Cadian Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$821.2M
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
-40.7% QoQ · -64.9% YoY
Positions
23
reported holdings
Largest positions
All 23 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Iqvia Hldgs Inc | IQV | Shares | $138.7M | 813K |
| Draftkings Inc New | DKNG | Shares | $79.2M | 3.7M |
| Flywire Corporation | FLYW | Shares | $77.0M | 6.6M |
| Guardant Health Inc | GH | Shares | $72.0M | 780K |
| Healthequity Inc | HQY | Shares | $69.6M | 833K |
| Palo Alto Networks Inc | PANW | Shares | $44.0M | 275K |
| Cryoport Inc | CYRX | Shares | $39.5M | 4.8M |
| Monday Com Ltd | Shares | $37.3M | 540K | |
| Nutanix Inc | NTNX | Shares | $32.3M | 850K |
| Intapp Inc | INTA | Shares | $32.1M | 1.2M |
| Tactile Sys Technology Inc | TCMD | Shares | $27.2M | 1.0M |
| Planet Fitness Master Issuer | PLNT | Shares | $26.4M | 355K |
| Evolent Health Inc | EVH | Shares | $24.7M | 10.8M |
| Si Bone Inc | SIBN | Shares | $23.8M | 1.9M |
| Alkami Technology Inc | ALKT | Shares | $20.9M | 1.3M |
| Procore Technologies Inc | PCOR | Shares | $18.8M | 330K |
| Taiwan Semiconductor Manufac | TSM | Shares | $16.1M | 48K |
| Verisign Inc | VRSN | Shares | $11.2M | 45K |
| Boston Scientific Corp | BSX | Shares | $10.7M | 170K |
| Global E Online Ltd | Shares | $6.8M | 222K | |
| Omniab Inc | OABI | Shares | $6.5M | 4.2M |
| Pegasystems Inc | PEGA | Shares | $5.1M | 120K |
| Maxcyte Inc | MXCT | Shares | $1.2M | 1.7M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.