Cadian Capital Management, Lp Portfolio Stock Holdings
Cadian Capital Management, Lp disclosed 23 stock positions valued at approximately $821.2 million in its latest SEC 13F filing. The largest holdings include IQVIA HLDGS INC, DRAFTKINGS INC NEW, and FLYWIRE CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 23
- Portfolio Value
- $821.2M
Holdings by Sector
Cadian Capital Management, Lp Portfolio Holdings in Q1 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC | IQV | Healthcare | 16.89% | 813,152 | +263,483 | +47.93% | $138,674,942 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 9.64% | 3,662,983 | -1,861,238 | -33.69% | $79,193,692 |
| FLYWIRE CORPORATION | FLYW | Technology | 9.38% | 6,618,119 | -1,309,040 | -16.51% | $77,034,905 |
| GUARDANT HEALTH INC | GH | Healthcare | 8.77% | 779,648 | -142,980 | -15.50% | $72,016,086 |
| HEALTHEQUITY INC | HQY | Healthcare | 8.47% | 832,700 | +266,000 | +46.94% | $69,588,739 |
| PALO ALTO NETWORKS INC | PANW | Technology | 5.36% | 274,500 | +274,500 | +100.00% | $44,007,840 |
| CRYOPORT INC | CYRX | Industrials | 4.82% | 4,776,343 | -186,209 | -3.75% | $39,548,120 |
| MONDAY COM LTD | MNDY | Other | 4.54% | 539,610 | +101,120 | +23.06% | $37,292,447 |
| NUTANIX INC | NTNX | Technology | 3.93% | 850,000 | -527,589 | -38.30% | $32,308,500 |
| INTAPP INC | INTA | Technology | 3.91% | 1,248,372 | +1,063,372 | +574.80% | $32,070,677 |
| TACTILE SYS TECHNOLOGY INC | TCMD | Healthcare | 3.31% | 1,041,072 | -43,022 | -3.97% | $27,203,211 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 3.22% | 355,000 | +355,000 | +100.00% | $26,404,900 |
| EVOLENT HEALTH INC | EVH | Healthcare | 3.00% | 10,814,473 | -270,982 | -2.44% | $24,656,998 |
| SI BONE INC | SIBN | Healthcare | 2.90% | 1,887,472 | +716,372 | +61.17% | $23,838,771 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 2.55% | 1,335,000 | +166,000 | +14.20% | $20,919,450 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 2.29% | 330,000 | -726,032 | -68.75% | $18,810,000 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.96% | 47,700 | -9,300 | -16.32% | $16,120,215 |
| VERISIGN INC | VRSN | Technology | 1.36% | 45,000 | +45,000 | +100.00% | $11,176,200 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.30% | 170,000 | +170,000 | +100.00% | $10,667,500 |
| OMNIAB INC | OABI | Healthcare | 0.79% | 4,157,129 | -277,825 | -6.26% | $6,526,693 |
| PEGASYSTEMS INC | PEGA | Technology | 0.62% | 119,683 | +119,683 | +100.00% | $5,093,708 |
| MAXCYTE INC | MXCT | Healthcare | 0.15% | 1,722,942 | -1,960,110 | -53.22% | $1,210,367 |