Cadian Capital Management, LP
Net buyer this quarter
$1.32B
28
+$239M
64.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IQV | $158M | 11.93% | 0.50% | +0.3% | Q4 2023 |
 GH | $114M | 8.60% | 0.57% | -2.9% | Q4 2023 |
 FLYW | $101M | 7.64% | 4.72% | -13.2% | Q1 2025 |
 PLNT | $83.5M | 6.32% | 1600340.00% | +350.8% | Q3 2022 |
 SPOT | $79.9M | 6.05% | 0.08% | Not reported | Q2 2018 |
 MNDY | $68.3M | 5.17% | 1.85% | +75.0% | Q4 2024 |
 VRNS | $66.5M | 5.04% | 1.38% | Not reported | Q1 2014 |
 DHR | $62.1M | 4.70% | 0.05% | New | Q2 2026 |
 EVH | $58.6M | 4.44% | 9.61% | Not reported | Q3 2017 |
 HQY | $56.6M | 4.28% | 0.75% | -24.7% | Q4 2025 |
 INTA | $55M | 4.16% | 2.85% | +74.7% | Q4 2025 |
 SIBN | $54.6M | 4.13% | 7.49% | +77.4% | Q3 2025 |
 BSX | $47.2M | 3.57% | 0.07% | +550.1% | Q1 2026 |
 TCMD | $47M | 3.55% | 6.95% | +51.5% | Q4 2023 |
 CYRX | $45.9M | 3.47% | 5.77% | -38.9% | Q1 2023 |
 AMZN | $42.8M | 3.24% | 0.00% | Not reported | Q1 2016 |
 PCOR | $34.3M | 2.60% | 0.56% | +156.1% | Q2 2022 |
 NTNX | $30.6M | 2.31% | 0.22% | -29.5% | Q1 2024 |
 ALKT | $26.8M | 2.03% | 1.38% | +10.6% | Q4 2025 |
 VRSN | $19.9M | 1.50% | 0.09% | +75.6% | Q3 2020 |
 TSM | $17.1M | 1.30% | 0.00% | -24.7% | Q4 2025 |
 EQIX | $14.2M | 1.07% | 0.01% | Not reported | Q2 2013 |
 OABI | $10.4M | 0.78% | 2.90% | +1.3% | Q3 2025 |
 META | $8.17M | 0.62% | Not reported | Not reported | Q1 2017 |
 WK | $7M | 0.53% | Not reported | Not reported | Q4 2014 |
 SHC | $6.21M | 0.47% | 0.12% | New | Q2 2026 |
 MDLN | $3.94M | 0.30% | Not reported | New | Q2 2026 |
 MXCT | $2.71M | 0.20% | 2.07% | +27.8% | Q4 2023 |
| Q1 2026 | |||||
| IQV | $139M | 16.89% | 0.49% | +47.9% | Q4 2023 |
 DKNG | $79.2M | 9.64% | Not reported | -33.7% | Q2 2025 |
| FLYW | $77M | 9.38% | 5.45% | -16.5% | Q1 2025 |
| GH | $72M | 8.77% | 0.59% | -15.5% | Q4 2023 |
| HQY | $69.6M | 8.47% | 0.99% | +46.9% | Q4 2025 |
 PANW | $44M | 5.36% | 0.03% | Not reported | Q3 2013 |
| CYRX | $39.5M | 4.82% | 9.52% | -3.8% | Q1 2023 |
| MNDY | $37.3M | 4.54% | 1.05% | +23.1% | Q4 2024 |
| NTNX | $32.3M | 3.93% | 0.32% | -38.3% | Q1 2024 |
| INTA | $32.1M | 3.91% | 1.62% | +574.8% | Q4 2025 |
| TCMD | $27.2M | 3.31% | 4.58% | -4.0% | Q4 2023 |
| PLNT | $26.4M | 3.22% | 355000.00% | Not reported | Q3 2022 |
| EVH | $24.7M | 3.00% | 9.69% | -2.4% | Q3 2017 |
| SIBN | $23.8M | 2.90% | 4.27% | +61.2% | Q3 2025 |
| ALKT | $20.9M | 2.55% | 1.26% | +14.2% | Q4 2025 |
| PCOR | $18.8M | 2.29% | 0.22% | -68.8% | Q2 2022 |
| TSM | $16.1M | 1.96% | 0.00% | -16.3% | Q4 2025 |
| VRSN | $11.2M | 1.36% | 0.05% | Not reported | Q3 2020 |
| BSX | $10.7M | 1.30% | 0.01% | New | Q1 2026 |
 GLBE | $6.84M | 0.83% | 0.13% | -95.0% | Q1 2024 |
| OABI | $6.53M | 0.79% | 2.87% | -6.3% | Q3 2025 |
 PEGA | $5.09M | 0.62% | 0.07% | Not reported | Q4 2014 |
| MXCT | $1.21M | 0.15% | 1.61% | -53.2% | Q4 2023 |
| Q4 2025 | |||||
| DKNG | $190M | 13.75% | Not reported | +297.8% | Q2 2025 |
| GLBE | $172M | 12.45% | 2.59% | -22.7% | Q1 2024 |
| IQV | $124M | 8.95% | 0.32% | -31.6% | Q4 2023 |
| FLYW | $112M | 8.11% | 6.60% | -29.9% | Q1 2025 |
| GH | $94.2M | 6.81% | 0.71% | -56.9% | Q4 2023 |
| PCOR | $76.8M | 5.55% | 0.70% | +35.3% | Q2 2022 |
| VRNS | $74.9M | 5.41% | 1.94% | +25.7% | Q1 2014 |
| NTNX | $71.2M | 5.14% | 0.51% | +7.3% | Q1 2024 |
| MNDY | $64.7M | 4.67% | 0.86% | +66.1% | Q4 2024 |
| HQY | $51.9M | 3.75% | 0.66% | New | Q4 2025 |
 OMCL | $51.8M | 3.74% | 2.54% | -45.4% | Q4 2023 |
| CYRX | $47.6M | 3.44% | 9.95% | -0.4% | Q1 2023 |
| EVH | $44.3M | 3.20% | 9.93% | -5.5% | Q3 2017 |
| CFLT | $38.5M | 2.78% | 1.16% | -78.3% | Q3 2024 |
 OPLN | $38.1M | 2.75% | 1.21% | +9.7% | Q1 2024 |
| TCMD | $31.4M | 2.27% | 4.83% | -47.3% | Q4 2023 |
| ALKT | $27M | 1.95% | 1.10% | New | Q4 2025 |
| SIBN | $23.1M | 1.67% | 2.68% | +96.8% | Q3 2025 |
| TSM | $17.3M | 1.25% | 0.00% | New | Q4 2025 |
| META | $9.04M | 0.65% | Not reported | Not reported | Q1 2017 |
| INTA | $8.48M | 0.61% | 0.23% | New | Q4 2025 |
| OABI | $8.2M | 0.59% | 3.07% | +20.7% | Q3 2025 |
| MXCT | $5.71M | 0.41% | 3.45% | -55.2% | Q4 2023 |
 U | $574K | 0.04% | 0.00% | New | Q4 2025 |
 HIMS | $410K | 0.03% | Not reported | New | Q4 2025 |
 GOGO | $233K | 0.02% | 0.04% | New | Q4 2025 |
| Q3 2025 | |||||
| GLBE | $203M | 12.06% | 3.35% | +2.8% | Q1 2024 |
| FLYW | $153M | 9.10% | 9.41% | +15.9% | Q1 2025 |
| IQV | $153M | 9.06% | 0.47% | +23.1% | Q4 2023 |
| GH | $134M | 7.95% | 1.71% | -32.7% | Q4 2023 |
| CFLT | $116M | 6.91% | 5.37% | +35.0% | Q3 2024 |
| VRNS | $104M | 6.20% | 1.54% | Not reported | Q1 2014 |
| EVH | $99.2M | 5.90% | 9.98% | +12.5% | Q3 2017 |
| NTNX | $95.5M | 5.68% | 0.48% | +6.9% | Q1 2024 |
| OMCL | $63.7M | 3.79% | 4.66% | +25.9% | Q4 2023 |
 HUBS | $63.3M | 3.76% | 0.26% | +213.1% | Q4 2020 |
| PCOR | $56.9M | 3.38% | 0.52% | -54.2% | Q2 2022 |
 CRTO | $56M | 3.33% | 4.73% | -50.5% | Q2 2023 |
| DKNG | $51.9M | 3.09% | Not reported | +716.9% | Q2 2025 |
| MNDY | $51.1M | 3.04% | 0.51% | Not reported | Q4 2024 |
 BRZE | $50.1M | 2.98% | 8.23% | -33.5% | Q1 2022 |
 SPT | $49.8M | 2.96% | Not reported | -19.2% | Q2 2024 |
| CYRX | $47.2M | 2.81% | 9.95% | +0.3% | Q1 2023 |
| OPLN | $33.6M | 2.00% | 1.10% | -44.6% | Q1 2024 |
| TCMD | $28.5M | 1.69% | 9.20% | -11.0% | Q4 2023 |
 RELY | $21M | 1.25% | 0.62% | Not reported | Q1 2024 |
 FLUT | $13.2M | 0.79% | 0.03% | -15.0% | Q2 2025 |
| MXCT | $13M | 0.77% | 7.72% | -7.7% | Q4 2023 |
 WIX | $10.2M | 0.61% | 0.10% | New | Q3 2025 |
| SIBN | $8.76M | 0.52% | 1.38% | New | Q3 2025 |
| OABI | $5.88M | 0.35% | 2.55% | New | Q3 2025 |
 RBRK | $658K | 0.04% | Not reported | New | Q3 2025 |