CADIAN CAPITAL MANAGEMENT, LP

CIK 0001423686 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

CADIAN CAPITAL MANAGEMENT, LP reported 28 positions worth $1.32B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IQV (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.32B
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.2%
Est. Net Flow (Q)
2026 Q2
10 / 28 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IQVIQVIA HLDGS INCSH$157.6M11.93%815,752
2GHGUARDANT HEALTH INCSH$113.6M8.60%757,393
3FLYWFLYWIRE CORPORATIONSH$100.9M7.64%5,744,166
4PLNTPLANET FITNESS MASTER ISSUERSH$83.5M6.32%1,600,340
5SPOTSPOTIFY TECHNOLOGY S ASH$79.9M6.05%174,000
6MNDYMONDAY COM LTDSH$68.3M5.17%944,029
7VRNSVARONIS SYS INCSH$66.5M5.04%1,585,693
8DHRDANAHER CORP DELSH$62.1M4.70%326,063
9EVHEVOLENT HEALTH INCSH$58.6M4.44%10,814,473
10HQYHEALTHEQUITY INCSH$56.6M4.28%626,700

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CADIAN CAPITAL MANAGEMENT, LP hold as of Q2 2026?

CADIAN CAPITAL MANAGEMENT, LP reported 28 positions worth $1.32B in its Q2 2026 13F filing. Largest positions: IQV (11.9%), GH (8.6%), FLYW (7.6%), PLNT (6.3%) and SPOT (6.0%).

What did CADIAN CAPITAL MANAGEMENT, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CADIAN CAPITAL MANAGEMENT, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.