CADIAN CAPITAL MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, CADIAN CAPITAL MANAGEMENT, LP held in its portfolio 26 assets valued at $1,384,473,339 (i.e. $1.38B).
The most valuable assets in the portfolio included: DRAFTKINGS INC NEW ($190.37M), GLOBAL E ONLINE LTD ($172.41M), and IQVIA HLDGS INC ($123.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CADIAN CAPITAL MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DRAFTKINGS INC NEW | 5524221 | 190364656 | COM CL A |
| GLOBAL E ONLINE LTD | 4385770 | 172404619 | SHS |
| IQVIA HLDGS INC | 549669 | 123900889 | COM |
| FLYWIRE CORPORATION | 7927159 | 112248571 | COM VTG |
| GUARDANT HEALTH INC | 922628 | 94237224 | COM |
| PROCORE TECHNOLOGIES INC | 1056032 | 76815768 | COM |
| VARONIS SYS INC | 2282581 | 74868657 | COM |
| NUTANIX INC | 1377589 | 71207575 | CL A |
| MONDAY COM LTD | 438490 | 64703584 | SHS |
| HEALTHEQUITY INC | 566700 | 51915387 | COM |
| OMNICELL COM | 1142555 | 51757742 | COM |
| CRYOPORT INC | 4962552 | 47640499 | COM PAR $0.001 |
| EVOLENT HEALTH INC | 11085455 | 44341820 | CL A |
| CONFLUENT INC | 1272854 | 38491105 | CLASS A COM |
| OPENLANE INC | 1279418 | 38101068 | COM |
| TACTILE SYS TECHNOLOGY INC | 1084094 | 31438726 | COM |
| ALKAMI TECHNOLOGY INC | 1169000 | 26968830 | COM |
| SI-BONE INC | 1171100 | 23094092 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 57000 | 17321730 | SPONSORED ADS |
| META PLATFORMS INC | 13700 | 9043233 | CL A |
| INTAPP INC | 185000 | 8476700 | COM |
| OMNIAB INC | 4434954 | 8204665 | COM |
| MAXCYTE INC | 3683052 | 5708731 | COM |
| UNITY SOFTWARE INC | 13000 | 574210 | COM |
| HIMS & HERS HEALTH INC | 12635 | 410258 | COM CL A |
| GOGO INC | 50000 | 233000 | COM |
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