Cadian Capital Management as of March 31, 2026
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 16.9 | $139M | 813k | 170.54 | |
| Draftkings Com Cl A (DKNG) | 9.6 | $79M | 3.7M | 21.62 | |
| Flywire Corporation Com Vtg (FLYW) | 9.4 | $77M | 6.6M | 11.64 | |
| Guardant Health (GH) | 8.8 | $72M | 780k | 92.37 | |
| Healthequity (HQY) | 8.5 | $70M | 833k | 83.57 | |
| Palo Alto Networks (PANW) | 5.4 | $44M | 275k | 160.32 | |
| Cryoport Com Par $0.001 (CYRX) | 4.8 | $40M | 4.8M | 8.28 | |
| Monday SHS (MNDY) | 4.5 | $37M | 540k | 69.11 | |
| Nutanix Cl A (NTNX) | 3.9 | $32M | 850k | 38.01 | |
| Intapp (INTA) | 3.9 | $32M | 1.2M | 25.69 | |
| Tactile Systems Technology, In (TCMD) | 3.3 | $27M | 1.0M | 26.13 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 3.2 | $26M | 355k | 74.38 | |
| Evolent Health Cl A (EVH) | 3.0 | $25M | 11M | 2.28 | |
| Si-bone (SIBN) | 2.9 | $24M | 1.9M | 12.63 | |
| Alkami Technology (ALKT) | 2.5 | $21M | 1.3M | 15.67 | |
| Procore Technologies (PCOR) | 2.3 | $19M | 330k | 57.00 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $16M | 48k | 337.95 | |
| Verisign (VRSN) | 1.4 | $11M | 45k | 248.36 | |
| Boston Scientific Corporation (BSX) | 1.3 | $11M | 170k | 62.75 | |
| Global E Online SHS (GLBE) | 0.8 | $6.8M | 222k | 30.85 | |
| Omniab (OABI) | 0.8 | $6.5M | 4.2M | 1.57 | |
| Pegasystems (PEGA) | 0.6 | $5.1M | 120k | 42.56 | |
| Maxcyte (MXCT) | 0.1 | $1.2M | 1.7M | 0.70 |
