Cadian Capital Management, Lp Buys 1Life Healthcare Inc, Eventbrite Inc, Sprinklr Inc, Sells Liberty Broadband Corp, Palo Alto Networks Inc, Yandex NV

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Feb 17, 2022
New York, NY, based Investment company Cadian Capital Management, Lp (Current Portfolio) buys 1Life Healthcare Inc, Eventbrite Inc, Sprinklr Inc, Grab Holdings Inc, Zogenix Inc, sells Liberty Broadband Corp, Palo Alto Networks Inc, Yandex NV, Blueprint Medicines Corp, Zendesk Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cadian Capital Management, Lp. As of 2021Q4, Cadian Capital Management, Lp owns 63 stocks with a total value of $1.8 billion. These are the details of the buys and sells.

For the details of CADIAN CAPITAL MANAGEMENT, LP's stock buys and sells, go to https://www.gurufocus.com/guru/cadian+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of CADIAN CAPITAL MANAGEMENT, LP
  1. Anaplan Inc (PLAN) - 5,157,286 shares, 13.00% of the total portfolio. Shares reduced by 3.01%
  2. Uber Technologies Inc (UBER) - 4,295,631 shares, 9.90% of the total portfolio. Shares reduced by 20.75%
  3. Palo Alto Networks Inc (PANW) - 314,153 shares, 9.62% of the total portfolio. Shares reduced by 45%
  4. 1Life Healthcare Inc (ONEM) - 6,798,815 shares, 6.57% of the total portfolio. Shares added by 89.90%
  5. Booking Holdings Inc (BKNG) - 46,687 shares, 6.16% of the total portfolio. Shares reduced by 29.26%
New Purchase: Sprinklr Inc (CXM)

Cadian Capital Management, Lp initiated holding in Sprinklr Inc. The purchase prices were between $12.47 and $20.01, with an estimated average price of $16.3. The stock is now traded at around $12.160000. The impact to a portfolio due to this purchase was 1.39%. The holding were 1,598,331 shares as of 2021-12-31.

New Purchase: Grab Holdings Inc (GRAB)

Cadian Capital Management, Lp initiated holding in Grab Holdings Inc. The purchase prices were between $6.79 and $9, with an estimated average price of $7.62. The stock is now traded at around $5.865000. The impact to a portfolio due to this purchase was 0.98%. The holding were 2,500,000 shares as of 2021-12-31.

New Purchase: Fiserv Inc (FISV)

Cadian Capital Management, Lp initiated holding in Fiserv Inc. The purchase prices were between $95.55 and $111.29, with an estimated average price of $103.27. The stock is now traded at around $95.555000. The impact to a portfolio due to this purchase was 0.09%. The holding were 16,544 shares as of 2021-12-31.

New Purchase: Opendoor Technologies Inc (OPEN)

Cadian Capital Management, Lp initiated holding in Opendoor Technologies Inc. The purchase prices were between $13.3 and $24.75, with an estimated average price of $18.98. The stock is now traded at around $10.785000. The impact to a portfolio due to this purchase was 0.06%. The holding were 70,000 shares as of 2021-12-31.

New Purchase: Nano X Imaging Ltd (NNOX)

Cadian Capital Management, Lp initiated holding in Nano X Imaging Ltd. The purchase prices were between $14.54 and $26.96, with an estimated average price of $20.64. The stock is now traded at around $10.190000. The impact to a portfolio due to this purchase was 0.04%. The holding were 52,500 shares as of 2021-12-31.

New Purchase: Rent the Runway Inc (RENT)

Cadian Capital Management, Lp initiated holding in Rent the Runway Inc. The purchase prices were between $8.04 and $19.29, with an estimated average price of $13.28. The stock is now traded at around $5.680000. The impact to a portfolio due to this purchase was 0.04%. The holding were 80,000 shares as of 2021-12-31.

Added: 1Life Healthcare Inc (ONEM)

Cadian Capital Management, Lp added to a holding in 1Life Healthcare Inc by 89.90%. The purchase prices were between $15.44 and $23.16, with an estimated average price of $19.32. The stock is now traded at around $10.340000. The impact to a portfolio due to this purchase was 3.11%. The holding were 6,798,815 shares as of 2021-12-31.

Added: Eventbrite Inc (EB)

Cadian Capital Management, Lp added to a holding in Eventbrite Inc by 119.46%. The purchase prices were between $13.47 and $22.39, with an estimated average price of $18.44. The stock is now traded at around $15.340000. The impact to a portfolio due to this purchase was 2.06%. The holding were 3,937,843 shares as of 2021-12-31.

Added: Zogenix Inc (ZGNX)

Cadian Capital Management, Lp added to a holding in Zogenix Inc by 27.56%. The purchase prices were between $11.25 and $16.44, with an estimated average price of $14.63. The stock is now traded at around $26.175000. The impact to a portfolio due to this purchase was 0.79%. The holding were 4,090,846 shares as of 2021-12-31.

Sold Out: Yandex NV (YNDX)

Cadian Capital Management, Lp sold out a holding in Yandex NV. The sale prices were between $59.59 and $86.47, with an estimated average price of $73.37.

Sold Out: DoorDash Inc (DASH)

Cadian Capital Management, Lp sold out a holding in DoorDash Inc. The sale prices were between $144.44 and $245.97, with an estimated average price of $188.51.

Sold Out: Etsy Inc (ETSY)

Cadian Capital Management, Lp sold out a holding in Etsy Inc. The sale prices were between $198.72 and $296.91, with an estimated average price of $242.12.

Sold Out: Coupa Software Inc (COUP)

Cadian Capital Management, Lp sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.

Sold Out: Spotify Technology SA (SPOT)

Cadian Capital Management, Lp sold out a holding in Spotify Technology SA. The sale prices were between $221.91 and $300.95, with an estimated average price of $250.29.

Sold Out: Austerlitz Acquisition Corp I (AUS)

Cadian Capital Management, Lp sold out a holding in Austerlitz Acquisition Corp I. The sale prices were between $9.71 and $10.05, with an estimated average price of $9.88.



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