CADIAN CAPITAL MANAGEMENT, LP
28 holdingsFiling period: 2026-06-30Current AUM: $1.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | 815.8K | $157.6M | $220.0M | 15.01% | +2.6K | 2026-06-30 |
| 2 | GH | GUARDANT HEALTH INC | 757.4K | $113.6M | $133.0M | 9.07% | -22,255 | 2026-06-30 |
| 3 | FLYW | FLYWIRE CORPORATION | 5.74M | $100.9M | $102.0M | 6.95% | -873,953 | 2026-06-30 |
| 4 | PLNT | PLANET FITNESS MASTER ISSUER | 1.60M | $83.5M | $81.3M | 5.55% | +1.25M | 2026-06-30 |
| 5 | — | SPOTIFY TECHNOLOGY S A | 174.0K | $79.9M | $79.9M | 5.45% | -- | 2026-06-30 |
| 6 | — | MONDAY COM LTD | 944.0K | $68.3M | $68.3M | 4.66% | +404.4K | 2026-06-30 |
| 7 | VRNS | VARONIS SYS INC | 1.59M | $66.5M | $75.3M | 5.13% | -- | 2026-06-30 |
| 8 | DHR | DANAHER CORP DEL | 326.1K | $62.1M | $68.3M | 4.66% | -- | 2026-06-30 |
| 9 | EVH | EVOLENT HEALTH INC | 10.81M | $58.6M | $40.4M | 2.76% | -- | 2026-06-30 |
| 10 | HQY | HEALTHEQUITY INC | 626.7K | $56.6M | $60.5M | 4.13% | -206,000 | 2026-06-30 |
| 11 | INTA | INTAPP INC | 2.18M | $55.0M | $81.7M | 5.58% | +931.9K | 2026-06-30 |
| 12 | SIBN | SI BONE INC | 3.35M | $54.6M | $62.1M | 4.24% | +1.46M | 2026-06-30 |
| 13 | BSX | BOSTON SCIENTIFIC CORP | 1.11M | $47.2M | $48.5M | 3.31% | +935.1K | 2026-06-30 |
| 14 | TCMD | TACTILE SYS TECHNOLOGY INC | 1.58M | $47.0M | $35.5M | 2.42% | +535.9K | 2026-06-30 |
| 15 | CYRX | CRYOPORT INC | 2.92M | $45.9M | $47.6M | 3.25% | -1,855,662 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 179.7K | $42.8M | $44.6M | 3.05% | -- | 2026-06-30 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | 845.0K | $34.3M | $44.4M | 3.03% | +515.0K | 2026-06-30 |
| 18 | NTNX | NUTANIX INC | 599.5K | $30.6M | $40.8M | 2.78% | -250,496 | 2026-06-30 |
| 19 | ALKT | ALKAMI TECHNOLOGY INC | 1.48M | $26.8M | $28.4M | 1.94% | +141.8K | 2026-06-30 |
| 20 | VRSN | VERISIGN INC | 79.0K | $19.9M | $23.5M | 1.60% | +34.0K | 2026-06-30 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 35.9K | $17.1M | $14.9M | 1.01% | -11,800 | 2026-06-30 |
| 22 | EQIX | EQUINIX INC | 13.6K | $14.2M | $13.7M | 0.93% | -- | 2026-06-30 |
| 23 | OABI | OMNIAB INC | 4.21M | $10.4M | $18.3M | 1.25% | +54.7K | 2026-06-30 |
| 24 | META | META PLATFORMS INC | 14.5K | $8.2M | $9.7M | 0.66% | -- | 2026-06-30 |
| 25 | WK | WORKIVA INC | 144.2K | $7.0M | $10.8M | 0.74% | -- | 2026-06-30 |
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