Filed: 2/17/2026ACC: 0001423686-26-000003
📋 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 $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.38B
Total AUM (reported)
56.65M
Total Shares
Allocation by class
COM$616.30M44.5%
SHS$237.11M17.1%
COM CL A$190.77M13.8%
CL A$124.59M9.0%
COM VTG$112.25M8.1%
COM PAR $0.001$47.64M3.4%
CLASS A COM$38.49M2.8%
Portfolio Concentration
Top 3$486.67M35.2%
4–10$546.00M39.4%
11–25$351.57M25.4%
Rest$233.0K0.0%
Top 3 weight
35.2%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 56.65M
Sole
Full voting authority
56.65M
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:
DRAFTKINGS INC NEW
SOLEShares5.52M
TypeSH
Market value$190.36M
13.75%
Sole
5.52M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares4.39M
TypeSH
Market value$172.40M
12.45%
Sole
4.39M
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares549.67K
TypeSH
Market value$123.90M
8.95%
Sole
549.67K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares7.93M
TypeSH
Market value$112.25M
8.11%
Sole
7.93M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares922.63K
TypeSH
Market value$94.24M
6.81%
Sole
922.63K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares1.06M
TypeSH
Market value$76.82M
5.55%
Sole
1.06M
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares2.28M
TypeSH
Market value$74.87M
5.41%
Sole
2.28M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.38M
TypeSH
Market value$71.21M
5.14%
Sole
1.38M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares438.49K
TypeSH
Market value$64.70M
4.67%
Sole
438.49K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares566.70K
TypeSH
Market value$51.92M
3.75%
Sole
566.70K
Shared
0.00
None
0.00
OMNICELL COM
SOLEShares1.14M
TypeSH
Market value$51.76M
3.74%
Sole
1.14M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.96M
TypeSH
Market value$47.64M
3.44%
Sole
4.96M
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares11.09M
TypeSH
Market value$44.34M
3.20%
Sole
11.09M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares1.27M
TypeSH
Market value$38.49M
2.78%
Sole
1.27M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.28M
TypeSH
Market value$38.10M
2.75%
Sole
1.28M
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares1.08M
TypeSH
Market value$31.44M
2.27%
Sole
1.08M
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.17M
TypeSH
Market value$26.97M
1.95%
Sole
1.17M
Shared
0.00
None
0.00
SI-BONE INC
SOLEShares1.17M
TypeSH
Market value$23.09M
1.67%
Sole
1.17M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares57K
TypeSH
Market value$17.32M
1.25%
Sole
57K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.70K
TypeSH
Market value$9.04M
0.65%
Sole
13.70K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares185K
TypeSH
Market value$8.48M
0.61%
Sole
185K
Shared
0.00
None
0.00
OMNIAB INC
SOLEShares4.43M
TypeSH
Market value$8.20M
0.59%
Sole
4.43M
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.68M
TypeSH
Market value$5.71M
0.41%
Sole
3.68M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares13K
TypeSH
Market value$574.2K
0.04%
Sole
13K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares12.63K
TypeSH
Market value$410.3K
0.03%
Sole
12.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DRAFTKINGS INC NEWSOLE | COM CL A | 5.52M | SH | $190.36M 13.75% | 5.52M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 4.39M | SH | $172.40M 12.45% | 4.39M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 549.67K | SH | $123.90M 8.95% | 549.67K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 7.93M | SH | $112.25M 8.11% | 7.93M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 922.63K | SH | $94.24M 6.81% | 922.63K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 1.06M | SH | $76.82M 5.55% | 1.06M | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 2.28M | SH | $74.87M 5.41% | 2.28M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.38M | SH | $71.21M 5.14% | 1.38M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 438.49K | SH | $64.70M 4.67% | 438.49K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 566.70K | SH | $51.92M 3.75% | 566.70K | 0.00 | 0.00 |
OMNICELL COMSOLE | COM | 1.14M | SH | $51.76M 3.74% | 1.14M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.96M | SH | $47.64M 3.44% | 4.96M | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 11.09M | SH | $44.34M 3.20% | 11.09M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 1.27M | SH | $38.49M 2.78% | 1.27M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.28M | SH | $38.10M 2.75% | 1.28M | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 1.08M | SH | $31.44M 2.27% | 1.08M | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.17M | SH | $26.97M 1.95% | 1.17M | 0.00 | 0.00 |
SI-BONE INCSOLE | COM | 1.17M | SH | $23.09M 1.67% | 1.17M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 57K | SH | $17.32M 1.25% | 57K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.70K | SH | $9.04M 0.65% | 13.70K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 185K | SH | $8.48M 0.61% | 185K | 0.00 | 0.00 |
OMNIAB INCSOLE | COM | 4.43M | SH | $8.20M 0.59% | 4.43M | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.68M | SH | $5.71M 0.41% | 3.68M | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 13K | SH | $574.2K 0.04% | 13K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 12.63K | SH | $410.3K 0.03% | 12.63K | 0.00 | 0.00 |
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