Cadian Capital Management as of June 30, 2025
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global E Online SHS (GLBE) | 10.4 | $185M | 5.5M | 33.54 | |
| Guardant Health (GH) | 9.3 | $165M | 3.2M | 52.04 | |
| Criteo S A Spons Ads (CRTO) | 6.7 | $120M | 5.0M | 23.96 | |
| Evolent Health Cl A (EVH) | 6.6 | $117M | 10M | 11.26 | |
| Procore Technologies (PCOR) | 6.5 | $117M | 1.7M | 68.42 | |
| Flywire Corporation Com Vtg (FLYW) | 6.4 | $114M | 9.8M | 11.70 | |
| Confluent Class A Com (CFLT) | 6.1 | $109M | 4.4M | 24.93 | |
| Iqvia Holdings (IQV) | 5.8 | $103M | 652k | 157.59 | |
| Sprout Social Com Cl A (SPT) | 5.6 | $100M | 4.8M | 20.91 | |
| Nutanix Cl A (NTNX) | 5.1 | $92M | 1.2M | 76.44 | |
| Roku Com Cl A (ROKU) | 4.7 | $84M | 956k | 87.89 | |
| Braze Com Cl A (BRZE) | 4.2 | $75M | 2.7M | 28.10 | |
| Schrodinger (SDGR) | 3.4 | $61M | 3.0M | 20.12 | |
| Acv Auctions Com Cl A (ACVA) | 3.1 | $55M | 3.4M | 16.22 | |
| KAR Auction Services (KAR) | 2.9 | $52M | 2.1M | 24.45 | |
| Elastic N V Ord Shs (ESTC) | 2.8 | $49M | 584k | 84.33 | |
| Omnicell (OMCL) | 2.7 | $49M | 1.7M | 29.40 | |
| Cryoport Com Par $0.001 (CYRX) | 2.1 | $37M | 5.0M | 7.46 | |
| Hubspot (HUBS) | 1.3 | $24M | 43k | 556.63 | |
| Tactile Systems Technology, In (TCMD) | 1.3 | $23M | 2.3M | 10.14 | |
| Maxcyte (MXCT) | 1.1 | $19M | 8.9M | 2.18 | |
| Flutter Entmt SHS (FLUT) | 1.0 | $18M | 61k | 285.76 | |
| PROS Holdings (PRO) | 0.6 | $11M | 690k | 15.66 | |
| Draftkings Com Cl A (DKNG) | 0.4 | $7.3M | 170k | 42.89 |
