Cadian Capital Management as of June 30, 2024
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Braze Com Cl A (BRZE) | 9.5 | $190M | 4.9M | 38.84 | |
| Varonis Sys (VRNS) | 9.1 | $182M | 3.8M | 47.97 | |
| Planet Fitness Cl A (PLNT) | 8.5 | $171M | 2.3M | 73.59 | |
| Procore Technologies (PCOR) | 7.3 | $147M | 2.2M | 66.31 | |
| Elastic N V Ord Shs (ESTC) | 6.8 | $136M | 1.2M | 113.91 | |
| Remitly Global (RELY) | 5.8 | $117M | 9.7M | 12.12 | |
| Criteo S A Spons Ads (CRTO) | 5.4 | $108M | 2.9M | 37.72 | |
| Sprout Social Com Cl A (SPT) | 5.3 | $106M | 3.0M | 35.68 | |
| Global E Online SHS (GLBE) | 5.1 | $103M | 2.8M | 36.27 | |
| Guardant Health (GH) | 4.5 | $90M | 3.1M | 28.88 | |
| Us Foods Hldg Corp call (USFD) | 3.6 | $73M | 1.4M | 52.98 | |
| Omnicell (OMCL) | 3.3 | $67M | 2.5M | 27.07 | |
| Sprinklr Cl A (CXM) | 3.0 | $59M | 6.2M | 9.62 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 2.7 | $55M | 6.9M | 8.06 | |
| Bath & Body Works In (BBWI) | 2.5 | $49M | 1.3M | 39.05 | |
| KAR Auction Services (KAR) | 2.2 | $43M | 2.6M | 16.59 | |
| Mirum Pharmaceuticals (MIRM) | 2.1 | $42M | 1.2M | 34.19 | |
| Nutanix Cl A (NTNX) | 2.1 | $42M | 731k | 56.85 | |
| Smartsheet Com Cl A (SMAR) | 1.8 | $36M | 822k | 44.08 | |
| Lithia Motors (LAD) | 1.8 | $36M | 142k | 252.45 | |
| Cryoport Com Par $0.001 (CYRX) | 1.6 | $32M | 4.6M | 6.91 | |
| Maxcyte (MXCT) | 1.5 | $30M | 7.6M | 3.92 | |
| Aurora Innovation Class A Com (AUR) | 1.3 | $27M | 9.7M | 2.77 | |
| Group 1 Automotive (GPI) | 1.3 | $27M | 89k | 297.28 | |
| Tactile Systems Technology, In (TCMD) | 1.3 | $25M | 2.1M | 11.94 | |
| Catalent | 0.6 | $12M | 216k | 56.23 | |
| Bowlero Corp Cl A Com (LUCK) | 0.1 | $1.9M | 134k | 14.49 | |
| Nano X Imaging Ord Shs (NNOX) | 0.1 | $1.2M | 170k | 7.34 | |
| Microvision Inc Del Com New (MVIS) | 0.1 | $1.2M | 1.1M | 1.06 |
