Cadian Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Cadian Capital Management, Lp disclosed 28 stock positions valued at approximately $1.32B as of quarter-end June 30, 2026. The largest holdings include IQVIA HLDGS INC, GUARDANT HEALTH INC, and FLYWIRE CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $1.32B
Holdings by Sector
Cadian Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC | IQV | Healthcare | 11.93% | 815,752 | +2,600 | +0.32% | $157,619,601 |
| GUARDANT HEALTH INC | GH | Healthcare | 8.60% | 757,393 | -22,255 | -2.85% | $113,631,672 |
| FLYWIRE CORPORATION | FLYW | Technology | 7.64% | 5,744,166 | -873,953 | -13.21% | $100,924,997 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 6.32% | 1,600,340 | +1,245,340 | +350.80% | $83,489,738 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 6.05% | 174,000 | +174,000 | +100.00% | $79,888,620 |
| MONDAY COM LTD | MNDY | Other | 5.17% | 944,029 | +404,419 | +74.95% | $68,338,259 |
| VARONIS SYS INC | VRNS | Technology | 5.04% | 1,585,693 | -696,888 | -30.53% | $66,535,678 |
| DANAHER CORP DEL | DHR | Healthcare | 4.70% | 326,063 | +326,063 | +100.00% | $62,108,480 |
| EVOLENT HEALTH INC | EVH | Healthcare | 4.44% | 10,814,473 | - | - | $58,614,444 |
| HEALTHEQUITY INC | HQY | Healthcare | 4.28% | 626,700 | -206,000 | -24.74% | $56,603,544 |
| INTAPP INC | INTA | Technology | 4.16% | 2,180,252 | +931,880 | +74.65% | $54,964,153 |
| SI BONE INC | SIBN | Healthcare | 4.13% | 3,347,574 | +1,460,102 | +77.36% | $54,632,408 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 3.57% | 1,105,132 | +935,132 | +550.08% | $47,167,034 |
| TACTILE SYS TECHNOLOGY INC | TCMD | Healthcare | 3.55% | 1,576,940 | +535,868 | +51.47% | $46,961,273 |
| CRYOPORT INC | CYRX | Industrials | 3.47% | 2,920,681 | -1,855,662 | -38.85% | $45,854,692 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.24% | 179,700 | +179,700 | +100.00% | $42,829,698 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 2.60% | 845,000 | +515,000 | +156.06% | $34,323,900 |
| NUTANIX INC | NTNX | Technology | 2.31% | 599,504 | -250,496 | -29.47% | $30,550,724 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 2.03% | 1,476,832 | +141,832 | +10.62% | $26,760,196 |
| VERISIGN INC | VRSN | Technology | 1.50% | 79,000 | +34,000 | +75.56% | $19,873,240 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.30% | 35,900 | -11,800 | -24.74% | $17,144,763 |
| EQUINIX INC | EQIX | Real Estate | 1.07% | 13,600 | +13,600 | +100.00% | $14,176,504 |
| OMNIAB INC | OABI | Healthcare | 0.78% | 4,211,821 | +54,692 | +1.32% | $10,361,080 |
| META PLATFORMS INC | META | Communication Services | 0.62% | 14,500 | +800 | +5.84% | $8,167,705 |
| WORKIVA INC | WK | Technology | 0.53% | 144,200 | +144,200 | +100.00% | $6,995,142 |
| SOTERA HEALTH CO | SHC | Healthcare | 0.47% | 350,000 | +350,000 | +100.00% | $6,212,500 |
| MEDLINE INC | MDLN | Other | 0.30% | 100,000 | +100,000 | +100.00% | $3,944,000 |
| MAXCYTE INC | MXCT | Healthcare | 0.20% | 2,201,166 | +478,224 | +27.76% | $2,707,434 |
Showing 28 of 28 holdings in the latest reporting period.