CADIAN CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio
CIK 1423686 · latest 13F-HR filed 2026-05-15
CADIAN CAPITAL MANAGEMENT, LP manages $821.2M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IQV (16.89%), DKNG (9.64%), FLYW (9.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 8, added to 3, and trimmed 14.
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.
$821.2M
Long-equity book
23
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −8 / ↑3 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTAPP INC$23.6M +278.3%
- HEALTHEQUITY INC$17.7M +34.0%
- IQVIA HLDGS INC$14.8M +11.9%
Top Trims
- GLOBAL E ONLINE LTD-$165.6M -96.0%
- DRAFTKINGS INC NEW-$111.2M -58.4%
- PROCORE TECHNOLOGIES INC-$58.0M -75.5%
- NUTANIX INC-$38.9M -54.6%
- FLYWIRE CORPORATION-$35.2M -31.4%
New Positions
- PALO ALTO NETWORKS INC$44.0M
- PLANET FITNESS MASTER ISSUER$26.4M
- VERISIGN INC$11.2M
- BOSTON SCIENTIFIC CORP$10.7M
- PEGASYSTEMS INC$5.1M
Exited Positions
- VARONIS SYS INC$74.9M
- OMNICELL COM$51.8M
- CONFLUENT INC$38.5M
- OPENLANE INC$38.1M
- META PLATFORMS INC$9.0M
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 | $138.7M | 16.89% | 813,152 | SH |
| 2 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $79.2M | 9.64% | 3,662,983 | SH |
| 3 | FLYWIRE CORPORATION | FLYW | 302492103 | $77.0M | 9.38% | 6,618,119 | SH |
| 4 | GUARDANT HEALTH INC | GH | 40131M109 | $72.0M | 8.77% | 779,648 | SH |
| 5 | HEALTHEQUITY INC | HQY | 42226A107 | $69.6M | 8.47% | 832,700 | SH |
| 6 | PALO ALTO NETWORKS INC | PANW | 697435105 | $44.0M | 5.36% | 274,500 | SH |
| 7 | CRYOPORT INC | CYRX | 229050307 | $39.5M | 4.82% | 4,776,343 | SH |
| 8 | MONDAY COM LTD | MNDY | M7S64H106 | $37.3M | 4.54% | 539,610 | SH |
| 9 | NUTANIX INC | NTNX | 67059N108 | $32.3M | 3.93% | 850,000 | SH |
| 10 | INTAPP INC | INTA | 45827U109 | $32.1M | 3.91% | 1,248,372 | SH |
| 11 | TACTILE SYS TECHNOLOGY INC | TCMD | 87357P100 | $27.2M | 3.31% | 1,041,072 | SH |
| 12 | PLANET FITNESS MASTER ISSUER | PLNT | 72703H101 | $26.4M | 3.22% | 355,000 | SH |
| 13 | EVOLENT HEALTH INC | EVH | 30050B101 | $24.7M | 3.00% | 10,814,473 | SH |
| 14 | SI BONE INC | SIBN | 825704109 | $23.8M | 2.90% | 1,887,472 | SH |
| 15 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $20.9M | 2.55% | 1,335,000 | SH |
| 16 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $18.8M | 2.29% | 330,000 | SH |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $16.1M | 1.96% | 47,700 | SH |
| 18 | VERISIGN INC | VRSN | 92343E102 | $11.2M | 1.36% | 45,000 | SH |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $10.7M | 1.30% | 170,000 | SH |
| 20 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $6.8M | 0.83% | 221,695 | SH |
| 21 | OMNIAB INC | OABI | 68218J103 | $6.5M | 0.79% | 4,157,129 | SH |
| 22 | PEGASYSTEMS INC | PEGA | 705573103 | $5.1M | 0.62% | 119,683 | SH |
| 23 | MAXCYTE INC | MXCT | 57777K106 | $1.2M | 0.15% | 1,722,942 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |