Cadian Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cadian Capital Management, LP

CIK Number: 0001423686

1.79B
Market Value
24
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GLBE Global-e Online...
36.57
+4.94% 5.52M +126.68% 185.05M 34.58 10.36% Share
2 GH Guardant Health...
61.46
-1.9% 3.18M -30.81% 165.45M 22.1 9.27% Share
3 CRTO Criteo S.A.
21.31
-3.92% 5M +12.37% 119.87M 32.72 6.71% Share
4 EVH Evolent Health,...
7.89
-1.68% 10.42M -3.43% 117.38M 10.33 6.57% Share
5 PCOR Procore Technol...
71.73
+1.20% 1.7M -13.69% 116.55M 64.9 6.53% Share
6 FLYW Flywire Corpora...
13.59
+0.89% 9.76M +38.79% 114.15M 10.11 6.39% Share
7 CFLT Confluent, Inc.
20.52
+4.06% 4.35M +90.70% 108.48M 23.55 6.08% Share
8 IQV IQVIA Holdings ...
204.48
+0.34% 652.3K +23.78% 102.8M 185.1 5.76% Share
9 SPT Sprout Social, ...
12.56
+0.72% 4.77M -5.72% 99.77M 33.24 5.59% Share
10 NTNX Nutanix, Inc.
76.91
+1.83% 1.2M -30.47% 91.78M 62.05 5.14% Share
11 ROKU Roku, Inc.
103.84
+0.26% 955.88K -54.19% 84.01M 72.64 4.71% Share
12 BRZE Braze, Inc.
27.74
-1.07% 2.65M -41.81% 74.51M 39.43 4.17% Share
13 SDGR Schrödinger, In...
21.45
+1.13% 3.05M +175.65% 61.28M 19.98 3.43% Share
14 ACVA ACV Auctions In...
10.11
+0.40% 3.4M -7.52% 55.17M 14.09 3.09% Share
15 KAR OPENLANE, Inc.
28.61
+0.02% 2.11M -10.87% 51.48M 17.03 2.88% Share
16 ESTC Elastic N.V.
87.52
+1.04% 583.46K -77.12% 49.2M 90.66 2.76% Share
17 OMCL Omnicell, Inc.
29.98
+0.07% 1.66M +100.00% 48.89M 29.4 2.74% Share
18 CYRX Cryoport, Inc.
9.36
-1.47% 4.97M -0.26% 37.07M 15.33 2.08% Share
19 HUBS HubSpot, Inc.
445.40
+1.17% 43.2K -25.03% 24.05M 571.29 1.35% Share
20 TCMD Tactile Systems...
13.97
+1.01% 2.31M +8.15% 23.42M 13.69 1.31% Share
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