Institutions / Cadian Capital Management, LP
Cadian Capital Management, LP
CIK 1423686 · Institution · as of Dec 31, 2025
Portfolio value
$1.38B
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| DraftKings Inc. | $190.36M | 13.7% |
| Global E Online Ltd | $172.40M | 12.5% |
| Iqvia Holdings Inc. | $123.90M | 8.9% |
| Flywire Corp | $112.25M | 8.1% |
| Guardant Health, Inc. | $94.24M | 6.8% |
| Procore Technologies, Inc. | $76.82M | 5.5% |
| Varonis Systems Inc | $74.87M | 5.4% |
| Nutanix, Inc. | $71.21M | 5.1% |
| Monday.Com Ltd | $64.70M | 4.7% |
| Healthequity, Inc. | $51.92M | 3.7% |
| Omnicell, Inc. | $51.76M | 3.7% |
| Cryoport, Inc. | $47.64M | 3.4% |
| Evolent Health, Inc. | $44.34M | 3.2% |
| Confluent, Inc. | $38.49M | 2.8% |
| OPENLANE Inc | $38.10M | 2.8% |
| Tactile Systems Technology Inc | $31.44M | 2.3% |
| Alkami Technology, Inc. | $26.97M | 1.9% |
| SI-BONE, Inc. | $23.09M | 1.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $17.32M | 1.3% |
| Meta Platforms Inc | $9.04M | 0.7% |
| Intapp, Inc. | $8.48M | 0.6% |
| OmniAb, Inc.OABI | $8.20M | 0.6% |
| Maxcyte, Inc. | $5.71M | 0.4% |
| Unity Software Inc. | $574.2K | 0.0% |
| Hims & Hers Health, Inc. | $410.3K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.