Institutional Fund
Cadian Capital Management, LP
New York, NYCIK 14236865 filings on record
Portfolio Value
$821.20M
Q1 2026
Holdings
23
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-40.7%
from $1.38B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Iqvia Hldgs Inc16.9%
- Draftkings Inc New9.6%
- Flywire Corporation9.4%
- Guardant Health Inc8.8%
- Healthequity Inc8.5%
- Palo Alto Networks Inc5.4%
- Other41.5%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iqvia Hldgs Inc | 813.2K | $138.67M | 16.9% | +263.5K | Added |
| 2 | Draftkings Inc New | 3.66M | $79.19M | 9.6% | −1.86M | Reduced |
| 3 | Flywire Corporation | 6.62M | $77.03M | 9.4% | −1.31M | Reduced |
| 4 | Guardant Health Inc | 779.6K | $72.02M | 8.8% | −143.0K | Reduced |
| 5 | Healthequity Inc | 832.7K | $69.59M | 8.5% | +266.0K | Added |
| 6 | Palo Alto Networks Inc | 274.5K | $44.01M | 5.4% | +274.5K | New |
| 7 | Cryoport Inc | 4.78M | $39.55M | 4.8% | −186.2K | Reduced |
| 8 | Monday Com Ltd | 539.6K | $37.29M | 4.5% | +101.1K | Added |
| 9 | Nutanix Inc | 850.0K | $32.31M | 3.9% | −527.6K | Reduced |
| 10 | Intapp Inc | 1.25M | $32.07M | 3.9% | +1.06M | Added |
13 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio