Cadian Capital Management as of June 30, 2026
Portfolio Holdings for Cadian Capital Management
Cadian Capital Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iqvia Holdings (IQV) | 11.9 | $158M | 816k | 193.22 | |
| Guardant Health (GH) | 8.6 | $114M | 757k | 150.03 | |
| Flywire Corporation Com Vtg (FLYW) | 7.6 | $101M | 5.7M | 17.57 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 6.3 | $84M | 1.6M | 52.17 | |
| Spotify Technology S A SHS (SPOT) | 6.0 | $80M | 174k | 459.13 | |
| Monday SHS (MNDY) | 5.2 | $68M | 944k | 72.39 | |
| Varonis Sys (VRNS) | 5.0 | $67M | 1.6M | 41.96 | |
| Danaher Corporation (DHR) | 4.7 | $62M | 326k | 190.48 | |
| Evolent Health Cl A (EVH) | 4.4 | $59M | 11M | 5.42 | |
| Healthequity (HQY) | 4.3 | $57M | 627k | 90.32 | |
| Intapp (INTA) | 4.2 | $55M | 2.2M | 25.21 | |
| Si-bone (SIBN) | 4.1 | $55M | 3.3M | 16.32 | |
| Boston Scientific Corporation (BSX) | 3.6 | $47M | 1.1M | 42.68 | |
| Tactile Systems Technology, In (TCMD) | 3.6 | $47M | 1.6M | 29.78 | |
| Cryoport Com Par $0.001 (CYRX) | 3.5 | $46M | 2.9M | 15.70 | |
| Amazon (AMZN) | 3.2 | $43M | 180k | 238.34 | |
| Procore Technologies (PCOR) | 2.6 | $34M | 845k | 40.62 | |
| Nutanix Cl A (NTNX) | 2.3 | $31M | 600k | 50.96 | |
| Alkami Technology (ALKT) | 2.0 | $27M | 1.5M | 18.12 | |
| Verisign (VRSN) | 1.5 | $20M | 79k | 251.56 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.3 | $17M | 36k | 477.57 | |
| Equinix (EQIX) | 1.1 | $14M | 14k | 1042.39 | |
| Omniab (OABI) | 0.8 | $10M | 4.2M | 2.46 | |
| Meta Platforms Cl A (META) | 0.6 | $8.2M | 15k | 563.29 | |
| Workiva Com Cl A (WK) | 0.5 | $7.0M | 144k | 48.51 | |
| Sotera Health (SHC) | 0.5 | $6.2M | 350k | 17.75 | |
| Medline Com Cl A (MDLN) | 0.3 | $3.9M | 100k | 39.44 | |
| Maxcyte (MXCT) | 0.2 | $2.7M | 2.2M | 1.23 |
