EdgeMarket › What Cadian Capital Management, Lp reported owning
What Cadian Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
821.2MPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IQV IQVIA HOLDINGS INC. | 138.7M | 16.9% | 813.2K | 259.82 | +35.3% |
| DKNG DraftKings Inc. | 79.2M | 9.6% | 3.7M | 26.17 | -42.7% |
| FLYW Flywire Corp | 77.0M | 9.4% | 6.6M | 19.54 | +60.2% |
| GH Guardant Health, Inc. | 72.0M | 8.8% | 779.6K | 170.69 | +191.8% |
| HQY HEALTHEQUITY, INC. | 69.6M | 8.5% | 832.7K | 105.41 | +18.4% |
| PANW Palo Alto Networks Inc | 44.0M | 5.4% | 274.5K | 357.87 | +94.0% |
| CYRX Cryoport, Inc. | 39.5M | 4.8% | 4.8M | 17.13 | +97.8% |
| MNDY monday.com Ltd. | 37.3M | 4.5% | 539.6K | 90.73 | -47.7% |
| NTNX Nutanix, Inc. | 32.3M | 3.9% | 850.0K | 67.64 | -2.9% |
| INTA Intapp, Inc. | 32.1M | 3.9% | 1.2M | 41.35 | -1.1% |
| TCMD TACTILE SYSTEMS TECHNOLOGY INC | 27.2M | 3.3% | 1.0M | 23.82 | +85.8% |
| PLNT Planet Fitness, Inc. | 26.4M | 3.2% | 355.0K | 54.20 | -49.6% |
| EVH Evolent Health, Inc. | 24.7M | 3.0% | 10.8M | 4.74 | -47.1% |
| SIBN SI-BONE, Inc. | 23.8M | 2.9% | 1.9M | 19.96 | +28.4% |
| ALKT ALKAMI TECHNOLOGY, INC. | 20.9M | 2.5% | 1.3M | 20.38 | -8.6% |
| PCOR PROCORE TECHNOLOGIES, INC. | 18.8M | 2.3% | 330.0K | 63.49 | -1.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 16.1M | 2.0% | 47.7K | 418.95 | +83.3% |
| VRSN VERISIGN INC/CA | 11.2M | 1.4% | 45.0K | 281.80 | +3.8% |
| BSX BOSTON SCIENTIFIC CORP | 10.7M | 1.3% | 170.0K | 50.37 | -52.5% |
| GLBE Global-E Online Ltd. | 6.8M | 0.8% | 221.7K | 40.55 | +27.4% |
| OABI OmniAb, Inc. | 6.5M | 0.8% | 4.2M | 4.33 | +136.6% |
| PEGA PEGASYSTEMS INC | 5.1M | 0.6% | 119.7K | 33.56 | -35.2% |
| MXCT MAXCYTE, INC. | 1.2M | 0.1% | 1.7M | 1.38 | -0.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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