SEC 13F Intelligence

Managers / Q4 2022 · view latest →

CADIAN CAPITAL MANAGEMENT, LP

CIK 0001423686 · 535 MADISON AVENUE, 36TH FLOOR, NEW YORK, NY, 10022 · 212-792-8800

Reported Value
$1.38T
Q4 2022
Positions
31
Filings on Record
30
2019–present window
Filed
Feb 13, 2023
original filing

Summary

Cadian Capital Management, Lp reported $1.38T in U.S.-listed holdings across 31 positions for Q4 2022.

Its largest position, PANW, represents 11.0% of the portfolio.

Compared with Q3 2022, the fund opened 2 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.1BQ4 ’18Q1 ’19: $2.6BQ2 ’19: $2.2BQ3 ’19: $2.1BQ4 ’19: $2.3BQ4 ’19Q1 ’20: $2.0BQ2 ’20: $2.4BQ3 ’20: $3.1BQ4 ’20: $3.9BQ4 ’20Q1 ’21: $2.7BQ2 ’21: $2.3BQ3 ’21: $2.6BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $2.0BQ2 ’22: $1.5BQ3 ’22: $1.7BQ4 ’22: $1.38TQ4 ’22Q1 ’23: $1.6BQ2 ’23: $2.1BQ3 ’23: $2.5BQ4 ’23: $2.5BQ4 ’23Q1 ’24: $2.8BQ2 ’24: $2.0BQ3 ’24: $2.0BQ4 ’24: $1.7BQ4 ’24Q1 ’25: $2.3BQ2 ’25: $1.8BQ3 ’25: $1.7BQ4 ’25: $1.4BQ4 ’25Q1 ’26: $821Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.6%Other: 5.4%
  • Common Stock · 94.6% · $1.30T
  • Other · 5.4% · $74.2B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$821M23May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B26Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.7B26Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.8B24Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.3B30May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.7B26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.0B28Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.0B29Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.8B36May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.5B31Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.5B32Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.1B30Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.6B26May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.38T31Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B56Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B56Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B60May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B63Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.6B66Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.3B58Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.7B53May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.9B34Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.1B26Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.4B23Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B26May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.3B29Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.1B26Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.2B28Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.6B32May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.1B29Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.