CADIAN CAPITAL MANAGEMENT, LP 13F Holdings

CIK 0001423686 · NEW YORK, NY

As of Sep 30, 2025, CADIAN CAPITAL MANAGEMENT, LP reported 26 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical5,673,244$202.9M12.06%
FLYWIRE CORPFLYWTechnology11,310,589 53.1M9.10%
IQVIA HOLDINGS INCIQVHealthcare803,069 52.5M9.06%
GUARDANT HEALTH INCGHHealthcare2,141,191 33.8M7.95%
CONFLUENT INCCFLTTechnology5,873,644 16.3M6.91%
VARONIS SYSTEMS INCVRNSTechnology1,816,100 04.4M6.20%
EVOLENT HEALTH INCEVHHealthcare11,728,924$99.2M5.90%
NUTANIX INCNTNXTechnology1,283,808$95.5M5.68%
OMNICELL INCOMCLHealthcare2,093,318$63.7M3.79%
HUBSPOT INCHUBSTechnology135,274$63.3M3.76%
PROCORE TECHNOLOGIES INCPCORTechnology780,741$56.9M3.38%
CRITEO SACRTOCommunication Services2,475,961$56.0M3.33%
DRAFTKINGS INCDKNGConsumer Cyclical1,388,760$51.9M3.09%
MONDAYCOM LTDMNDYTechnology264,000$51.1M3.04%
BRAZE INCBRZETechnology1,763,108$50.1M2.98%
SPROUT SOCIAL INCSPTTechnology3,857,191$49.8M2.96%
CRYOPORT INCCYRXIndustrials4,984,070$47.2M2.81%
OPENLANE INCKARConsumer Cyclical1,166,828$33.6M2.00%
TACTILE SYSTEMS TECHNOLOGY INCTCMDHealthcare2,055,758$28.5M1.69%
REMITLY GLOBAL INCRELYTechnology1,289,122$21.0M1.25%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical52,050 3.2M0.79%
MAXCYTE INCMXCTHealthcare8,227,603 3.0M0.77%
WIXCOM LTDWIXTechnology57,500 0.2M0.61%
SI-BONE INCSIBNHealthcare595,000$8.8M0.52%
OMNIAB INCOABIHealthcare3,675,568$5.9M0.35%