Golden Door Asset
Census

Generalist · New York, NY

Cadian Capital Management

Q4 2017 · compared with Q3 2017

Filed as Cadian Capital Management, LP

Software
$228M
Weight of 13F
13956.5%
Names
2
Net bought
−$124M

Filed 13 February 2018 · SEC filing.

25 positions in the whole 13F.

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

What moved the book

The five software lines with the largest share change this quarter.

Software held