Cadian Capital Management as of Sept. 30, 2024
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 9.9 | $194M | 2.5M | 76.76 | |
| Procore Technologies (PCOR) | 8.9 | $174M | 2.8M | 61.72 | |
| Remitly Global (RELY) | 8.6 | $169M | 13M | 13.39 | |
| Guardant Health (GH) | 8.2 | $161M | 7.0M | 22.94 | |
| Braze Com Cl A (BRZE) | 7.4 | $145M | 4.5M | 32.34 | |
| Global E Online SHS (GLBE) | 6.6 | $129M | 3.3M | 38.44 | |
| Sprout Social Com Cl A (SPT) | 6.4 | $125M | 4.3M | 29.07 | |
| Planet Fitness Cl A (PLNT) | 6.1 | $119M | 1.5M | 81.22 | |
| Criteo S A Spons Ads (CRTO) | 3.9 | $75M | 1.9M | 40.24 | |
| Bath & Body Works In (BBWI) | 3.7 | $72M | 2.2M | 31.92 | |
| Us Foods Hldg Corp call (USFD) | 3.6 | $71M | 1.2M | 61.50 | |
| Confluent Class A Com (CFLT) | 2.6 | $52M | 2.5M | 20.38 | |
| Nutanix Cl A (NTNX) | 2.6 | $51M | 864k | 59.25 | |
| KAR Auction Services (KAR) | 2.1 | $41M | 2.4M | 16.88 | |
| Pegasystems (PEGA) | 2.0 | $40M | 547k | 73.09 | |
| Sprinklr Cl A (CXM) | 1.8 | $36M | 4.6M | 7.73 | |
| Lithia Motors (LAD) | 1.8 | $36M | 112k | 317.64 | |
| Cryoport Com Par $0.001 (CYRX) | 1.8 | $35M | 4.3M | 8.11 | |
| Omnicell (OMCL) | 1.8 | $35M | 800k | 43.60 | |
| Hubspot (HUBS) | 1.7 | $32M | 61k | 531.60 | |
| Maxcyte (MXCT) | 1.6 | $32M | 8.2M | 3.89 | |
| Group 1 Automotive (GPI) | 1.6 | $31M | 80k | 383.04 | |
| Tactile Systems Technology, In (TCMD) | 1.4 | $28M | 1.9M | 14.61 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 1.1 | $22M | 3.7M | 5.85 | |
| Aurora Innovation Class A Com (AUR) | 1.0 | $19M | 3.2M | 5.92 | |
| Mirum Pharmaceuticals (MIRM) | 0.9 | $19M | 476k | 39.00 | |
| Paragon 28 (FNA) | 0.6 | $13M | 1.9M | 6.68 |
