Holders — by stockHoldings — by fund
CADIAN CAPITAL MANAGEMENT, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1423686
$1.32B
disclosed book value
28
positions
11.9%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IQVIQVIA HLDGS INC | 815,752 | $157.6M | 11.9% |
| 2 | GHGUARDANT HEALTH INC | 757,393 | $113.6M | 8.6% |
| 3 | FLYWFLYWIRE CORPORATION | 5.7M | $100.9M | 7.6% |
| 4 | PLNTPLANET FITNESS MASTER ISSUER | 1.6M | $83.5M | 6.3% |
| 5 | SPOTIFY TECHNOLOGY S A | 174,000 | $79.9M | 6% |
| 6 | MONDAY COM LTD | 944,029 | $68.3M | 5.2% |
| 7 | VRNSVARONIS SYS INC | 1.6M | $66.5M | 5% |
| 8 | DHRDANAHER CORP DEL | 326,063 | $62.1M | 4.7% |
| 9 | EVHEVOLENT HEALTH INC | 10.8M | $58.6M | 4.4% |
| 10 | HQYHEALTHEQUITY INC | 626,700 | $56.6M | 4.3% |
| 11 | INTAINTAPP INC | 2.2M | $55.0M | 4.2% |
| 12 | SIBNSI BONE INC | 3.3M | $54.6M | 4.1% |
| 13 | BSXBOSTON SCIENTIFIC CORP | 1.1M | $47.2M | 3.6% |
| 14 | TCMDTACTILE SYS TECHNOLOGY INC | 1.6M | $47.0M | 3.6% |
| 15 | CYRXCRYOPORT INC | 2.9M | $45.9M | 3.5% |
| 16 | AMZNAMAZON COM INC | 179,700 | $42.8M | 3.2% |
| 17 | PCORPROCORE TECHNOLOGIES INC | 845,000 | $34.3M | 2.6% |
| 18 | NTNXNUTANIX INC | 599,504 | $30.6M | 2.3% |
| 19 | ALKTALKAMI TECHNOLOGY INC | 1.5M | $26.8M | 2% |
| 20 | VRSNVERISIGN INC | 79,000 | $19.9M | 1.5% |
| 21 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 35,900 | $17.1M | 1.3% |
| 22 | EQIXEQUINIX INC | 13,600 | $14.2M | 1.1% |
| 23 | OABIOMNIAB INC | 4.2M | $10.4M | 0.8% |
| 24 | METAMETA PLATFORMS INC | 14,500 | $8.2M | 0.6% |
| 25 | WKWORKIVA INC | 144,200 | $7.0M | 0.5% |
| 26 | SHCSOTERA HEALTH CO | 350,000 | $6.2M | 0.5% |
| 27 | MDLNMEDLINE INC | 100,000 | $3.9M | 0.3% |
| 28 | MXCTMAXCYTE INC | 2.2M | $2.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.