Cadian Capital Management, LP 13F holdings
Cadian Capital Management, LP reported 28 positions with a total reported value of $1.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: IQV IQVIA HLDGS INC (11.9%), GH GUARDANT HEALTH INC (8.6%), FLYW FLYWIRE CORPORATION (7.6%), PLNT PLANET FITNESS MASTER ISSUER (6.3%), SPOT SPOTIFY TECHNOLOGY S A (6.0%). Against 2026-03-31 it opened 9 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 28 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| IQV IQVIA HLDGS INC | 815,752 | $157.6M | 11.9% |
| GH GUARDANT HEALTH INC | 757,393 | $113.6M | 8.6% |
| FLYW FLYWIRE CORPORATION | 5,744,166 | $100.9M | 7.6% |
| PLNT PLANET FITNESS MASTER ISSUER | 1,600,340 | $83.5M | 6.3% |
| SPOT SPOTIFY TECHNOLOGY S A | 174,000 | $79.9M | 6.0% |
| MNDY MONDAY COM LTD | 944,029 | $68.3M | 5.2% |
| VRNS VARONIS SYS INC | 1,585,693 | $66.5M | 5.0% |
| DHR DANAHER CORP DEL | 326,063 | $62.1M | 4.7% |
| EVH EVOLENT HEALTH INC | 10,814,473 | $58.6M | 4.4% |
| HQY HEALTHEQUITY INC | 626,700 | $56.6M | 4.3% |
| INTA INTAPP INC | 2,180,252 | $55.0M | 4.2% |
| SIBN SI BONE INC | 3,347,574 | $54.6M | 4.1% |
| BSX BOSTON SCIENTIFIC CORP | 1,105,132 | $47.2M | 3.6% |
| TCMD TACTILE SYS TECHNOLOGY INC | 1,576,940 | $47.0M | 3.6% |
| CYRX CRYOPORT INC | 2,920,681 | $45.9M | 3.5% |
| AMZN AMAZON COM INC | 179,700 | $42.8M | 3.2% |
| PCOR PROCORE TECHNOLOGIES INC | 845,000 | $34.3M | 2.6% |
| NTNX NUTANIX INC | 599,504 | $30.6M | 2.3% |
| ALKT ALKAMI TECHNOLOGY INC | 1,476,832 | $26.8M | 2.0% |
| VRSN VERISIGN INC | 79,000 | $19.9M | 1.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 35,900 | $17.1M | 1.3% |
| EQIX EQUINIX INC | 13,600 | $14.2M | 1.1% |
| OABI OMNIAB INC | 4,211,821 | $10.4M | 0.8% |
| META META PLATFORMS INC | 14,500 | $8.2M | 0.6% |
| WK WORKIVA INC | 144,200 | $7.0M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPOT SPOTIFY TECHNOLOGY S A | 174,000 | $79.9M | 6.0% |
| VRNS VARONIS SYS INC | 1,585,693 | $66.5M | 5.0% |
| DHR DANAHER CORP DEL | 326,063 | $62.1M | 4.7% |
| AMZN AMAZON COM INC | 179,700 | $42.8M | 3.2% |
| EQIX EQUINIX INC | 13,600 | $14.2M | 1.1% |
| META META PLATFORMS INC | 14,500 | $8.2M | 0.6% |
| WK WORKIVA INC | 144,200 | $7.0M | 0.5% |
| SHC SOTERA HEALTH CO | 350,000 | $6.2M | 0.5% |
| MDLN MEDLINE INC | 100,000 | $3.9M | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PLNT PLANET FITNESS MASTER ISSUER | 355,000 | 1,600,340 | +350.8% | $83.5M |
| BSX BOSTON SCIENTIFIC CORP | 170,000 | 1,105,132 | +550.1% | $47.2M |
| MNDY MONDAY COM LTD | 539,610 | 944,029 | +74.9% | $68.3M |
| SIBN SI BONE INC | 1,887,472 | 3,347,574 | +77.4% | $54.6M |
| INTA INTAPP INC | 1,248,372 | 2,180,252 | +74.6% | $55.0M |
| PCOR PROCORE TECHNOLOGIES INC | 330,000 | 845,000 | +156.1% | $34.3M |
| TCMD TACTILE SYS TECHNOLOGY INC | 1,041,072 | 1,576,940 | +51.5% | $47.0M |
| VRSN VERISIGN INC | 45,000 | 79,000 | +75.6% | $19.9M |
| ALKT ALKAMI TECHNOLOGY INC | 1,335,000 | 1,476,832 | +10.6% | $26.8M |
| MXCT MAXCYTE INC | 1,722,942 | 2,201,166 | +27.8% | $2.7M |
| IQV IQVIA HLDGS INC | 813,152 | 815,752 | +0.3% | $157.6M |
| OABI OMNIAB INC | 4,157,129 | 4,211,821 | +1.3% | $10.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CYRX CRYOPORT INC | 4,776,343 | 2,920,681 | -38.9% | $45.9M |
| HQY HEALTHEQUITY INC | 832,700 | 626,700 | -24.7% | $56.6M |
| FLYW FLYWIRE CORPORATION | 6,618,119 | 5,744,166 | -13.2% | $100.9M |
| NTNX NUTANIX INC | 850,000 | 599,504 | -29.5% | $30.6M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 47,700 | 35,900 | -24.7% | $17.1M |
| GH GUARDANT HEALTH INC | 779,648 | 757,393 | -2.9% | $113.6M |
CIK 1423686 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
