CADIAN CAPITAL MANAGEMENT, LP
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1423686.
- Reported value$1.32bn
- Positions28
Holdings: 28 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Iqvia Holdings IncIQV | COM | 46266C105 | 158 | 11.9% | 815,752 | Added+2,600 | |
| Guardant Health IncGH | COM | 40131M109 | 114 | 8.6% | 757,393 | Reduced−22,255 | |
| Flywire CorporationFLYW | COM VTG | 302492103 | 101 | 7.6% | 5,744,166 | Reduced−873,953 | |
| Planet Fitness Master IssuerPLNT | CL A | 72703H101 | 83.5 | 6.3% | 1,600,340 | Added+1,245,340 | |
| Spotify Technology S a | SHS | L8681T102 | 79.9 | 6.0% | 174,000 | New+174,000 | |
| Monday Com Ltd | SHS | M7S64H106 | 68.3 | 5.2% | 944,029 | Added+404,419 | |
| Varonis Sys IncVRNS | COM | 922280102 | 66.5 | 5.0% | 1,585,693 | New+1,585,693 | |
| Danaher Corp DelDHR | COM | 235851102 | 62.1 | 4.7% | 326,063 | New+326,063 | |
| Evolent Health IncEVH | CL A | 30050B101 | 58.6 | 4.4% | 10,814,473 | Unchanged | |
| Healthequity IncHQY | COM | 42226A107 | 56.6 | 4.3% | 626,700 | Reduced−206,000 | |
| Intapp IncINTA | COM | 45827U109 | 55.0 | 4.2% | 2,180,252 | Added+931,880 | |
| SI Bone IncSIBN | COM | 825704109 | 54.6 | 4.1% | 3,347,574 | Added+1,460,102 | |
| Boston Scientific CorpBSX | COM | 101137107 | 47.2 | 3.6% | 1,105,132 | Added+935,132 | |
| Tactile Sys Technology IncTCMD | COM | 87357P100 | 47.0 | 3.6% | 1,576,940 | Added+535,868 | |
| Cryoport IncCYRX | COM PAR $0.001 | 229050307 | 45.9 | 3.5% | 2,920,681 | Reduced−1,855,662 | |
| Amazon Com IncAMZN | COM | 023135106 | 42.8 | 3.2% | 179,700 | New+179,700 | |
| Procore Technologies IncPCOR | COM | 74275K108 | 34.3 | 2.6% | 845,000 | Added+515,000 | |
| Nutanix IncNTNX | CL A | 67059N108 | 30.6 | 2.3% | 599,504 | Reduced−250,496 | |
| Alkami Technology IncALKT | COM | 01644J108 | 26.8 | 2.0% | 1,476,832 | Added+141,832 | |
| Verisign IncVRSN | COM | 92343E102 | 19.9 | 1.5% | 79,000 | Added+34,000 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 17.1 | 1.3% | 35,900 | Reduced−11,800 | |
| Equinix IncEQIX | COM | 29444U700 | 14.2 | 1.1% | 13,600 | New+13,600 | |
| Omniab IncOABI | COM | 68218J103 | 10.4 | 0.8% | 4,211,821 | Added+54,692 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 8.2 | 0.6% | 14,500 | New+14,500 | |
| Workiva IncWK | COM CL A | 98139A105 | 7.0 | 0.5% | 144,200 | New+144,200 | |
| Sotera Health CoSHC | COM | 83601L102 | 6.2 | 0.5% | 350,000 | New+350,000 | |
| Medline IncMDLN | COM CL A | 58507V107 | 3.9 | 0.3% | 100,000 | New+100,000 | |
| Maxcyte IncMXCT | COM | 57777K106 | 2.7 | 0.2% | 2,201,166 | Added+478,224 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Draftkings Inc NewDKNG | COM CL A | 26142V105 | 0.0 | 0.0% | 0 | Sold out−3,662,983 | |
| Global E Online Ltd | SHS | M5216V106 | 0.0 | 0.0% | 0 | Sold out−221,695 | |
| Palo Alto Networks IncPANW | COM | 697435105 | 0.0 | 0.0% | 0 | Sold out−274,500 | |
| Pegasystems IncPEGA | COM | 705573103 | 0.0 | 0.0% | 0 | Sold out−119,683 |
Source: SEC EDGAR, Form 13F-HR, accession 0001423686-26-000006 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.