CADIAN CAPITAL MANAGEMENT, LP
CIK 0001423686 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
IQV
IQVIA HLDGS INC
11.9%
GH
GUARDANT HEALTH INC
8.6%
FLYW
FLYWIRE CORPORATION
7.6%
PLNT
PLANET FITNESS MASTER ISSUER
6.3%
SPOT
SPOTIFY TECHNOLOGY S A
6.0%
MNDY
MONDAY COM LTD
5.2%
VRNS
VARONIS SYS INC
5.0%
DHR
DANAHER CORP DEL
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.