Filed: 8/14/2026ACC: 0001423686-26-000006
📋 What this filing means
CADIAN CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$1.32B
Total AUM (reported)
44.77M
Total Shares
Allocation by class
COM$817.47M61.9%
CL A$180.82M13.7%
SHS$148.23M11.2%
COM VTG$100.92M7.6%
COM PAR $0.001$45.85M3.5%
SPONSORED ADS$17.14M1.3%
COM CL A$10.94M0.8%
Portfolio Concentration
Top 3$372.18M28.2%
4–10$475.58M36.0%
11–25$460.76M34.9%
Rest$12.86M1.0%
Top 3 weight
28.2%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 44.77M
Sole
Full voting authority
44.77M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
IQVIA HLDGS INC
SOLEShares815.75K
TypeSH
Market value$157.62M
11.93%
Sole
815.75K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares757.39K
TypeSH
Market value$113.63M
8.60%
Sole
757.39K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares5.74M
TypeSH
Market value$100.92M
7.64%
Sole
5.74M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares1.60M
TypeSH
Market value$83.49M
6.32%
Sole
1.60M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares174K
TypeSH
Market value$79.89M
6.05%
Sole
174K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares944.03K
TypeSH
Market value$68.34M
5.17%
Sole
944.03K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares1.59M
TypeSH
Market value$66.54M
5.04%
Sole
1.59M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares326.06K
TypeSH
Market value$62.11M
4.70%
Sole
326.06K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares10.81M
TypeSH
Market value$58.61M
4.44%
Sole
10.81M
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares626.70K
TypeSH
Market value$56.60M
4.28%
Sole
626.70K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares2.18M
TypeSH
Market value$54.96M
4.16%
Sole
2.18M
Shared
0.00
None
0.00
SI BONE INC
SOLEShares3.35M
TypeSH
Market value$54.63M
4.13%
Sole
3.35M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares1.11M
TypeSH
Market value$47.17M
3.57%
Sole
1.11M
Shared
0.00
None
0.00
TACTILE SYS TECHNOLOGY INC
SOLEShares1.58M
TypeSH
Market value$46.96M
3.55%
Sole
1.58M
Shared
0.00
None
0.00
CRYOPORT INC
SOLEShares2.92M
TypeSH
Market value$45.85M
3.47%
Sole
2.92M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares179.70K
TypeSH
Market value$42.83M
3.24%
Sole
179.70K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares845K
TypeSH
Market value$34.32M
2.60%
Sole
845K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares599.50K
TypeSH
Market value$30.55M
2.31%
Sole
599.50K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.48M
TypeSH
Market value$26.76M
2.03%
Sole
1.48M
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares79K
TypeSH
Market value$19.87M
1.50%
Sole
79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares35.90K
TypeSH
Market value$17.14M
1.30%
Sole
35.90K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares13.60K
TypeSH
Market value$14.18M
1.07%
Sole
13.60K
Shared
0.00
None
0.00
OMNIAB INC
SOLEShares4.21M
TypeSH
Market value$10.36M
0.78%
Sole
4.21M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares14.50K
TypeSH
Market value$8.17M
0.62%
Sole
14.50K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares144.20K
TypeSH
Market value$7.00M
0.53%
Sole
144.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IQVIA HLDGS INCSOLE | COM | 815.75K | SH | $157.62M 11.93% | 815.75K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 757.39K | SH | $113.63M 8.60% | 757.39K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 5.74M | SH | $100.92M 7.64% | 5.74M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 1.60M | SH | $83.49M 6.32% | 1.60M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 174K | SH | $79.89M 6.05% | 174K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 944.03K | SH | $68.34M 5.17% | 944.03K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 1.59M | SH | $66.54M 5.04% | 1.59M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 326.06K | SH | $62.11M 4.70% | 326.06K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 10.81M | SH | $58.61M 4.44% | 10.81M | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 626.70K | SH | $56.60M 4.28% | 626.70K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 2.18M | SH | $54.96M 4.16% | 2.18M | 0.00 | 0.00 |
SI BONE INCSOLE | COM | 3.35M | SH | $54.63M 4.13% | 3.35M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 1.11M | SH | $47.17M 3.57% | 1.11M | 0.00 | 0.00 |
TACTILE SYS TECHNOLOGY INCSOLE | COM | 1.58M | SH | $46.96M 3.55% | 1.58M | 0.00 | 0.00 |
CRYOPORT INCSOLE | COM PAR $0.001 | 2.92M | SH | $45.85M 3.47% | 2.92M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 179.70K | SH | $42.83M 3.24% | 179.70K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 845K | SH | $34.32M 2.60% | 845K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 599.50K | SH | $30.55M 2.31% | 599.50K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.48M | SH | $26.76M 2.03% | 1.48M | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 79K | SH | $19.87M 1.50% | 79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 35.90K | SH | $17.14M 1.30% | 35.90K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 13.60K | SH | $14.18M 1.07% | 13.60K | 0.00 | 0.00 |
OMNIAB INCSOLE | COM | 4.21M | SH | $10.36M 0.78% | 4.21M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.50K | SH | $8.17M 0.62% | 14.50K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 144.20K | SH | $7.00M 0.53% | 144.20K | 0.00 | 0.00 |
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