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

Cadian Capital Management, LP

CIK Number: 0001423686

1.79B
Market Value
30
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ESTC Elastic N.V.
86.72
+2.37% 2.55M +34.36% 227.17M 90.66 9.72% Share
2 GH Guardant Health...
60.13
-2% 4.6M -12% 195.75M 22.1 8.38% Share
3 BRZE Braze, Inc.
31.42
+13.59% 4.56M +24.04% 164.4M 39.43 7.03% Share
4 CRTO Criteo S.A.
23.33
-0.3% 4.45M +72.28% 157.65M 33.8 6.75% Share
5 ROKU Roku, Inc.
95.24
-1.97% 2.09M +77.03% 146.99M 72.64 6.29% Share
6 PCOR Procore Technol...
70.14
+1.40% 1.97M +103.98% 130.31M 64.9 5.58% Share
7 NTNX Nutanix, Inc.
69.92
+1.82% 1.73M +18.62% 120.55M 62.05 5.16% Share
8 SPT Sprout Social, ...
15.15
+1.95% 5.06M +11.28% 111.29M 33.24 4.76% Share
9 EVH Evolent Health,...
9.62
+1.37% 10.79M +106.60% 102.22M 10.33 4.37% Share
10 IQV IQVIA Holdings ...
187.76
+2.00% 527K +31.75% 92.91M 191.64 3.98% Share
11 PLNT Planet Fitness,...
104.54
+1.53% 932.97K +45.33% 90.13M 70.34 3.86% Share
12 GLBE Global-e Online...
35.78
+2.05% 2.43M +479.52% 86.77M 35.89 3.71% Share
13 BBWI Bath & Body Wor...
29.45
-7.61% 2.63M +159.86% 79.6M 33.2 3.41% Share
14 MNDY monday.com Ltd.
185.73
+1.81% 283.86K +89.24% 69.02M 239.08 2.95% Share
15 FLYW Flywire Corpora...
12.99
-0.46% 7.03M +100.00% 66.78M 9.5 2.86% Share
16 RELY Remitly Global,...
19.49
-0.97% 3M -45.5% 62.46M 16.7 2.67% Share
17 USFD US Foods Holdin...
77.88
-0.15% 879.5K 0.00% 57.57M 52.38 2.46% Share
18 CFLT Confluent, Inc.
19.34
+4.26% 2.28M +169.75% 53.48M 22.31 2.29% Share
19 ACVA ACV Auctions In...
11.81
+1.29% 3.68M +100.00% 51.82M 14.09 2.22% Share
20 KAR OPENLANE, Inc.
29.08
-0.24% 2.36M +24.18% 45.54M 17.03 1.95% Share
21 LAD Lithia Motors, ...
341.01
+0.27% 112.64K +29.26% 33.06M 321.19 1.41% Share
22 HUBS HubSpot, Inc.
487.60
+5.02% 57.62K +100.00% 32.92M 571.29 1.41% Share
23 CYRX Cryoport, Inc.
10.35
+16.95% 4.98M +1.12% 30.29M 15.33 1.30% Share
24 TCMD Tactile Systems...
13.46
+0.30% 2.14M +22.77% 28.23M 13.98 1.21% Share
25 MXCT MaxCyte, Inc.
1.41
+3.68% 10.03M +7.31% 27.38M 4.32 1.17% Share
26 FNA Paragon 28, Inc...
13.09
0.00% 2.08M +47.91% 27.1M 8.75 1.16% Share
27 SDGR Schrödinger, In...
19.13
+0.84% 1.1M +100.00% 21.81M 19.74 0.93% Share
28 GPI Group 1 Automot...
483.75
+0.78% 53.34K -14.71% 20.37M 296.99 0.87% Share
29 QUBT Quantum Computi...
15.11
+2.37% 270K +100.00% 2.16M 8 0.09% Share
30 CRWV CoreWeave, Inc....
89.09
+1.84% 40K +100.00% 1.48M 37.08 0.06% Share