Cadian Capital Management as of Dec. 31, 2025
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Draftkings Com Cl A (DKNG) | 13.7 | $190M | 5.5M | 34.46 | |
| Global E Online SHS (GLBE) | 12.5 | $172M | 4.4M | 39.31 | |
| Iqvia Holdings (IQV) | 8.9 | $124M | 550k | 225.41 | |
| Flywire Corporation Com Vtg (FLYW) | 8.1 | $112M | 7.9M | 14.16 | |
| Guardant Health (GH) | 6.8 | $94M | 923k | 102.14 | |
| Procore Technologies (PCOR) | 5.5 | $77M | 1.1M | 72.74 | |
| Varonis Sys (VRNS) | 5.4 | $75M | 2.3M | 32.80 | |
| Nutanix Cl A (NTNX) | 5.1 | $71M | 1.4M | 51.69 | |
| Monday SHS (MNDY) | 4.7 | $65M | 439k | 147.56 | |
| Healthequity (HQY) | 3.7 | $52M | 567k | 91.61 | |
| Omnicell (OMCL) | 3.7 | $52M | 1.1M | 45.30 | |
| Cryoport Com Par $0.001 (CYRX) | 3.4 | $48M | 5.0M | 9.60 | |
| Evolent Health Cl A (EVH) | 3.2 | $44M | 11M | 4.00 | |
| Confluent Class A Com | 2.8 | $39M | 1.3M | 30.24 | |
| KAR Auction Services (OPLN) | 2.8 | $38M | 1.3M | 29.78 | |
| Tactile Systems Technology, In (TCMD) | 2.3 | $31M | 1.1M | 29.00 | |
| Alkami Technology (ALKT) | 1.9 | $27M | 1.2M | 23.07 | |
| Si-bone (SIBN) | 1.7 | $23M | 1.2M | 19.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $17M | 57k | 303.89 | |
| Meta Platforms Cl A (META) | 0.7 | $9.0M | 14k | 660.09 | |
| Intapp (INTA) | 0.6 | $8.5M | 185k | 45.82 | |
| Omniab (OABI) | 0.6 | $8.2M | 4.4M | 1.85 | |
| Maxcyte (MXCT) | 0.4 | $5.7M | 3.7M | 1.55 | |
| Unity Software (U) | 0.0 | $574k | 13k | 44.17 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $410k | 13k | 32.47 | |
| Gogo (GOGO) | 0.0 | $233k | 50k | 4.66 |
