Filed: 11/14/2025ACC: 0001423686-25-000004
📋 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 $1.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.68B
Total AUM (reported)
75.50M
Total Shares
Allocation by class
COM$685.33M40.7%
SHS$277.44M16.5%
CL A$195.39M11.6%
COM VTG$153.15M9.1%
COM CL A$151.92M9.0%
CLASS A COM$116.30M6.9%
SPONS ADS$55.96M3.3%
Portfolio Concentration
Top 3$508.56M30.2%
4–10$676.20M40.2%
11–25$497.31M29.6%
Rest$658.0K0.0%
Top 3 weight
30.2%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 75.50M
Sole
Full voting authority
75.50M
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:
GLOBAL E ONLINE LTD
SOLEShares5.67M
TypeSH
Market value$202.88M
12.06%
Sole
5.67M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares11.31M
TypeSH
Market value$153.15M
9.10%
Sole
11.31M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares803.07K
TypeSH
Market value$152.53M
9.06%
Sole
803.07K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares2.14M
TypeSH
Market value$133.78M
7.95%
Sole
2.14M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares5.87M
TypeSH
Market value$116.30M
6.91%
Sole
5.87M
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares1.82M
TypeSH
Market value$104.37M
6.20%
Sole
1.82M
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares11.73M
TypeSH
Market value$99.23M
5.90%
Sole
11.73M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.28M
TypeSH
Market value$95.50M
5.68%
Sole
1.28M
Shared
0.00
None
0.00
OMNICELL COM
SOLEShares2.09M
TypeSH
Market value$63.74M
3.79%
Sole
2.09M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares135.27K
TypeSH
Market value$63.28M
3.76%
Sole
135.27K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares780.74K
TypeSH
Market value$56.93M
3.38%
Sole
780.74K
Shared
0.00
None
0.00
CRITEO S A
SOLEShares2.48M
TypeSH
Market value$55.96M
3.33%
Sole
2.48M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares1.39M
TypeSH
Market value$51.94M
3.09%
Sole
1.39M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares264K
TypeSH
Market value$51.13M
3.04%
Sole
264K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares1.76M
TypeSH
Market value$50.14M
2.98%
Sole
1.76M
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares3.86M
TypeSH
Market value$49.83M
2.96%
Sole
3.86M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.98M
TypeSH
Market value$47.25M
2.81%
Sole
4.98M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.17M
TypeSH
Market value$33.58M
2.00%
Sole
1.17M
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares2.06M
TypeSH
Market value$28.45M
1.69%
Sole
2.06M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares1.29M
TypeSH
Market value$21.01M
1.25%
Sole
1.29M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares52.05K
TypeSH
Market value$13.22M
0.79%
Sole
52.05K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares8.23M
TypeSH
Market value$13.00M
0.77%
Sole
8.23M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares57.50K
TypeSH
Market value$10.21M
0.61%
Sole
57.50K
Shared
0.00
None
0.00
SI-BONE INC
SOLEShares595K
TypeSH
Market value$8.76M
0.52%
Sole
595K
Shared
0.00
None
0.00
OMNIAB INC
SOLEShares3.68M
TypeSH
Market value$5.88M
0.35%
Sole
3.68M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 5.67M | SH | $202.88M 12.06% | 5.67M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 11.31M | SH | $153.15M 9.10% | 11.31M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 803.07K | SH | $152.53M 9.06% | 803.07K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 2.14M | SH | $133.78M 7.95% | 2.14M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 5.87M | SH | $116.30M 6.91% | 5.87M | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 1.82M | SH | $104.37M 6.20% | 1.82M | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 11.73M | SH | $99.23M 5.90% | 11.73M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.28M | SH | $95.50M 5.68% | 1.28M | 0.00 | 0.00 |
OMNICELL COMSOLE | COM | 2.09M | SH | $63.74M 3.79% | 2.09M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 135.27K | SH | $63.28M 3.76% | 135.27K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 780.74K | SH | $56.93M 3.38% | 780.74K | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 2.48M | SH | $55.96M 3.33% | 2.48M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 1.39M | SH | $51.94M 3.09% | 1.39M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 264K | SH | $51.13M 3.04% | 264K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 1.76M | SH | $50.14M 2.98% | 1.76M | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 3.86M | SH | $49.83M 2.96% | 3.86M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.98M | SH | $47.25M 2.81% | 4.98M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.17M | SH | $33.58M 2.00% | 1.17M | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 2.06M | SH | $28.45M 1.69% | 2.06M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 1.29M | SH | $21.01M 1.25% | 1.29M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 52.05K | SH | $13.22M 0.79% | 52.05K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 8.23M | SH | $13.00M 0.77% | 8.23M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 57.50K | SH | $10.21M 0.61% | 57.50K | 0.00 | 0.00 |
SI-BONE INCSOLE | COM | 595K | SH | $8.76M 0.52% | 595K | 0.00 | 0.00 |
OMNIAB INCSOLE | COM | 3.68M | SH | $5.88M 0.35% | 3.68M | 0.00 | 0.00 |
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