Filed: 8/14/2025ACC: 0001085146-25-005113
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.79B
Total AUM (reported)
78.12M
Total Shares
Allocation by class
COM$624.16M35.0%
COM CL A$320.75M18.0%
CL A$209.16M11.7%
SHS$202.55M11.3%
SPONS ADS$119.87M6.7%
COM VTG$114.15M6.4%
CLASS A COM$108.48M6.1%
Portfolio Concentration
Top 3$470.36M26.3%
4–10$750.91M42.1%
11–25$564.12M31.6%
Top 3 weight
26.3%
Top 10 weight
68.4%
Voting Authority Distribution
Total shares with voting rights: 78.12M
Sole
Full voting authority
78.12M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
GLOBAL E ONLINE LTD
SOLEShares5.52M
TypeSH
Market value$185.05M
10.36%
Sole
5.52M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares3.18M
TypeSH
Market value$165.45M
9.27%
Sole
3.18M
Shared
0.00
None
0.00
CRITEO S A
SOLEShares5M
TypeSH
Market value$119.87M
6.71%
Sole
5M
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares10.42M
TypeSH
Market value$117.38M
6.57%
Sole
10.42M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.70M
TypeSH
Market value$116.55M
6.53%
Sole
1.70M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares9.76M
TypeSH
Market value$114.15M
6.39%
Sole
9.76M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares4.35M
TypeSH
Market value$108.48M
6.08%
Sole
4.35M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares652.30K
TypeSH
Market value$102.80M
5.76%
Sole
652.30K
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares4.77M
TypeSH
Market value$99.77M
5.59%
Sole
4.77M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.20M
TypeSH
Market value$91.78M
5.14%
Sole
1.20M
Shared
0.00
None
0.00
ROKU INC
SOLEShares955.88K
TypeSH
Market value$84.01M
4.71%
Sole
955.88K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares2.65M
TypeSH
Market value$74.51M
4.17%
Sole
2.65M
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares3.05M
TypeSH
Market value$61.28M
3.43%
Sole
3.05M
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares3.40M
TypeSH
Market value$55.17M
3.09%
Sole
3.40M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares2.11M
TypeSH
Market value$51.48M
2.88%
Sole
2.11M
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares583.46K
TypeSH
Market value$49.20M
2.76%
Sole
583.46K
Shared
0.00
None
0.00
OMNICELL COM
SOLEShares1.66M
TypeSH
Market value$48.89M
2.74%
Sole
1.66M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.97M
TypeSH
Market value$37.07M
2.08%
Sole
4.97M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares43.20K
TypeSH
Market value$24.05M
1.35%
Sole
43.20K
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares2.31M
TypeSH
Market value$23.42M
1.31%
Sole
2.31M
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares8.91M
TypeSH
Market value$19.43M
1.09%
Sole
8.91M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares61.25K
TypeSH
Market value$17.50M
0.98%
Sole
61.25K
Shared
0.00
None
0.00
PROS HOLDINGS INC
SOLEShares690.27K
TypeSH
Market value$10.81M
0.61%
Sole
690.27K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares170K
TypeSH
Market value$7.29M
0.41%
Sole
170K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 5.52M | SH | $185.05M 10.36% | 5.52M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 3.18M | SH | $165.45M 9.27% | 3.18M | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 5M | SH | $119.87M 6.71% | 5M | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 10.42M | SH | $117.38M 6.57% | 10.42M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.70M | SH | $116.55M 6.53% | 1.70M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 9.76M | SH | $114.15M 6.39% | 9.76M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 4.35M | SH | $108.48M 6.08% | 4.35M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 652.30K | SH | $102.80M 5.76% | 652.30K | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 4.77M | SH | $99.77M 5.59% | 4.77M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.20M | SH | $91.78M 5.14% | 1.20M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 955.88K | SH | $84.01M 4.71% | 955.88K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 2.65M | SH | $74.51M 4.17% | 2.65M | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 3.05M | SH | $61.28M 3.43% | 3.05M | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 3.40M | SH | $55.17M 3.09% | 3.40M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 2.11M | SH | $51.48M 2.88% | 2.11M | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 583.46K | SH | $49.20M 2.76% | 583.46K | 0.00 | 0.00 |
OMNICELL COMSOLE | COM | 1.66M | SH | $48.89M 2.74% | 1.66M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.97M | SH | $37.07M 2.08% | 4.97M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 43.20K | SH | $24.05M 1.35% | 43.20K | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 2.31M | SH | $23.42M 1.31% | 2.31M | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 8.91M | SH | $19.43M 1.09% | 8.91M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 61.25K | SH | $17.50M 0.98% | 61.25K | 0.00 | 0.00 |
PROS HOLDINGS INCSOLE | COM | 690.27K | SH | $10.81M 0.61% | 690.27K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 170K | SH | $7.29M 0.41% | 170K | 0.00 | 0.00 |