Filed: 11/14/2024ACC: 0001085146-24-005779
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.95B
Total AUM (reported)
79.63M
Total Shares
Allocation by class
COM$952.52M48.7%
COM CL A$269.99M13.8%
CL A$206.38M10.6%
ORD SHS$194.10M9.9%
SHS$128.59M6.6%
SPONS ADS$75.27M3.9%
CLASS A COM$70.23M3.6%
Portfolio Concentration
Top 3$536.99M27.5%
4–10$825.57M42.2%
11–25$560.22M28.7%
Rest$31.24M1.6%
Top 3 weight
27.5%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 79.63M
Sole
Full voting authority
79.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ELASTIC N V
SOLEShares2.53M
TypeSH
Market value$194.10M
9.93%
Sole
2.53M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares2.82M
TypeSH
Market value$174.16M
8.91%
Sole
2.82M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares12.60M
TypeSH
Market value$168.73M
8.64%
Sole
12.60M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares7.01M
TypeSH
Market value$160.76M
8.23%
Sole
7.01M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares4.50M
TypeSH
Market value$145.43M
7.44%
Sole
4.50M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares3.35M
TypeSH
Market value$128.59M
6.58%
Sole
3.35M
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares4.29M
TypeSH
Market value$124.57M
6.37%
Sole
4.29M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares1.47M
TypeSH
Market value$119.28M
6.10%
Sole
1.47M
Shared
0.00
None
0.00
CRITEO S A
SOLEShares1.87M
TypeSH
Market value$75.27M
3.85%
Sole
1.87M
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares2.25M
TypeSH
Market value$71.68M
3.67%
Sole
2.25M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares1.15M
TypeSH
Market value$70.88M
3.63%
Sole
1.15M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares2.53M
TypeSH
Market value$51.59M
2.64%
Sole
2.53M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares863.90K
TypeSH
Market value$51.19M
2.62%
Sole
863.90K
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares2.45M
TypeSH
Market value$41.29M
2.11%
Sole
2.45M
Shared
0.00
None
0.00
PEGASYSTEMS INC
SOLEShares546.51K
TypeSH
Market value$39.94M
2.04%
Sole
546.51K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares4.65M
TypeSH
Market value$35.92M
1.84%
Sole
4.65M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares112.06K
TypeSH
Market value$35.60M
1.82%
Sole
112.06K
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.32M
TypeSH
Market value$35.02M
1.79%
Sole
4.32M
Shared
0.00
None
0.00
OMNICELL COM
SOLEShares800K
TypeSH
Market value$34.88M
1.79%
Sole
800K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares61K
TypeSH
Market value$32.43M
1.66%
Sole
61K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares8.19M
TypeSH
Market value$31.86M
1.63%
Sole
8.19M
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares80.42K
TypeSH
Market value$30.81M
1.58%
Sole
80.42K
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares1.93M
TypeSH
Market value$28.26M
1.45%
Sole
1.93M
Shared
0.00
None
0.00
BIGCOMMERCE HLDGS INC
SOLEShares3.75M
TypeSH
Market value$21.92M
1.12%
Sole
3.75M
Shared
0.00
None
0.00
AURORA INNOVATION INC
SOLEShares3.15M
TypeSH
Market value$18.65M
0.95%
Sole
3.15M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELASTIC N VSOLE | ORD SHS | 2.53M | SH | $194.10M 9.93% | 2.53M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 2.82M | SH | $174.16M 8.91% | 2.82M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 12.60M | SH | $168.73M 8.64% | 12.60M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 7.01M | SH | $160.76M 8.23% | 7.01M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 4.50M | SH | $145.43M 7.44% | 4.50M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 3.35M | SH | $128.59M 6.58% | 3.35M | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 4.29M | SH | $124.57M 6.37% | 4.29M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 1.47M | SH | $119.28M 6.10% | 1.47M | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 1.87M | SH | $75.27M 3.85% | 1.87M | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 2.25M | SH | $71.68M 3.67% | 2.25M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 1.15M | SH | $70.88M 3.63% | 1.15M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 2.53M | SH | $51.59M 2.64% | 2.53M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 863.90K | SH | $51.19M 2.62% | 863.90K | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 2.45M | SH | $41.29M 2.11% | 2.45M | 0.00 | 0.00 |
PEGASYSTEMS INCSOLE | COM | 546.51K | SH | $39.94M 2.04% | 546.51K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 4.65M | SH | $35.92M 1.84% | 4.65M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 112.06K | SH | $35.60M 1.82% | 112.06K | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.32M | SH | $35.02M 1.79% | 4.32M | 0.00 | 0.00 |
OMNICELL COMSOLE | COM | 800K | SH | $34.88M 1.79% | 800K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 61K | SH | $32.43M 1.66% | 61K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 8.19M | SH | $31.86M 1.63% | 8.19M | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 80.42K | SH | $30.81M 1.58% | 80.42K | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 1.93M | SH | $28.26M 1.45% | 1.93M | 0.00 | 0.00 |
BIGCOMMERCE HLDGS INCSOLE | COM SER 1 | 3.75M | SH | $21.92M 1.12% | 3.75M | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 3.15M | SH | $18.65M 0.95% | 3.15M | 0.00 | 0.00 |
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