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The Analysis of CADIAN CAPITAL MANAGEMENT, LP's Holdings & P&L

Currently, CADIAN CAPITAL MANAGEMENT, LP holds 23 types of securities in its portfolio with a total value $821.2M. In the most recent quarter, they have increased their positions in IQV (+813.2K shares, valued at $138.7M), N/A (+3.7M shares, valued at $79.2M), FLYW (+6.6M shares, valued at $77.0M); initiated new positions in IQV (+813.2K shares, valued at $138.7M), N/A (+3.7M shares, valued at $79.2M), FLYW (+6.6M shares, valued at $77.0M).

1M P&L

+92.2M+11.92%

3M P&L

+85.7M+10.99%

HY P&L

-127.3M-12.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Diagnostics & Research210.7M

28.4%

2Software - Infrastructure164.5M

22.2%

3Software - Application114.2M

15.4%

Top Industries by Stock Count

1Software - Application5 stocks

22.7%

2Medical Devices4 stocks

18.2%

3Software - Infrastructure4 stocks

18.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IQV IQVIA HLDGS INC813.2K sharesnew addition2026-03-312026-05-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW3.7M sharesnew addition2026-03-312026-05-15

FLYW FLYWIRE CORPORATION6.6M sharesnew addition2026-03-312026-05-15

GH GUARDANT HEALTH INC779.6K sharesnew addition2026-03-312026-05-15

HQY HEALTHEQUITY INC832.7K sharesnew addition2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC274.5K sharesnew addition2026-03-312026-05-15

CYRX CRYOPORT INC4.8M sharesnew addition2026-03-312026-05-15

MNDY MONDAY COM LTD539.6K sharesnew addition2026-03-312026-05-15

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NTNX NUTANIX INC850.0K sharesnew addition2026-03-312026-05-15

INTA INTAPP INC1.2M sharesnew addition2026-03-312026-05-15

TCMD TACTILE SYS TECHNOLOGY INC1.0M sharesnew addition2026-03-312026-05-15

PLNT PLANET FITNESS MASTER ISSUER355.0K sharesnew addition2026-03-312026-05-15

EVH EVOLENT HEALTH INC10.8M sharesnew addition2026-03-312026-05-15

SIBN SI BONE INC1.9M sharesnew addition2026-03-312026-05-15

ALKT ALKAMI TECHNOLOGY INC1.3M sharesnew addition2026-03-312026-05-15

PCOR PROCORE TECHNOLOGIES INC330.0K sharesnew addition2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC47.7K sharesnew addition2026-03-312026-05-15

VRSN VERISIGN INC45.0K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP170.0K sharesnew addition2026-03-312026-05-15

GLBE GLOBAL E ONLINE LTD221.7K sharesnew addition2026-03-312026-05-15

OABI OMNIAB INC4.2M sharesnew addition2026-03-312026-05-15

PEGA PEGASYSTEMS INC119.7K sharesnew addition2026-03-312026-05-15

MXCT MAXCYTE INC1.7M sharesnew addition2026-03-312026-05-15

IQV

IQVIA HLDGS INC

New

Shares813.2K

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW

New

Shares3.7M

Event2026-03-31

Filed2026-05-15

FLYW

FLYWIRE CORPORATION

New

Shares6.6M

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

New

Shares779.6K

Event2026-03-31

Filed2026-05-15

HQY

HEALTHEQUITY INC

New

Shares832.7K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

New

Shares274.5K

Event2026-03-31

Filed2026-05-15

CYRX

CRYOPORT INC

New

Shares4.8M

Event2026-03-31

Filed2026-05-15

MNDY

MONDAY COM LTD

New

Shares539.6K

Event2026-03-31

Filed2026-05-15

NTNX

NUTANIX INC

New

Shares850.0K

Event2026-03-31

Filed2026-05-15

INTA

INTAPP INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

TCMD

TACTILE SYS TECHNOLOGY INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

PLNT

PLANET FITNESS MASTER ISSUER

New

Shares355.0K

Event2026-03-31

Filed2026-05-15

EVH

EVOLENT HEALTH INC

New

Shares10.8M

Event2026-03-31

Filed2026-05-15

SIBN

SI BONE INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

ALKT

ALKAMI TECHNOLOGY INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

PCOR

PROCORE TECHNOLOGIES INC

New

Shares330.0K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares47.7K

Event2026-03-31

Filed2026-05-15

VRSN

VERISIGN INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

New

Shares170.0K

Event2026-03-31

Filed2026-05-15

GLBE

GLOBAL E ONLINE LTD

New

Shares221.7K

Event2026-03-31

Filed2026-05-15

OABI

OMNIAB INC

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

PEGA

PEGASYSTEMS INC

New

Shares119.7K

Event2026-03-31

Filed2026-05-15

MXCT

MAXCYTE INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available