Filed: 5/15/2025ACC: 0001085146-25-003231
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $2.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$2.34B
Total AUM (reported)
84.69M
Total Shares
Allocation by class
COM$857.17M36.7%
COM CL A$476.00M20.4%
CL A$312.91M13.4%
ORD SHS$227.17M9.7%
SPONS ADS$157.65M6.7%
SHS$155.79M6.7%
COM VTG$66.78M2.9%
Portfolio Concentration
Top 3$587.32M25.1%
4–10$861.93M36.9%
11–25$815.07M34.9%
Rest$72.93M3.1%
Top 3 weight
25.1%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 84.69M
Sole
Full voting authority
84.69M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
ELASTIC N V
SOLEShares2.55M
TypeSH
Market value$227.17M
9.72%
Sole
2.55M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares4.60M
TypeSH
Market value$195.75M
8.38%
Sole
4.60M
Shared
0.00
None
0.00
BRAZE INC
SOLEShares4.56M
TypeSH
Market value$164.40M
7.03%
Sole
4.56M
Shared
0.00
None
0.00
CRITEO S A
SOLEShares4.45M
TypeSH
Market value$157.65M
6.75%
Sole
4.45M
Shared
0.00
None
0.00
ROKU INC
SOLEShares2.09M
TypeSH
Market value$146.99M
6.29%
Sole
2.09M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.97M
TypeSH
Market value$130.31M
5.58%
Sole
1.97M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.73M
TypeSH
Market value$120.55M
5.16%
Sole
1.73M
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares5.06M
TypeSH
Market value$111.29M
4.76%
Sole
5.06M
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares10.79M
TypeSH
Market value$102.22M
4.37%
Sole
10.79M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares527K
TypeSH
Market value$92.91M
3.98%
Sole
527K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares932.97K
TypeSH
Market value$90.13M
3.86%
Sole
932.97K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares2.43M
TypeSH
Market value$86.77M
3.71%
Sole
2.43M
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares2.63M
TypeSH
Market value$79.60M
3.41%
Sole
2.63M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares283.86K
TypeSH
Market value$69.02M
2.95%
Sole
283.86K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares7.03M
TypeSH
Market value$66.78M
2.86%
Sole
7.03M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares3M
TypeSH
Market value$62.46M
2.67%
Sole
3M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares879.50K
TypeSH
Market value$57.57M
2.46%
Sole
879.50K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares2.28M
TypeSH
Market value$53.48M
2.29%
Sole
2.28M
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares3.68M
TypeSH
Market value$51.82M
2.22%
Sole
3.68M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares2.36M
TypeSH
Market value$45.54M
1.95%
Sole
2.36M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares112.64K
TypeSH
Market value$33.06M
1.41%
Sole
112.64K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares57.62K
TypeSH
Market value$32.92M
1.41%
Sole
57.62K
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.98M
TypeSH
Market value$30.29M
1.30%
Sole
4.98M
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares2.14M
TypeSH
Market value$28.23M
1.21%
Sole
2.14M
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares10.03M
TypeSH
Market value$27.38M
1.17%
Sole
10.03M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELASTIC N VSOLE | ORD SHS | 2.55M | SH | $227.17M 9.72% | 2.55M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 4.60M | SH | $195.75M 8.38% | 4.60M | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 4.56M | SH | $164.40M 7.03% | 4.56M | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 4.45M | SH | $157.65M 6.75% | 4.45M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 2.09M | SH | $146.99M 6.29% | 2.09M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.97M | SH | $130.31M 5.58% | 1.97M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.73M | SH | $120.55M 5.16% | 1.73M | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 5.06M | SH | $111.29M 4.76% | 5.06M | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 10.79M | SH | $102.22M 4.37% | 10.79M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 527K | SH | $92.91M 3.98% | 527K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 932.97K | SH | $90.13M 3.86% | 932.97K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 2.43M | SH | $86.77M 3.71% | 2.43M | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 2.63M | SH | $79.60M 3.41% | 2.63M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 283.86K | SH | $69.02M 2.95% | 283.86K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 7.03M | SH | $66.78M 2.86% | 7.03M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 3M | SH | $62.46M 2.67% | 3M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 879.50K | SH | $57.57M 2.46% | 879.50K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 2.28M | SH | $53.48M 2.29% | 2.28M | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 3.68M | SH | $51.82M 2.22% | 3.68M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 2.36M | SH | $45.54M 1.95% | 2.36M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 112.64K | SH | $33.06M 1.41% | 112.64K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 57.62K | SH | $32.92M 1.41% | 57.62K | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.98M | SH | $30.29M 1.30% | 4.98M | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 2.14M | SH | $28.23M 1.21% | 2.14M | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 10.03M | SH | $27.38M 1.17% | 10.03M | 0.00 | 0.00 |
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