Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CADIAN CAPITAL MANAGEMENT, LP (CIK 1423686) reported $821.2M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IQV ($138.7M, 16.89%), DKNG ($79.2M, 9.64%), FLYW ($77.0M, 9.38%), GH ($72.0M, 8.77%), HQY ($69.6M, 8.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | $138.7M | 16.89% | 813,152 | Added |
| 2 | DKNG | DRAFTKINGS INC NEW | $79.2M | 9.64% | 3.7M | Trimmed |
| 3 | FLYW | FLYWIRE CORPORATION | $77.0M | 9.38% | 6.6M | Trimmed |
| 4 | GH | GUARDANT HEALTH INC | $72.0M | 8.77% | 779,648 | Trimmed |
| 5 | HQY | HEALTHEQUITY INC | $69.6M | 8.47% | 832,700 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $44.0M | 5.36% | 274,500 | New |
| 7 | CYRX | CRYOPORT INC | $39.5M | 4.82% | 4.8M | Trimmed |
| 8 | MNDY | MONDAY COM LTD | $37.3M | 4.54% | 539,610 | Added |
| 9 | NTNX | NUTANIX INC | $32.3M | 3.93% | 850,000 | Trimmed |
| 10 | INTA | INTAPP INC | $32.1M | 3.91% | 1.2M | Added |
| 11 | TCMD | TACTILE SYS TECHNOLOGY INC | $27.2M | 3.31% | 1.0M | Trimmed |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $26.4M | 3.22% | 355,000 | New |
| 13 | EVH | EVOLENT HEALTH INC | $24.7M | 3.00% | 10.8M | Trimmed |
| 14 | SIBN | SI BONE INC | $23.8M | 2.90% | 1.9M | Added |
| 15 | ALKT | ALKAMI TECHNOLOGY INC | $20.9M | 2.55% | 1.3M | Added |
| 16 | PCOR | PROCORE TECHNOLOGIES INC | $18.8M | 2.29% | 330,000 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.1M | 1.96% | 47,700 | Trimmed |
| 18 | VRSN | VERISIGN INC | $11.2M | 1.36% | 45,000 | New |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $10.7M | 1.30% | 170,000 | New |
| 20 | GLBE | GLOBAL E ONLINE LTD | $6.8M | 0.83% | 221,695 | Trimmed |
| 21 | OABI | OMNIAB INC | $6.5M | 0.79% | 4.2M | Trimmed |
| 22 | PEGA | PEGASYSTEMS INC | $5.1M | 0.62% | 119,683 | New |
| 23 | MXCT | MAXCYTE INC | $1.2M | 0.15% | 1.7M | Trimmed |
| 24 | OMCL | OMNICELL COM | $0 | 0.00% | 0 | Exited |
| 25 | KAR | OPENLANE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31