Cadian Capital Management as of Dec. 31, 2024
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 10.8 | $188M | 1.9M | 99.08 | |
| Guardant Health (GH) | 9.2 | $160M | 5.2M | 30.55 | |
| Braze Com Cl A (BRZE) | 8.9 | $154M | 3.7M | 41.88 | |
| Sprout Social Com Cl A (SPT) | 8.0 | $140M | 4.5M | 30.71 | |
| Remitly Global (RELY) | 7.2 | $124M | 5.5M | 22.57 | |
| Criteo S A Spons Ads (CRTO) | 5.9 | $102M | 2.6M | 39.56 | |
| Nutanix Cl A (NTNX) | 5.1 | $89M | 1.5M | 61.18 | |
| Roku Com Cl A (ROKU) | 5.0 | $88M | 1.2M | 74.34 | |
| Iqvia Holdings (IQV) | 4.5 | $79M | 400k | 196.51 | |
| Procore Technologies (PCOR) | 4.2 | $73M | 968k | 74.93 | |
| Planet Fitness Cl A (PLNT) | 3.7 | $64M | 642k | 98.87 | |
| Us Foods Hldg Corp call (USFD) | 3.4 | $59M | 880k | 67.46 | |
| Evolent Health Cl A (EVH) | 3.4 | $59M | 5.2M | 11.25 | |
| Bath & Body Works In (BBWI) | 2.3 | $39M | 1.0M | 38.77 | |
| Maxcyte (MXCT) | 2.2 | $39M | 9.3M | 4.16 | |
| Cryoport Com Par $0.001 (CYRX) | 2.2 | $38M | 4.9M | 7.78 | |
| KAR Auction Services (KAR) | 2.2 | $38M | 1.9M | 19.84 | |
| Monday SHS (MNDY) | 2.0 | $35M | 150k | 235.44 | |
| Lithia Motors (LAD) | 1.8 | $31M | 87k | 357.43 | |
| Tactile Systems Technology, In (TCMD) | 1.7 | $30M | 1.7M | 17.13 | |
| Group 1 Automotive (GPI) | 1.5 | $26M | 63k | 421.48 | |
| Confluent Class A Com (CFLT) | 1.4 | $24M | 846k | 27.96 | |
| Global E Online SHS (GLBE) | 1.3 | $23M | 420k | 54.53 | |
| Paragon 28 (FNA) | 0.8 | $15M | 1.4M | 10.33 | |
| Servicetitan Shs Cl A (TTAN) | 0.7 | $13M | 125k | 102.87 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.5 | $9.0M | 1.5M | 6.12 |
