Cadian Capital Management, LP
28 holdingsFiling period: 2026-06-30Current AUM: $1.55Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IQV | Iqvia Hldgs Inc | 815.8K | $157.6M | $223.2M | 14.41% | +2.6K | 2026-06-30 |
| 2 | GH | Guardant Health Inc | 757.4K | $113.6M | $131.2M | 8.47% | -22,255 | 2026-06-30 |
| 3 | FLYW | Flywire Corporation | 5.74M | $100.9M | $110.0M | 7.10% | -873,953 | 2026-06-30 |
| 4 | PLNT | Planet Fitness Master Issuer | 1.60M | $83.5M | $83.9M | 5.42% | +1.25M | 2026-06-30 |
| 5 | — | Spotify Technology S A | 174.0K | $79.9M | $79.9M | 5.16% | -- | 2026-06-30 |
| 6 | — | Monday.com Ltd | 944.0K | $68.3M | $68.3M | 4.41% | +404.4K | 2026-06-30 |
| 7 | VRNS | Varonis Sys Inc | 1.59M | $66.5M | $77.9M | 5.03% | -- | 2026-06-30 |
| 8 | DHR | Danaher Corp Del | 326.1K | $62.1M | $76.0M | 4.90% | -- | 2026-06-30 |
| 9 | EVH | Evolent Health Inc | 10.81M | $58.6M | $49.0M | 3.16% | -- | 2026-06-30 |
| 10 | HQY | Healthequity Inc | 626.7K | $56.6M | $65.0M | 4.20% | -206,000 | 2026-06-30 |
| 11 | INTA | Intapp Inc | 2.18M | $55.0M | $102.8M | 6.63% | +931.9K | 2026-06-30 |
| 12 | SIBN | SI Bone Inc | 3.35M | $54.6M | $71.3M | 4.60% | +1.46M | 2026-06-30 |
| 13 | BSX | Boston Scientific Corp | 1.11M | $47.2M | $50.4M | 3.25% | +935.1K | 2026-06-30 |
| 14 | TCMD | Tactile Sys Technology Inc | 1.58M | $47.0M | $36.9M | 2.38% | +535.9K | 2026-06-30 |
| 15 | CYRX | Cryoport Inc | 2.92M | $45.9M | $52.0M | 3.35% | -1,855,662 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 179.7K | $42.8M | $44.8M | 2.89% | -- | 2026-06-30 |
| 17 | PCOR | Procore Technologies Inc | 845.0K | $34.3M | $53.0M | 3.42% | +515.0K | 2026-06-30 |
| 18 | NTNX | Nutanix Inc | 599.5K | $30.6M | $43.6M | 2.81% | -250,496 | 2026-06-30 |
| 19 | ALKT | Alkami Technology Inc | 1.48M | $26.8M | $23.2M | 1.50% | +141.8K | 2026-06-30 |
| 20 | VRSN | Verisign Inc | 79.0K | $19.9M | $24.4M | 1.57% | +34.0K | 2026-06-30 |
| 21 | TSM | Taiwan Semiconductor Manufac | 35.9K | $17.1M | $15.2M | 0.98% | -11,800 | 2026-06-30 |
| 22 | EQIX | Equinix Inc | 13.6K | $14.2M | $13.2M | 0.85% | -- | 2026-06-30 |
| 23 | OABI | Omniab Inc | 4.21M | $10.4M | $19.4M | 1.25% | +54.7K | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 14.5K | $8.2M | $9.1M | 0.59% | -- | 2026-06-30 |
| 25 | WK | Workiva Inc | 144.2K | $7.0M | $12.5M | 0.81% | -- | 2026-06-30 |
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