 7 Fiesta Restaurant Group (FRGI) Restaurants 0 Sold All -105,000 $32.77 $-3,441 $0
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 0 Sold All -56,700 $68.48 $-3,883 $0
2335 19 Francescas Holdings Corp (FRAN) Specialty Apparel Stores 280,000 Sold Some -207,995 $19.16 $-3,985 $5,364
3016 38 Starbucks Corp (SBUX) Restaurants 0 Sold All -75,350 $59.70 $-4,498 $0
2773 3 Dicks Sporting Goods Inc (DKS) Sporting Goods Stores 0 Sold All -101,000 $46.75 $-4,721 $0
2129 65 Pros Holdings Inc (PRO) Application Software 2,061,328 Sold Some -408,889 $11.79 $-4,820 $24,303
2482 22 Tumi Holdings Inc (TUMI) Apparel Footwear And Acc Design 0 Sold All -180,000 $26.82 $-4,827 $0
127 4 Micron Technology Inc (MU) Semiconductor Devices 0 Sold All -500,000 $10.47 $-5,235 $0
2162 4 Macys Inc (M) Department Stores 0 Sold All -120,000 $44.09 $-5,290 $0
2857 53 Biomarin Pharmaceutical Inc (BMRN) Biotech 0 Sold All -74,200 $82.48 $-6,120 $0
2958 31 Illumina Inc (ILMN) Life Science Equipment 0 Sold All -40,929 $162.11 $-6,635 $0
2387 5 Dillards Inc-Cl A (DDS) Department Stores 0 Sold All -80,000 $84.91 $-6,792 $0
416 8 Cracker Barrel Old Country (CBRL) Restaurants 0 Sold All -45,000 $152.66 $-6,870 $0
1933 56 Jazz Pharmaceuticals Plc (JAZZ) Specialty Pharma 474,236 Sold Some -54,580 $130.55 $-7,125 $61,911
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 98,086 Sold Some -123,575 $57.90 $-7,154 $5,679
198 5 Neurocrine Biosciences Inc (NBIX) Specialty Pharma 284,882 Sold Some -214,990 $39.54 $-8,502 $11,267
2445 21 Yelp Inc (YELP) Internet Media 0 Sold All -515,000 $19.87 $-10,238 $0
3005 17 Lowes Cos Inc (LOW) Home Products Stores 166,875 Sold Some -135,595 $75.75 $-10,271 $12,640
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 0 Sold All -67,500 $160.33 $-10,822 $0
2825 30 Foot Locker Inc (FL) Specialty Apparel Stores 0 Sold All -178,900 $64.50 $-11,539 $0
3069 19 Autozone Inc (AZO) Automotive Retailers 4,660 Sold Some -14,515 $796.69 $-11,563 $3,712
493 2 Penn National Gaming Inc (PENN) Casinos And Gaming 0 Sold All -724,191 $16.69 $-12,086 $0
2438 31 Wendys Cothe (WEN) Restaurants 0 Sold All -1,189,250 $10.89 $-12,950 $0
204 7 Ambarella Inc (AMBA) Semiconductor Devices 0 Sold All -321,684 $44.70 $-14,379 $0
2859 40 Booz Allen Hamilton Holdings (BAH) It Services 0 Sold All -517,300 $30.28 $-15,663 $0
2828 14 Verisk Analytics Inc (VRSK) Information Services 0 Sold All -198,000 $79.91 $-15,824 $0
2710 51 F5 Networks Inc (FFIV) Communications Equipment 0 Sold All -152,000 $105.84 $-16,089 $0
3009 8 General Dynamics Corp (GD) Defense Primes 0 Sold All -122,500 $131.36 $-16,092 $0
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 0 Sold All -197,649 $82.15 $-16,236 $0
53 2 Dexcom Inc (DXCM) Medical Equipment 0 Sold All -240,113 $67.91 $-16,306 $0
3068 39 Mcdonalds Corp (MCD) Restaurants 0 Sold All -129,800 $125.68 $-16,313 $0
2975 25 Transdigm Group Inc (TDG) Aircraft And Parts 0 Sold All -77,600 $220.33 $-17,098 $0
2626 34 Buffalo Wild Wings Inc (BWLD) Restaurants 0 Sold All -126,100 $148.11 $-18,677 $0
2327 30 Sonic Corp (SONC) Restaurants 0 Sold All -559,664 $35.16 $-19,677 $0
301 1 Brunswick Corp (BC) Recreational Vehicles 283,213 Sold Some -530,975 $47.98 $-25,476 $13,588
370 4 Baxter International Inc (BAX) Health Care Supplies 203,187 Sold Some -666,063 $41.08 $-27,361 $8,346
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 0 Sold All -1,054,304 $26.65 $-28,097 $0
1151 11 Pegasystems Inc (PEGA) Infrastructure Software 1,183,382 Sold Some -1,171,887 $25.37 $-29,742 $30,034
3010 11 Aetna Inc (AET) Managed Care 563,480 Sold Some -265,870 $112.34 $-29,870 $63,306
3024 13 Time Warner Inc (TWX) Entertainment Content 755,250 Sold Some -414,750 $72.55 $-30,090 $54,793
419 14 Qlik Technologies Inc (QLIK) Application Software 6,139,848 Sold Some -1,083,420 $28.92 $-31,332 $177,564
228 2 Microstrategy Inc-Cl A (MSTR) Infrastructure Software 0 Sold All -195,000 $179.72 $-35,045 $0
469 10 Infoblox Inc (BLOX) Communications Equipment 2,455,418 Sold Some -2,603,670 $17.10 $-44,522 $41,987
2883 24 Linkedin Corp - A (LNKD) Internet Media 0 Sold All -428,600 $114.34 $-49,010 $0
2764 31 Harman International (HAR) Auto Parts 0 Sold All -950,443 $89.04 $-84,627 $0