CCM

Cadian Capital Management Portfolio holdings

AUM $1.79B
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$72.5M
3
+$62.2M
4
BKNG icon
Booking.com
BKNG
+$55.8M
5
MTCH icon
Match Group
MTCH
+$52.6M

Top Sells

1
+$79.9M
2
+$63.8M
3
+$43.1M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$43.1M
5
DASH icon
DoorDash
DASH
+$32.5M

Sector Composition

1 Technology 45.32%
2 Communication Services 29.69%
3 Consumer Discretionary 9.96%
4 Healthcare 8.66%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 0.56%
+1,448,616
27
$14.7M 0.56%
1,500,000
28
$14.6M 0.55%
1,500,000
29
$11.7M 0.44%
+387,277
30
$9.94M 0.38%
1,000,000
31
$9.83M 0.37%
+1,000,000
32
$9.82M 0.37%
1,000,000
33
$9.79M 0.37%
1,000,000
34
$9.78M 0.37%
1,000,000
35
$9.77M 0.37%
1,000,000
36
$8.03M 0.3%
238,151
-271,140
37
$6.53M 0.25%
+75,000
38
$5.87M 0.22%
600,000
39
$5.86M 0.22%
600,000
40
$4.99M 0.19%
+17,698
41
$4.9M 0.19%
+200,000
42
$4.86M 0.18%
500,000
43
$3.9M 0.15%
400,000
44
$2.92M 0.11%
300,000
45
$2.44M 0.09%
250,000
46
$1.48M 0.06%
150,000
47
$1.46M 0.06%
150,000
48
$1.21M 0.05%
120,000
49
$602K 0.02%
581,250
50
$492K 0.02%
50,000
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