Cadian Capital Management as of March 31, 2024
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Planet Fitness Cl A (PLNT) | 12.6 | $355M | 5.7M | 62.63 | |
| Procore Technologies (PCOR) | 8.2 | $231M | 2.8M | 82.17 | |
| Braze Com Cl A (BRZE) | 7.1 | $201M | 4.5M | 44.30 | |
| Varonis Sys (VRNS) | 6.7 | $188M | 4.0M | 47.17 | |
| Criteo S A Spons Ads (CRTO) | 6.6 | $184M | 5.3M | 35.07 | |
| Catalent | 6.5 | $182M | 3.2M | 56.45 | |
| Sprinklr Cl A (CXM) | 5.6 | $157M | 13M | 12.27 | |
| Remitly Global (RELY) | 4.8 | $134M | 6.5M | 20.74 | |
| Hubspot (HUBS) | 4.7 | $131M | 209k | 626.56 | |
| Guardant Health (GH) | 4.2 | $120M | 5.8M | 20.63 | |
| Lithia Motors (LAD) | 3.4 | $96M | 320k | 300.86 | |
| Cryoport Com Par $0.001 (CYRX) | 3.1 | $86M | 4.8M | 17.70 | |
| Us Foods Hldg Corp call (USFD) | 2.8 | $78M | 1.4M | 53.97 | |
| Omnicell (OMCL) | 2.4 | $68M | 2.3M | 29.23 | |
| Elastic N V Ord Shs (ESTC) | 2.3 | $66M | 658k | 100.24 | |
| Mirum Pharmaceuticals (MIRM) | 2.0 | $58M | 2.3M | 25.12 | |
| Pegasystems (PEGA) | 2.0 | $57M | 880k | 64.64 | |
| Bath & Body Works In (BBWI) | 1.9 | $53M | 1.1M | 50.02 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 1.9 | $52M | 7.6M | 6.89 | |
| New York Times Cl A (NYT) | 1.8 | $50M | 1.2M | 43.22 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.7 | $47M | 297k | 159.62 | |
| Tactile Systems Technology, In (TCMD) | 1.1 | $31M | 1.9M | 16.25 | |
| Aurora Innovation Class A Com (AUR) | 1.1 | $30M | 11M | 2.82 | |
| Smartsheet Com Cl A (SMAR) | 1.0 | $29M | 760k | 38.50 | |
| Maxcyte (MXCT) | 1.0 | $28M | 6.6M | 4.19 | |
| Global E Online SHS (GLBE) | 0.9 | $26M | 702k | 36.35 | |
| Tko Group Holdings Cl A (TKO) | 0.6 | $17M | 200k | 86.41 | |
| Palo Alto Networks (PANW) | 0.6 | $17M | 59k | 284.13 | |
| Nutanix Cl A (NTNX) | 0.5 | $15M | 245k | 61.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.4M | 49k | 150.93 | |
| KAR Auction Services (KAR) | 0.2 | $6.4M | 370k | 17.30 | |
| Microvision Inc Del Com New (MVIS) | 0.2 | $4.7M | 2.6M | 1.84 | |
| Caredx (CDNA) | 0.1 | $3.2M | 303k | 10.59 | |
| Nano X Imaging Ord Shs (NNOX) | 0.1 | $2.1M | 220k | 9.77 | |
| Bowlero Corp Cl A Com (LUCK) | 0.1 | $1.8M | 134k | 13.70 | |
| Arrowroot Acquisition Corp *w Exp 03/02/202 | 0.0 | $59k | 250k | 0.23 |
