Cadian Capital Management as of March 31, 2025
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 9.7 | $227M | 2.5M | 89.10 | |
| Guardant Health (GH) | 8.4 | $196M | 4.6M | 42.60 | |
| Braze Com Cl A (BRZE) | 7.0 | $164M | 4.6M | 36.08 | |
| Criteo S A Spons Ads (CRTO) | 6.7 | $158M | 4.5M | 35.41 | |
| Roku Com Cl A (ROKU) | 6.3 | $147M | 2.1M | 70.44 | |
| Procore Technologies (PCOR) | 5.6 | $130M | 2.0M | 66.02 | |
| Nutanix Cl A (NTNX) | 5.2 | $121M | 1.7M | 69.81 | |
| Sprout Social Com Cl A (SPT) | 4.8 | $111M | 5.1M | 21.99 | |
| Evolent Health Cl A (EVH) | 4.4 | $102M | 11M | 9.47 | |
| Iqvia Holdings (IQV) | 4.0 | $93M | 527k | 176.30 | |
| Planet Fitness Cl A (PLNT) | 3.9 | $90M | 933k | 96.61 | |
| Global E Online SHS (GLBE) | 3.7 | $87M | 2.4M | 35.65 | |
| Bath & Body Works In (BBWI) | 3.4 | $80M | 2.6M | 30.32 | |
| Monday SHS (MNDY) | 3.0 | $69M | 284k | 243.16 | |
| Flywire Corporation Com Vtg (FLYW) | 2.9 | $67M | 7.0M | 9.50 | |
| Remitly Global (RELY) | 2.7 | $63M | 3.0M | 20.80 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $58M | 880k | 65.46 | |
| Confluent Class A Com (CFLT) | 2.3 | $54M | 2.3M | 23.44 | |
| Acv Auctions Com Cl A (ACVA) | 2.2 | $52M | 3.7M | 14.09 | |
| KAR Auction Services (KAR) | 1.9 | $46M | 2.4M | 19.28 | |
| Lithia Motors (LAD) | 1.4 | $33M | 113k | 293.54 | |
| Hubspot (HUBS) | 1.4 | $33M | 58k | 571.29 | |
| Cryoport Com Par $0.001 (CYRX) | 1.3 | $30M | 5.0M | 6.08 | |
| Tactile Systems Technology, In (TCMD) | 1.2 | $28M | 2.1M | 13.22 | |
| Maxcyte (MXCT) | 1.2 | $27M | 10M | 2.73 | |
| Paragon 28 (FNA) | 1.2 | $27M | 2.1M | 13.06 | |
| Schrodinger (SDGR) | 0.9 | $22M | 1.1M | 19.74 | |
| Group 1 Automotive (GPI) | 0.9 | $20M | 53k | 381.95 | |
| Quantum Computing (QUBT) | 0.1 | $2.2M | 270k | 8.00 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $1.5M | 40k | 37.08 |