Cadian Capital Management

Latest statistics and disclosures from Cadian Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IQV, GH, FLYW, PLNT, SPOT, and represent 40.53% of Cadian Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: SPOT (+$80M), VRNS (+$67M), PLNT (+$65M), DHR (+$62M), AMZN (+$43M), BSX (+$40M), MNDY (+$29M), SIBN (+$24M), INTA (+$24M), PCOR (+$21M).
  • Started 9 new stock positions in META, VRNS, MDLN, AMZN, WK, EQIX, SPOT, SHC, DHR.
  • Reduced shares in these 10 stocks: DKNG (-$79M), PANW (-$44M), CYRX (-$29M), HQY (-$19M), FLYW (-$15M), NTNX (-$13M), GLBE (-$6.8M), TSM (-$5.6M), PEGA (-$5.1M), GH.
  • Sold out of its positions in DKNG, PANW, PEGA, GLBE.
  • Cadian Capital Management was a net buyer of stock by $302M.
  • Cadian Capital Management has $1.3B in assets under management (AUM), dropping by 60.91%.
  • Central Index Key (CIK): 0001423686

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Portfolio Holdings for Cadian Capital Management

Cadian Capital Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iqvia Holdings (IQV) 11.9 $158M 816k 193.22
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Guardant Health (GH) 8.6 $114M -2% 757k 150.03
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Flywire Corporation Com Vtg (FLYW) 7.6 $101M -13% 5.7M 17.57
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Planet Fitness Master Issuer Cl A (PLNT) 6.3 $84M +350% 1.6M 52.17
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Spotify Technology S A SHS (SPOT) 6.0 $80M NEW 174k 459.13
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Monday SHS (MNDY) 5.2 $68M +74% 944k 72.39
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Varonis Sys (VRNS) 5.0 $67M NEW 1.6M 41.96
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Danaher Corporation (DHR) 4.7 $62M NEW 326k 190.48
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Evolent Health Cl A (EVH) 4.4 $59M 11M 5.42
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Healthequity (HQY) 4.3 $57M -24% 627k 90.32
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Intapp (INTA) 4.2 $55M +74% 2.2M 25.21
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Si-bone (SIBN) 4.1 $55M +77% 3.3M 16.32
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Boston Scientific Corporation (BSX) 3.6 $47M +550% 1.1M 42.68
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Tactile Systems Technology, In (TCMD) 3.6 $47M +51% 1.6M 29.78
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Cryoport Com Par $0.001 (CYRX) 3.5 $46M -38% 2.9M 15.70
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Amazon (AMZN) 3.2 $43M NEW 180k 238.34
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Procore Technologies (PCOR) 2.6 $34M +156% 845k 40.62
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Nutanix Cl A (NTNX) 2.3 $31M -29% 600k 50.96
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Alkami Technology (ALKT) 2.0 $27M +10% 1.5M 18.12
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Verisign (VRSN) 1.5 $20M +75% 79k 251.56
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.3 $17M -24% 36k 477.57
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Equinix (EQIX) 1.1 $14M NEW 14k 1042.39
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Omniab (OABI) 0.8 $10M 4.2M 2.46
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Meta Platforms Cl A (META) 0.6 $8.2M NEW 15k 563.29
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Workiva Com Cl A (WK) 0.5 $7.0M NEW 144k 48.51
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Sotera Health (SHC) 0.5 $6.2M NEW 350k 17.75
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Medline Com Cl A (MDLN) 0.3 $3.9M NEW 100k 39.44
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Maxcyte (MXCT) 0.2 $2.7M +27% 2.2M 1.23
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Past Filings by Cadian Capital Management

SEC 13F filings are viewable for Cadian Capital Management going back to 2010

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