← Back to Discover
CADIAN CAPITAL MANAGEMENT, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,321,381,479
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- IQVIA HLDGS INC · COM · 46266C105 · shares: $157,619,601
- GUARDANT HEALTH INC · COM · 40131M109 · shares: $113,631,672
- FLYWIRE CORPORATION · COM VTG · 302492103 · shares: $100,924,997
- PLANET FITNESS MASTER ISSUER · CL A · 72703H101 · shares: $83,489,738
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $79,888,620
- MONDAY COM LTD · SHS · M7S64H106 · shares: $68,338,259
- VARONIS SYS INC · COM · 922280102 · shares: $66,535,678
- DANAHER CORP DEL · COM · 235851102 · shares: $62,108,480
- EVOLENT HEALTH INC · CL A · 30050B101 · shares: $58,614,444
- HEALTHEQUITY INC · COM · 42226A107 · shares: $56,603,544
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| IQVIA HLDGS INC | COM | 46266C105 | — | 815,752 shares | $157,619,601 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 757,393 shares | $113,631,672 |
| FLYWIRE CORPORATION | COM VTG | 302492103 | — | 5,744,166 shares | $100,924,997 |
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | — | 1,600,340 shares | $83,489,738 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 174,000 shares | $79,888,620 |
| MONDAY COM LTD | SHS | M7S64H106 | — | 944,029 shares | $68,338,259 |
| VARONIS SYS INC | COM | 922280102 | — | 1,585,693 shares | $66,535,678 |
| DANAHER CORP DEL | COM | 235851102 | — | 326,063 shares | $62,108,480 |
| EVOLENT HEALTH INC | CL A | 30050B101 | — | 10,814,473 shares | $58,614,444 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 626,700 shares | $56,603,544 |
| INTAPP INC | COM | 45827U109 | — | 2,180,252 shares | $54,964,153 |
| SI BONE INC | COM | 825704109 | — | 3,347,574 shares | $54,632,408 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 1,105,132 shares | $47,167,034 |
| TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | — | 1,576,940 shares | $46,961,273 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 | — | 2,920,681 shares | $45,854,692 |
| AMAZON COM INC | COM | 023135106 | — | 179,700 shares | $42,829,698 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 845,000 shares | $34,323,900 |
| NUTANIX INC | CL A | 67059N108 | — | 599,504 shares | $30,550,724 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 | — | 1,476,832 shares | $26,760,196 |
| VERISIGN INC | COM | 92343E102 | — | 79,000 shares | $19,873,240 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 35,900 shares | $17,144,763 |
| EQUINIX INC | COM | 29444U700 | — | 13,600 shares | $14,176,504 |
| OMNIAB INC | COM | 68218J103 | — | 4,211,821 shares | $10,361,080 |
| META PLATFORMS INC | CL A | 30303M102 | — | 14,500 shares | $8,167,705 |
| WORKIVA INC | COM CL A | 98139A105 | — | 144,200 shares | $6,995,142 |
| SOTERA HEALTH CO | COM | 83601L102 | — | 350,000 shares | $6,212,500 |
| MEDLINE INC | COM CL A | 58507V107 | — | 100,000 shares | $3,944,000 |
| MAXCYTE INC | COM | 57777K106 | — | 2,201,166 shares | $2,707,434 |