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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, exited 4, added to 17, and trimmed 2.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PLANET FITNESS MASTER ISSUER$57.1M +216.2%
  • GUARDANT HEALTH INC$41.6M +57.8%
  • BOSTON SCIENTIFIC CORP$36.5M +342.2%
  • EVOLENT HEALTH INC$34.0M +137.7%
  • MONDAY COM LTD$31.0M +83.2%
Show all 17 →

Top Trims

  • HEALTHEQUITY INC-$13.0M -18.7%
  • NUTANIX INC-$1.8M -5.4%
Show all 2 →

New Positions

  • SPOTIFY TECHNOLOGY S A$79.9M
  • VARONIS SYS INC$66.5M
  • DANAHER CORP DEL$62.1M
  • AMAZON COM INC$42.8M
  • EQUINIX INC$14.2M
Show all 9 →

Exited Positions

  • DRAFTKINGS INC NEW$79.2M
  • PALO ALTO NETWORKS INC$44.0M
  • GLOBAL E ONLINE LTD$6.8M
  • PEGASYSTEMS INC$5.1M
Show all 4 →
All Holdings

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