Top Institutional Investors

CADIAN CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio

CIK 1423686 · latest 13F-HR filed 2026-08-14

Backtest portfolio

CADIAN CAPITAL MANAGEMENT, LP manages $1.32B in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IQV (11.93%), GH (8.60%), FLYW (7.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 4; 17 existing positions rose in reported value and 2 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.32B

Long-equity book

Holdings
28

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+9 / −4 / ↑17 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IQV11.9% · +0%GH8.6% · -3%FLYW7.6% · -13%PLNT6.3% · +351%SPOT6.0% · newMNDY5.2% · +75%VRNS5.0% · newDHR4.7% · newEVH4.4% · 0%HQY4.3% · -25%INTA4.2% · +75%SIBN4.1% · +77%BSX3.6% · +550%TCMD3.6% · +52%CYRX3.5% · -39%AMZN3.2% · newPCOR2.6% · +156%NTNX2.3% · -30%ALKT2.0% · +11%VRSN1.5% · +76%TSM1.3% · -25%EQIX1.1% · newOABI0.8% · +1%META0.6% · newWK0.5% · newSHC0.5% · newMDLN0.3% · newMXCT0.2% · +28%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 64.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 18, 2026.

Assets Under Management
$2.68B
Discretionary
$2.68B
Employees
20
Accounts
9
Address
535 MADISON AVENUE
36TH FLOOR
NEW YORK, NY 10022
Phone
(212) 792-8800
Website
Name Title / Status Ownership Type
BANNASCH, ERIC OWEN ControlLIMITED PARTNER
since May 2007
75% or moreIndividual
CADIAN CAPITAL MANAGEMENT GP, LLC ControlGENERAL PARTNER
since Jan 2014
Less than 5%Domestic Entity
MING, LIANE, NICOLE ControlCHIEF COMPLIANCE OFFICER
since Jan 2021
Less than 5%Individual
O'BRIEN, CONOR ControlCHIEF FINANCIAL OFFICER
since Jan 2020
Less than 5%Individual
BANNASCH FAMILY TRUSTLIMITED PARTNER
since Jan 2017
10–25%Domestic Entity
KEAM, JENNIFER CHOILIMITED PARTNER
since May 2007
Less than 5%Individual
BANNASCH, ERIC OWEN Control
Indirect owner via BANNASCH FAMILY TRUST
MANAGER
since Jan 2017
General partner, trustee or managerIndividual
BANNASCH, ERIC OWEN Control
Indirect owner via CADIAN CAPITAL MANAGEMENT GP, LLC
MANAGING MEMBER
since Jan 2014
General partner, trustee or managerIndividual
Ownership & leadership changes · 8 filings with changes since Nov 22, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 18, 2026 filing
  • No longer listedGRIFFITH, DEREK JUSTIN · GENERAL COUNSEL AND CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Aug 2011
Jan 25, 2021 filing
  • AddedMING, LIANE, NICOLE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedGRIFFITH, DEREK JUSTIN · title GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER → GENERAL COUNSEL AND CHIEF OPERATING OFFICER
Mar 30, 2020 filing
  • No longer listedLESACA, CARL ROBIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2013
  • AddedO'BRIEN, CONOR · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 21, 2018 filing
  • ChangedBANNASCH, ERIC OWEN · indirect via BANNASCH FAMILY TRUST: title TRUSTEE → MANAGER
Mar 27, 2017 filing
  • No longer listedBANNASCH, ERIC O. · TRUSTEE · General partner, trustee or manager · indirect via ERIC BANNASCH GRAT I · control person · listed since Sep 2007
  • No longer listedERIC BANNASCH GRAT I · LIMITED PARTNER · 10–25% · listed since Sep 2007
  • AddedBANNASCH FAMILY TRUST · LIMITED PARTNER · 10–25%
  • AddedBANNASCH, ERIC OWEN · TRUSTEE · General partner, trustee or manager · indirect via BANNASCH FAMILY TRUST · control person
Jan 14, 2014 filing
  • AddedBANNASCH, ERIC OWEN · MANAGING MEMBER · General partner, trustee or manager · indirect via CADIAN CAPITAL MANAGEMENT GP, LLC · control person
  • AddedCADIAN CAPITAL MANAGEMENT GP, LLC · GENERAL PARTNER · Less than 5% · control person
  • ChangedBANNASCH, ERIC OWEN · title MANAGING MEMBER → LIMITED PARTNER
  • ChangedERIC BANNASCH GRAT I · title MEMBER → LIMITED PARTNER
  • ChangedKEAM, JENNIFER CHOI · title MEMBER → LIMITED PARTNER
Mar 21, 2013 filing
  • ChangedERIC BANNASCH GRAT I · ownership 5–10% → 10–25%
  • ChangedGRIFFITH, DEREK JUSTIN · title GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
Jan 2, 2013 filing
  • No longer listedQUIGLEY, GRAHAM, JOHN · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Aug 2007
  • AddedLESACA, CARL ROBIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Nov 22, 2011 filing (earliest on record)
  • ListedBANNASCH, ERIC O. · TRUSTEE · General partner, trustee or manager · indirect via ERIC BANNASCH GRAT I · control person
  • ListedBANNASCH, ERIC OWEN · MANAGING MEMBER · 75% or more · control person
  • ListedERIC BANNASCH GRAT I · MEMBER · 5–10%
  • ListedGRIFFITH, DEREK JUSTIN · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedKEAM, JENNIFER CHOI · MEMBER · Less than 5%
  • ListedQUIGLEY, GRAHAM, JOHN · CHIEF FINANCIAL OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

CADIAN CAPITAL MANAGEMENT, LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 IQVIA HLDGS INC IQV 46266C105 $157.6M 11.93% 815,752 SH
2 GUARDANT HEALTH INC GH 40131M109 $113.6M 8.60% 757,393 SH
3 FLYWIRE CORPORATION FLYW 302492103 $100.9M 7.64% 5,744,166 SH
4 PLANET FITNESS MASTER ISSUER PLNT 72703H101 $83.5M 6.32% 1,600,340 SH
5 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $79.9M 6.05% 174,000 SH
6 MONDAY COM LTD MNDY M7S64H106 $68.3M 5.17% 944,029 SH
7 VARONIS SYS INC VRNS 922280102 $66.5M 5.04% 1,585,693 SH
8 DANAHER CORP DEL DHR 235851102 $62.1M 4.70% 326,063 SH
9 EVOLENT HEALTH INC EVH 30050B101 $58.6M 4.44% 10,814,473 SH
10 HEALTHEQUITY INC HQY 42226A107 $56.6M 4.28% 626,700 SH
11 INTAPP INC INTA 45827U109 $55.0M 4.16% 2,180,252 SH
12 SI BONE INC SIBN 825704109 $54.6M 4.13% 3,347,574 SH
13 BOSTON SCIENTIFIC CORP BSX 101137107 $47.2M 3.57% 1,105,132 SH
14 TACTILE SYS TECHNOLOGY INC TCMD 87357P100 $47.0M 3.55% 1,576,940 SH
15 CRYOPORT INC CYRX 229050307 $45.9M 3.47% 2,920,681 SH
16 AMAZON COM INC AMZN 023135106 $42.8M 3.24% 179,700 SH
17 PROCORE TECHNOLOGIES INC PCOR 74275K108 $34.3M 2.60% 845,000 SH
18 NUTANIX INC NTNX 67059N108 $30.6M 2.31% 599,504 SH
19 ALKAMI TECHNOLOGY INC ALKT 01644J108 $26.8M 2.03% 1,476,832 SH
20 VERISIGN INC VRSN 92343E102 $19.9M 1.50% 79,000 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $17.1M 1.30% 35,900 SH
22 EQUINIX INC EQIX 29444U700 $14.2M 1.07% 13,600 SH
23 OMNIAB INC OABI 68218J103 $10.4M 0.78% 4,211,821 SH
24 META PLATFORMS INC META 30303M102 $8.2M 0.62% 14,500 SH
25 WORKIVA INC WK 98139A105 $7.0M 0.53% 144,200 SH
26 SOTERA HEALTH CO SHC 83601L102 $6.2M 0.47% 350,000 SH
27 MEDLINE INC MDLN 58507V107 $3.9M 0.30% 100,000 SH
28 MAXCYTE INC MXCT 57777K106 $2.7M 0.20% 2,201,166 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.32B 28 0001423686-26-000006
2026-03-31 2026-05-15 $821.2M 23 0001423686-26-000005
2025-12-31 2026-02-17 $1.38B 26 0001423686-26-000003
2025-09-30 2025-11-14 $1.68B 26 0001423686-25-000004
Filer Information
Address
535 MADISON AVENUE, 36TH FLOOR
NEW YORK, NY 10022
Phone
(212) 792-8800
Filing Manager
CADIAN CAPITAL MANAGEMENT, LP
NEW YORK, NY
Signatory
Conor O'Brien
Chief Financial Officer