Filed: 5/15/2026ACC: 0001423686-26-000005
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $821.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$821.20M
Total AUM (reported)
42.64M
Total Shares
Allocation by class
COM$481.80M58.7%
CL A$83.37M10.2%
COM CL A$79.19M9.6%
COM VTG$77.03M9.4%
SHS$44.13M5.4%
COM PAR $0.001$39.55M4.8%
SPONSORED ADS$16.12M2.0%
Portfolio Concentration
Top 3$294.90M35.9%
4–10$326.83M39.8%
11–25$199.47M24.3%
Top 3 weight
35.9%
Top 10 weight
75.7%
Voting Authority Distribution
Total shares with voting rights: 42.64M
Sole
Full voting authority
42.64M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
IQVIA HLDGS INC
SOLEShares813.15K
TypeSH
Market value$138.67M
16.89%
Sole
813.15K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares3.66M
TypeSH
Market value$79.19M
9.64%
Sole
3.66M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares6.62M
TypeSH
Market value$77.03M
9.38%
Sole
6.62M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares779.65K
TypeSH
Market value$72.02M
8.77%
Sole
779.65K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares832.70K
TypeSH
Market value$69.59M
8.47%
Sole
832.70K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares274.50K
TypeSH
Market value$44.01M
5.36%
Sole
274.50K
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares4.78M
TypeSH
Market value$39.55M
4.82%
Sole
4.78M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares539.61K
TypeSH
Market value$37.29M
4.54%
Sole
539.61K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares850K
TypeSH
Market value$32.31M
3.93%
Sole
850K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares1.25M
TypeSH
Market value$32.07M
3.91%
Sole
1.25M
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares1.04M
TypeSH
Market value$27.20M
3.31%
Sole
1.04M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares355K
TypeSH
Market value$26.40M
3.22%
Sole
355K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares10.81M
TypeSH
Market value$24.66M
3.00%
Sole
10.81M
Shared
0.00
None
0.00
SI BONE INC
SOLEShares1.89M
TypeSH
Market value$23.84M
2.90%
Sole
1.89M
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.33M
TypeSH
Market value$20.92M
2.55%
Sole
1.33M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares330K
TypeSH
Market value$18.81M
2.29%
Sole
330K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares47.70K
TypeSH
Market value$16.12M
1.96%
Sole
47.70K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares45K
TypeSH
Market value$11.18M
1.36%
Sole
45K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares170K
TypeSH
Market value$10.67M
1.30%
Sole
170K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares221.69K
TypeSH
Market value$6.84M
0.83%
Sole
221.69K
Shared
0.00
None
0.00
OMNIAB INC
SOLEShares4.16M
TypeSH
Market value$6.53M
0.79%
Sole
4.16M
Shared
0.00
None
0.00
PEGASYSTEMS INC
SOLEShares119.68K
TypeSH
Market value$5.09M
0.62%
Sole
119.68K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares1.72M
TypeSH
Market value$1.21M
0.15%
Sole
1.72M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IQVIA HLDGS INCSOLE | COM | 813.15K | SH | $138.67M 16.89% | 813.15K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 3.66M | SH | $79.19M 9.64% | 3.66M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 6.62M | SH | $77.03M 9.38% | 6.62M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 779.65K | SH | $72.02M 8.77% | 779.65K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 832.70K | SH | $69.59M 8.47% | 832.70K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 274.50K | SH | $44.01M 5.36% | 274.50K | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 4.78M | SH | $39.55M 4.82% | 4.78M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 539.61K | SH | $37.29M 4.54% | 539.61K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 850K | SH | $32.31M 3.93% | 850K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 1.25M | SH | $32.07M 3.91% | 1.25M | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 1.04M | SH | $27.20M 3.31% | 1.04M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 355K | SH | $26.40M 3.22% | 355K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 10.81M | SH | $24.66M 3.00% | 10.81M | 0.00 | 0.00 |
SI BONE INCSOLE | COM | 1.89M | SH | $23.84M 2.90% | 1.89M | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.33M | SH | $20.92M 2.55% | 1.33M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 330K | SH | $18.81M 2.29% | 330K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 47.70K | SH | $16.12M 1.96% | 47.70K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 45K | SH | $11.18M 1.36% | 45K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 170K | SH | $10.67M 1.30% | 170K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 221.69K | SH | $6.84M 0.83% | 221.69K | 0.00 | 0.00 |
OMNIAB INCSOLE | COM | 4.16M | SH | $6.53M 0.79% | 4.16M | 0.00 | 0.00 |
PEGASYSTEMS INCSOLE | COM | 119.68K | SH | $5.09M 0.62% | 119.68K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 1.72M | SH | $1.21M 0.15% | 1.72M | 0.00 | 0.00 |