CADIAN CAPITAL MANAGEMENT, LP: 13F holdings
CIK 14236862026Q2
| Positions | 28 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 28 (+5 vs prior quarter) |
|---|
| Reported value | $1.3bn (+60.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IQV IQVIA HLDGS INC | 815,752 | $157.6m | 11.9% |
| GH GUARDANT HEALTH INC | 757,393 | $113.6m | 8.6% |
| FLYW FLYWIRE CORPORATION | 5,744,166 | $100.9m | 7.6% |
| PLNT PLANET FITNESS MASTER ISSUER | 1,600,340 | $83.5m | 6.3% |
| SPOTIFY TECHNOLOGY S A | 174,000 | $79.9m | 6.0% |
| MONDAY COM LTD | 944,029 | $68.3m | 5.2% |
| VRNS VARONIS SYS INC | 1,585,693 | $66.5m | 5.0% |
| DHR DANAHER CORP DEL | 326,063 | $62.1m | 4.7% |
| EVH EVOLENT HEALTH INC | 10,814,473 | $58.6m | 4.4% |
| HQY HEALTHEQUITY INC | 626,700 | $56.6m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1423686")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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