Cadian Capital Management, LP
CIK Number: 0001423686
2.34B
Market Value
25
# of Holdings
5 months
Avg. Holding Period
59.38%
Win Rate
33.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ESTC | Elastic N.V. | 79.31 | -4.73% | 1.9M | -24.95% | 188.02M | 91.2 | 10.83% |
| 2 | GH | Guardant Health... | 49.26 | +0.49% | 5.22M | -24.66% | 159.52M | 22.1 | 9.19% |
| 3 | BRZE | Braze, Inc. | 27.31 | -4.11% | 3.67M | -18.31% | 153.85M | 40.23 | 8.86% |
| 4 | SPT | Sprout Social, ... | 20.32 | -2.26% | 4.55M | +6.14% | 139.68M | 34.51 | 8.04% |
| 5 | RELY | Remitly Global,... | 19.37 | -2.76% | 5.51M | -56.28% | 124.36M | 16.7 | 7.16% |
| 6 | CRTO | Criteo S.A. | 24.15 | -5.74% | 2.58M | +38.16% | 102.24M | 32.64 | 5.89% |
| 7 | NTNX | Nutanix, Inc. | 72.08 | -2.07% | 1.46M | +68.51% | 89.07M | 60.6 | 5.13% |
| 8 | ROKU | Roku, Inc. | 74.41 | -3.06% | 1.18M | +100.00% | 87.63M | 74.34 | 5.05% |
| 9 | IQV | IQVIA Holdings ... | 156.81 | -1.45% | 400K | +100.00% | 78.6M | 196.51 | 4.53% |
| 10 | PCOR | Procore Technol... | 64.11 | -1.85% | 967.63K | -65.71% | 72.5M | 63.74 | 4.17% |
| 11 | PLNT | Planet Fitness,... | 102.58 | -1.44% | 641.98K | -56.29% | 63.47M | 58.43 | 3.65% |
| 12 | USFD | US Foods Holdin... | 75.47 | -1.56% | 879.5K | -23.69% | 59.33M | 52.38 | 3.42% |
| 13 | EVH | Evolent Health,... | 8.27 | -2.13% | 5.23M | +100.00% | 58.78M | 11.25 | 3.38% |
| 14 | BBWI | Bath & Body Wor... | 25.20 | -3.5% | 1.01M | -55.01% | 39.17M | 37.79 | 2.26% |
| 15 | MXCT | MaxCyte, Inc. | 2.19 | -3.3% | 9.34M | +14.11% | 38.87M | 4.44 | 2.24% |
| 16 | CYRX | Cryoport, Inc. | 6.68 | -3.19% | 4.93M | +14.10% | 38.33M | 15.43 | 2.21% |
| 17 | KAR | OPENLANE, Inc. | 22.89 | -2.37% | 1.9M | -22.24% | 37.74M | 16.48 | 2.17% |
| 18 | MNDY | monday.com Ltd. | 279.70 | -6.44% | 150K | +100.00% | 35.32M | 235.44 | 2.03% |
| 19 | LAD | Lithia Motors, ... | 323.62 | -1.65% | 87.14K | -22.24% | 31.15M | 329.28 | 1.79% |
| 20 | TCMD | Tactile Systems... | 9.86 | -0.95% | 1.74M | -10.09% | 29.8M | 14.16 | 1.72% |
| 21 | GPI | Group 1 Automot... | 424.39 | -2.15% | 62.54K | -22.24% | 26.36M | 296.99 | 1.52% |
| 22 | CFLT | Confluent, Inc. | 23.66 | -3.09% | 845.86K | -66.58% | 23.65M | 20.38 | 1.36% |
| 23 | GLBE | Global-e Online... | 31.96 | -3.91% | 420K | -87.44% | 22.9M | 37.05 | 1.32% |
| 24 | TTAN | ServiceTitan, I... | 100.03 | -2.76% | 125K | +100.00% | 12.86M | 102.87 | 0.74% |
| 25 | BIGC | BigCommerce Hol... | 4.78 | -4.12% | 1.47M | -60.86% | 8.98M | 9.91 | 0.52% |