Cadian Capital Management, LP
Cadian Capital Management, LP reported 28 holdings worth US$1.32B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Cadian Capital Management, LP reported 28 holdings worth US$1.32B as of Jun 30, 2026. Largest: Iqvia Holdings, Inc., Guardant Health, Inc. and Flywire Corporation - Voting. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$1.32B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Iqvia Holdings, Inc. | 816K | US$158M | 11.9% |
| Guardant Health, Inc. | 757K | US$114M | 8.6% |
| Flywire Corporation - Voting | 5.74M | US$101M | 7.6% |
| Planet Fitness, Inc. | 1.6M | US$83.5M | 6.3% |
| Varonis Systems, Inc. | 1.59M | US$66.5M | 5.0% |
| Danaher Corporation | 326K | US$62.1M | 4.7% |
| Evolent Health, Inc | 10.8M | US$58.6M | 4.4% |
| Healthequity, Inc. | 627K | US$56.6M | 4.3% |
| Intapp, Inc. | 2.18M | US$55M | 4.2% |
| Si-bone, Inc. | 3.35M | US$54.6M | 4.1% |
| Boston Scientific Corporation | 1.11M | US$47.2M | 3.6% |
| Tactile Systems Technology, Inc. | 1.58M | US$47M | 3.6% |
| Cryoport, Inc. | 2.92M | US$45.9M | 3.5% |
| Amazon.com, Inc. | 180K | US$42.8M | 3.2% |
| Procore Technologies, Inc. | 845K | US$34.3M | 2.6% |
| Nutanix, Inc. | 600K | US$30.6M | 2.3% |
| Alkami Technology, Inc. | 1.48M | US$26.8M | 2.0% |
| Verisign, Inc. | 79,000 | US$19.9M | 1.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 35,900 | US$17.1M | 1.3% |
| Equinix, Inc. | 13,600 | US$14.2M | 1.1% |
| Omniab, Inc. | 4.21M | US$10.4M | 0.78% |
| Meta Platforms, Inc. | 14,500 | US$8.17M | 0.62% |
| Workiva Inc. | 144K | US$7M | 0.53% |
| Sotera Health Company | 350K | US$6.21M | 0.47% |
| Medline Inc. | 100K | US$3.94M | 0.30% |
| Maxcyte, Inc. | 2.2M | US$2.71M | 0.20% |
| Draftkings Inc. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Pegasystems Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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