The Analysis of CADIAN CAPITAL MANAGEMENT, LP's Holdings


Currently, CADIAN CAPITAL MANAGEMENT, LP holds 26 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+4.1M shares, valued at $142.5M), HQY (+566.7K shares, valued at $51.9M), ALKT (+1.2M shares, valued at $27.0M); decreased their positions in CFLT (-4.6M shares, valued at $139.1M), GH (-1.2M shares, valued at $124.5M), IQV (-253.4K shares, valued at $57.1M); initiated new positions in HQY (+566.7K shares, valued at $51.9M), ALKT (+1.2M shares, valued at $27.0M), TSM (+57.0K shares, valued at $17.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DRAFTKINGS INC NEW DRAFTKINGS INC NEW5.5M shares297.78%2025-12-312026-02-17history
GLBE GLOBAL E ONLINE LTD4.4M shares-22.69%2025-12-312026-02-17history
IQV IQVIA HLDGS INC549.7K shares-31.55%2025-12-312026-02-17history
FLYW FLYWIRE CORPORATION7.9M shares-29.91%2025-12-312026-02-17history
GH GUARDANT HEALTH INC922.6K shares-56.91%2025-12-312026-02-17history
PCOR PROCORE TECHNOLOGIES INC1.1M shares35.26%2025-12-312026-02-17history
VRNS VARONIS SYS INC2.3M shares25.69%2025-12-312026-02-17history
NTNX NUTANIX INC1.4M shares7.30%2025-12-312026-02-17history
Sponsored
MNDY MONDAY COM LTD438.5K shares66.09%2025-12-312026-02-17history
HQY HEALTHEQUITY INC566.7K sharesnew addition2025-12-312026-02-17history
OMCL OMNICELL COM1.1M shares-45.42%2025-12-312026-02-17history
CYRX CRYOPORT INC5.0M shares-0.43%2025-12-312026-02-17history
EVH EVOLENT HEALTH INC11.1M shares-5.49%2025-12-312026-02-17history
CFLT CONFLUENT INC1.3M shares-78.33%2025-12-312026-02-17history
KAR OPENLANE INC1.3M shares9.65%2025-12-312026-02-17history
TCMD TACTILE SYS TECHNOLOGY INC1.1M shares-47.27%2025-12-312026-02-17history
Sponsored
ALKT ALKAMI TECHNOLOGY INC1.2M sharesnew addition2025-12-312026-02-17history
SIBN SI-BONE INC1.2M shares96.82%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD57.0K sharesnew addition2025-12-312026-02-17history
META META PLATFORMS INC13.7K sharesnew addition2025-12-312026-02-17history
INTA INTAPP INC185.0K sharesnew addition2025-12-312026-02-17history
OABI OMNIAB INC4.4M shares20.66%2025-12-312026-02-17history
MXCT MAXCYTE INC3.7M shares-55.24%2025-12-312026-02-17history
U UNITY SOFTWARE INC13.0K sharesnew addition2025-12-312026-02-17history
Sponsored
HIMS HIMS & HERS HEALTH INC12.6K sharesnew addition2025-12-312026-02-17history
GOGO GOGO INC50.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available