Filed: 2/14/2025ACC: 0001085146-25-001649
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $1.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.74B
Total AUM (reported)
57.67M
Total Shares
Allocation by class
COM$711.89M41.0%
COM CL A$381.16M21.9%
CL A$211.32M12.2%
ORD SHS$188.02M10.8%
SPONS ADS$102.24M5.9%
SHS$58.22M3.4%
COM PAR $0.001$38.33M2.2%
Portfolio Concentration
Top 3$501.39M28.9%
4–10$694.08M40.0%
11–25$532.22M30.6%
Rest$8.98M0.5%
Top 3 weight
28.9%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 57.67M
Sole
Full voting authority
57.67M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
ELASTIC N V
SOLEShares1.90M
TypeSH
Market value$188.02M
10.83%
Sole
1.90M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares5.22M
TypeSH
Market value$159.52M
9.19%
Sole
5.22M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares3.67M
TypeSH
Market value$153.85M
8.86%
Sole
3.67M
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares4.55M
TypeSH
Market value$139.68M
8.04%
Sole
4.55M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares5.51M
TypeSH
Market value$124.36M
7.16%
Sole
5.51M
Shared
0.00
None
0.00
CRITEO S A
SOLEShares2.58M
TypeSH
Market value$102.24M
5.89%
Sole
2.58M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.46M
TypeSH
Market value$89.07M
5.13%
Sole
1.46M
Shared
0.00
None
0.00
ROKU INC
SOLEShares1.18M
TypeSH
Market value$87.63M
5.05%
Sole
1.18M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares400K
TypeSH
Market value$78.60M
4.53%
Sole
400K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares967.63K
TypeSH
Market value$72.50M
4.17%
Sole
967.63K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares641.98K
TypeSH
Market value$63.47M
3.65%
Sole
641.98K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares879.50K
TypeSH
Market value$59.33M
3.42%
Sole
879.50K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares5.23M
TypeSH
Market value$58.78M
3.38%
Sole
5.23M
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares1.01M
TypeSH
Market value$39.17M
2.26%
Sole
1.01M
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares9.34M
TypeSH
Market value$38.87M
2.24%
Sole
9.34M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.93M
TypeSH
Market value$38.33M
2.21%
Sole
4.93M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.90M
TypeSH
Market value$37.74M
2.17%
Sole
1.90M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares150K
TypeSH
Market value$35.32M
2.03%
Sole
150K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares87.14K
TypeSH
Market value$31.15M
1.79%
Sole
87.14K
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares1.74M
TypeSH
Market value$29.80M
1.72%
Sole
1.74M
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares62.54K
TypeSH
Market value$26.36M
1.52%
Sole
62.54K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares845.86K
TypeSH
Market value$23.65M
1.36%
Sole
845.86K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares420K
TypeSH
Market value$22.90M
1.32%
Sole
420K
Shared
0.00
None
0.00
PARAGON 28 INC
SOLEShares1.40M
TypeSH
Market value$14.49M
0.83%
Sole
1.40M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares125K
TypeSH
Market value$12.86M
0.74%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELASTIC N VSOLE | ORD SHS | 1.90M | SH | $188.02M 10.83% | 1.90M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 5.22M | SH | $159.52M 9.19% | 5.22M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 3.67M | SH | $153.85M 8.86% | 3.67M | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 4.55M | SH | $139.68M 8.04% | 4.55M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 5.51M | SH | $124.36M 7.16% | 5.51M | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 2.58M | SH | $102.24M 5.89% | 2.58M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.46M | SH | $89.07M 5.13% | 1.46M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 1.18M | SH | $87.63M 5.05% | 1.18M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 400K | SH | $78.60M 4.53% | 400K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 967.63K | SH | $72.50M 4.17% | 967.63K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 641.98K | SH | $63.47M 3.65% | 641.98K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 879.50K | SH | $59.33M 3.42% | 879.50K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 5.23M | SH | $58.78M 3.38% | 5.23M | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 1.01M | SH | $39.17M 2.26% | 1.01M | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 9.34M | SH | $38.87M 2.24% | 9.34M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.93M | SH | $38.33M 2.21% | 4.93M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.90M | SH | $37.74M 2.17% | 1.90M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 150K | SH | $35.32M 2.03% | 150K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 87.14K | SH | $31.15M 1.79% | 87.14K | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 1.74M | SH | $29.80M 1.72% | 1.74M | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 62.54K | SH | $26.36M 1.52% | 62.54K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 845.86K | SH | $23.65M 1.36% | 845.86K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 420K | SH | $22.90M 1.32% | 420K | 0.00 | 0.00 |
PARAGON 28 INCSOLE | COM | 1.40M | SH | $14.49M 0.83% | 1.40M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 125K | SH | $12.86M 0.74% | 125K | 0.00 | 0.00 |
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