# CADIAN CAPITAL MANAGEMENT, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1423686. Source: https://holderbook.com/funds/1423686-cadian-capital-management-lp/

- Reported value: $1.3B
- Positions: 28
- Weight of the ten largest: 64.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $157.6M | 815,752 | 11.9% | 7 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $113.6M | 757,393 | 8.6% | 11 |
| FLYWIRE CORPORATION | [FLYW](https://holderbook.com/stocks/FLYW/) | $100.9M | 5,744,166 | 7.6% | 6 |
| PLANET FITNESS MASTER ISSUER | [PLNT](https://holderbook.com/stocks/PLNT/) | $83.5M | 1,600,340 | 6.3% | 2 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $79.9M | 174,000 | 6.0% | 1 |
| MONDAY COM LTD | [MNDY](https://holderbook.com/stocks/MNDY/) | $68.3M | 944,029 | 5.2% | 4 |
| VARONIS SYS INC | [VRNS](https://holderbook.com/stocks/VRNS/) | $66.5M | 1,585,693 | 5.0% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $62.1M | 326,063 | 4.7% | 1 |
| EVOLENT HEALTH INC | [EVH](https://holderbook.com/stocks/EVH/) | $58.6M | 10,814,473 | 4.4% | 7 |
| HEALTHEQUITY INC | [HQY](https://holderbook.com/stocks/HQY/) | $56.6M | 626,700 | 4.3% | 3 |
| INTAPP INC | [INTA](https://holderbook.com/stocks/INTA/) | $55.0M | 2,180,252 | 4.2% | 3 |
| SI-BONE INC | [SIBN](https://holderbook.com/stocks/SIBN/) | $54.6M | 3,347,574 | 4.1% | 4 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $47.2M | 1,105,132 | 3.6% | 2 |
| TACTILE SYS TECHNOLOGY INC | [TCMD](https://holderbook.com/stocks/TCMD/) | $47.0M | 1,576,940 | 3.6% | 11 |
| CRYOPORT INC | [CYRX](https://holderbook.com/stocks/CYRX/) | $45.9M | 2,920,681 | 3.5% | 14 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $42.8M | 179,700 | 3.2% | 1 |
| PROCORE TECHNOLOGIES INC | [PCOR](https://holderbook.com/stocks/PCOR/) | $34.3M | 845,000 | 2.6% | 17 |
| NUTANIX INC | [NTNX](https://holderbook.com/stocks/NTNX/) | $30.6M | 599,504 | 2.3% | 10 |
| ALKAMI TECHNOLOGY INC | [ALKT](https://holderbook.com/stocks/ALKT/) | $26.8M | 1,476,832 | 2.0% | 3 |
| VERISIGN INC | [VRSN](https://holderbook.com/stocks/VRSN/) | $19.9M | 79,000 | 1.5% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $17.1M | 35,900 | 1.3% | 3 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $14.2M | 13,600 | 1.1% | 1 |
| OMNIAB INC | [OABI](https://holderbook.com/stocks/OABI/) | $10.4M | 4,211,821 | 0.8% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.2M | 14,500 | 0.6% | 1 |
| WORKIVA INC | [WK](https://holderbook.com/stocks/WK/) | $7.0M | 144,200 | 0.5% | 1 |
| SOTERA HEALTH CO | [SHC](https://holderbook.com/stocks/SHC/) | $6.2M | 350,000 | 0.5% | 1 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $3.9M | 100,000 | 0.3% | 1 |
| MAXCYTE INC | [MXCT](https://holderbook.com/stocks/MXCT/) | $2.7M | 2,201,166 | 0.2% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +31.8% | +14.8% | +16.9% | 100% |
| Q1 2026 | -24.9% | -4.6% | -20.3% | 97% |
| Q4 2025 | +6.4% | +2.4% | +4.0% | 100% |
| Q3 2025 | +0.4% | +7.8% | -7.4% | 100% |
| Q2 2025 | +3.4% | +10.5% | -7.0% | 99% |
| Q1 2025 | -6.5% | -4.6% | -2.0% | 100% |
| Q4 2024 | +25.1% | +2.1% | +22.9% | 100% |
| Q3 2024 | +2.2% | +5.4% | -3.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 28 |
| Q1 2026 | $821.2M | 23 |
| Q4 2025 | $1.4B | 26 |
| Q3 2025 | $1.7B | 26 |
| Q2 2025 | $1.8B | 24 |
| Q1 2025 | $2.3B | 30 |
| Q4 2024 | $1.7B | 26 |
| Q3 2024 | $2.0B | 27 |
| Q2 2024 | $2.0B | 29 |
| Q1 2024 | $2.8B | 36 |
| Q4 2023 | $2.5B | 31 |
| Q3 2023 | $2.5B | 32 |