# CADIAN CAPITAL MANAGEMENT, LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1423686.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.32bn
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1423686/000142368626000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $157.6m | 11.9% | 815,752 |  | Added +2,600 |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $113.6m | 8.6% | 757,393 |  | Reduced −22,255 |
| [FLYWIRE CORPORATION (FLYW)](/companies/flyw.md) | COM VTG | $100.9m | 7.6% | 5,744,166 |  | Reduced −873,953 |
| [PLANET FITNESS MASTER ISSUER (PLNT)](/companies/plnt.md) | CL A | $83.5m | 6.3% | 1,600,340 |  | Added +1,245,340 |
| SPOTIFY TECHNOLOGY S A | SHS | $79.9m | 6.0% | 174,000 |  | New +174,000 |
| MONDAY COM LTD | SHS | $68.3m | 5.2% | 944,029 |  | Added +404,419 |
| [VARONIS SYS INC (VRNS)](/companies/vrns.md) | COM | $66.5m | 5.0% | 1,585,693 |  | New +1,585,693 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $62.1m | 4.7% | 326,063 |  | New +326,063 |
| [EVOLENT HEALTH INC (EVH)](/companies/evh.md) | CL A | $58.6m | 4.4% | 10,814,473 |  | Unchanged |
| [HEALTHEQUITY INC (HQY)](/companies/hqy.md) | COM | $56.6m | 4.3% | 626,700 |  | Reduced −206,000 |
| [INTAPP INC (INTA)](/companies/inta.md) | COM | $55.0m | 4.2% | 2,180,252 |  | Added +931,880 |
| [SI BONE INC (SIBN)](/companies/sibn.md) | COM | $54.6m | 4.1% | 3,347,574 |  | Added +1,460,102 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $47.2m | 3.6% | 1,105,132 |  | Added +935,132 |
| [TACTILE SYS TECHNOLOGY INC (TCMD)](/companies/tcmd.md) | COM | $47.0m | 3.6% | 1,576,940 |  | Added +535,868 |
| [CRYOPORT INC (CYRX)](/companies/cyrx.md) | COM PAR $0.001 | $45.9m | 3.5% | 2,920,681 |  | Reduced −1,855,662 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $42.8m | 3.2% | 179,700 |  | New +179,700 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $34.3m | 2.6% | 845,000 |  | Added +515,000 |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $30.6m | 2.3% | 599,504 |  | Reduced −250,496 |
| [ALKAMI TECHNOLOGY INC (ALKT)](/companies/alkt.md) | COM | $26.8m | 2.0% | 1,476,832 |  | Added +141,832 |
| [VERISIGN INC (VRSN)](/companies/vrsn.md) | COM | $19.9m | 1.5% | 79,000 |  | Added +34,000 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $17.1m | 1.3% | 35,900 |  | Reduced −11,800 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $14.2m | 1.1% | 13,600 |  | New +13,600 |
| [OMNIAB INC (OABI)](/companies/oabi.md) | COM | $10.4m | 0.8% | 4,211,821 |  | Added +54,692 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $8.2m | 0.6% | 14,500 |  | New +14,500 |
| [WORKIVA INC (WK)](/companies/wk.md) | COM CL A | $7.0m | 0.5% | 144,200 |  | New +144,200 |
| [SOTERA HEALTH CO (SHC)](/companies/shc.md) | COM | $6.2m | 0.5% | 350,000 |  | New +350,000 |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $3.9m | 0.3% | 100,000 |  | New +100,000 |
| [MAXCYTE INC (MXCT)](/companies/mxct.md) | COM | $2.7m | 0.2% | 2,201,166 |  | Added +478,224 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −3,662,983 |
| GLOBAL E ONLINE LTD | SHS | $0 | 0.0% | 0 |  | Sold out −221,695 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $0 | 0.0% | 0 |  | Sold out −274,500 |
| [PEGASYSTEMS INC (PEGA)](/companies/pega.md) | COM | $0 | 0.0% | 0 |  | Sold out −119,683 |

Source: SEC EDGAR, Form 13F-HR, accession 0001423686-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.