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Cadian Capital Management, LP

CIK 1423686 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Cadian Capital Management, LP reported 28 US-listed holdings worth $1.32 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: IQVIA Holdings Inc. (11.9%), Guardant Health Inc. (8.6%) and Flywire Corporation (7.6%). Against the quarter before, it opened 9 positions, added to 12, trimmed 6 and sold out of 4.

Reported holdings$1.32B+60.9% on Q1 2026
Positions28+5 on Q1 2026
The largest ten64.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
IQV11.9%GH8.6%FLYW7.6%PLNT6.3%SPOT6.0%MNDY5.2%VRNS5.0%DHR4.7%EVH4.4%HQY4.3%INTA4.2%SIBN4.1%BSX3.6%TCMD3.6%14 more20.4%

The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.95 billion in 27 positions$1.95BQ3 24Q4 2024: $1.74 billion in 26 positions$1.74BQ4 24Q1 2025: $2.34 billion in 30 positions$2.34BQ1 25Q2 2025: $1.79 billion in 24 positions$1.79BQ2 25Q3 2025: $1.68 billion in 26 positions$1.68BQ3 25Q4 2025: $1.38 billion in 26 positions$1.38BQ4 25Q1 2026: $821.2 million in 23 positions$821MQ1 26Q2 2026: $1.32 billion in 28 positions$1.32BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 9Added 12Held 1Trimmed 6Sold out 4
Opened: 9Added: 12Held: 1Trimmed: 6Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 9

  1. Spotify Technology S.A. SPOT$79.9 million
  2. Varonis Sys Inc. VRNS$66.5 million
  3. Danaher Corp. DHR$62.1 million
  4. Amazon.com Inc. AMZN$42.8 million
  5. Equinix Inc. EQIX$14.2 million
  6. Meta Platforms, Inc. META$8.2 million
  7. Workiva Inc. WK$7.0 million
  8. Sotera Health Co. SHC$6.2 million

and 1 more in the table below

Added to 12

  1. Planet Fitness, Inc. PLNT+1.2 million shares · +351%
  2. Boston Scientific Corp. BSX+935,132 shares · +550%
  3. monday.com Ltd. MNDY+404,419 shares · +75%
  4. Si-Bone Inc. SIBN+1.5 million shares · +77%
  5. Intapp Inc. INTA+931,880 shares · +75%
  6. Procore Technologies Inc. PCOR+515,000 shares · +156%
  7. Tactile Sys Technology Inc. TCMD+535,868 shares · +51%
  8. Verisign Inc. VRSN+34,000 shares · +76%

and 4 more in the table below

Trimmed 6

  1. Cryoport Inc. CYRX-1.9 million shares · -39%
  2. Healthequity, Inc. HQY-206,000 shares · -25%
  3. Flywire Corporation FLYW-873,953 shares · -13%
  4. Nutanix, Inc. NTNX-250,496 shares · -29%
  5. Taiwan Semiconductor Manufacturing Company Limited TSM-11,800 shares · -25%
  6. Guardant Health Inc. GH-22,255 shares · -3%

Sold out of 4

  1. Draftkings Inc. New DKNG$79.2 million last quarter
  2. Palo Alto Networks Inc. PANW$44.0 million last quarter
  3. Global E Online Ltd GLBE$6.8 million last quarter
  4. Pegasystems Inc. PEGA$5.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
IQVIA Holdings Inc. IQV815,752$157.6 million11.93%+2,600
Guardant Health Inc. GH757,393$113.6 million8.60%-22,255
Flywire Corporation FLYW5,744,166$100.9 million7.64%-873,953
Planet Fitness, Inc. PLNT1,600,340$83.5 million6.32%+1,245,340
Spotify Technology S.A. SPOT174,000$79.9 million6.05%new
monday.com Ltd. MNDY944,029$68.3 million5.17%+404,419
Varonis Sys Inc. VRNS1,585,693$66.5 million5.04%new
Danaher Corp. DHR326,063$62.1 million4.70%new
Evolent Health Inc. EVH10,814,473$58.6 million4.44%no change
Healthequity, Inc. HQY626,700$56.6 million4.28%-206,000
Intapp Inc. INTA2,180,252$55.0 million4.16%+931,880
Si-Bone Inc. SIBN3,347,574$54.6 million4.13%+1,460,102
Boston Scientific Corp. BSX1,105,132$47.2 million3.57%+935,132
Tactile Sys Technology Inc. TCMD1,576,940$47.0 million3.55%+535,868
Cryoport Inc. CYRX2,920,681$45.9 million3.47%-1,855,662
Amazon.com Inc. AMZN179,700$42.8 million3.24%new
Procore Technologies Inc. PCOR845,000$34.3 million2.60%+515,000
Nutanix, Inc. NTNX599,504$30.6 million2.31%-250,496
Alkami Technology Inc. ALKT1,476,832$26.8 million2.03%+141,832
Verisign Inc. VRSN79,000$19.9 million1.50%+34,000
Taiwan Semiconductor Manufacturing Company Limited TSM35,900$17.1 million1.30%-11,800
Equinix Inc. EQIX13,600$14.2 million1.07%new
Omniab, Inc. OABI4,211,821$10.4 million0.78%+54,692
Meta Platforms, Inc. META14,500$8.2 million0.62%new
Workiva Inc. WK144,200$7.0 million0.53%new
Sotera Health Co. SHC350,000$6.2 million0.47%new
Medline Inc. MDLN100,000$3.9 million0.30%new
Maxcyte Inc. MXCT2,201,166$2.7 million0.20%+478,224
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.