Cadian Capital Management, LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 30
Total Value: 2337250096
Accession Number: 0001085146-25-003231
Form Type: 13F-HR
CIK: 0001423686
Manager Name: Cadian Capital Management, LP

Data Enrichment

93% identified

28 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $2,337,250.096K total value

30 positions

Manager:

SEC FilingSEC DataHachi Filing

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Elastic N.V.

ESTC|N14506104

2549595(+34.4%)

Value:

$227.2B(+20.8%)

Guardant Health, Inc.

GH|40131M109

4595087(-12.0%)

Value:

$195.8B(+22.7%)

Braze, Inc.

BRZE|10576N102

4556615(+24.0%)

Value:

$164.4B(+6.8%)

Criteo S.A.

CRTO|226718104

4452189(+72.3%)

Value:

$157.7B(+54.2%)

ROKU, INC

ROKU|77543R102

2086800(+77.0%)

Value:

$147.0B(+67.7%)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

1973754(+104.0%)

Value:

$130.3B(+79.7%)

Nutanix, Inc.

NTNX|67059N108

1726792(+18.6%)

Value:

$120.5B(+35.3%)

Sprout Social, Inc.

SPT|85209W109

5061146(+11.3%)

Value:

$111.3B(-20.3%)

Evolent Health, Inc.

EVH|30050B101

10794606(+106.6%)

Value:

$102.2B(+73.9%)

IQVIA HOLDINGS INC.

IQV|46266C105

527000(+31.8%)

Value:

$92.9B(+18.2%)

Planet Fitness, Inc.

PLNT|72703H101

932973(+45.3%)

Value:

$90.1B(+42.0%)

Global-E Online Ltd.

GLBE|M5216V106

2434000(+479.5%)

Value:

$86.8B(+278.9%)

Bath & Body Works, Inc.

BBWI|070830104

2625284(+159.8%)

Value:

$79.6B(+103.2%)

monday.com Ltd.

MNDY|M7S64H106

283855(+89.2%)

Value:

$69.0B(+95.4%)

Flywire Corp

FLYW|302492103

7029707

Value:

$66.8B

Remitly Global, Inc.

RELY|75960P104

3002788(-45.5%)

Value:

$62.5B(-49.8%)

US Foods Holding Corp.

USFD|912008109

879496(+0.0%)

Value:

$57.6B(-3.0%)

Confluent, Inc.

CFLT|20717M103

2281687(+169.7%)

Value:

$53.5B(+126.1%)

ACV Auctions Inc.

ACVA|00091G104

3678018

Value:

$51.8B

OPENLANE, Inc.

KAR|48238T109

2362194(+24.2%)

Value:

$45.5B(+20.7%)

Instrument	Shares		Other Manager	Value
Elastic N.V.(ESTCcusipN14506104)	2.5M	QoQ +34.35% (+651.9K) YoY +287.47% (+1.9M)	All Managers (Combined)	$227.2M	QoQ +20.82% (+$39.1M) YoY +244.41% (+$161.2M)
Guardant Health, Inc.(GHcusip40131M109)	4.6M	QoQ -11.99% (-626.5K) YoY -20.67% (-1.2M)	All Managers (Combined)	$195.8M	QoQ +22.71% (-$36.2M) YoY +63.80% (-$76.2M)
Braze, Inc.(BRZEcusip10576N102)	4.6M	QoQ +24.03% (+883.0K) YoY +0.50% (-22.8K)	All Managers (Combined)	$164.4M	QoQ +6.85% (+$10.6M) YoY -18.14% (-$36.4M)
Criteo S.A.(CRTOcusip226718104)	4.5M	QoQ +72.27% (+1.9M) YoY -15.26% (-801.8K)	All Managers (Combined)	$157.7M	QoQ +54.20% (+$55.4M) YoY -14.43% (-$26.6M)
Roku, Inc(ROKUcusip77543R102)	2.1M	QoQ +77.02% (+908.0K) YoY NEW(+2.1M)	All Managers (Combined)	$147.0M	QoQ +67.74% (+$59.4M) YoY NEW(+$147.0M)
Procore Technologies, Inc.(PCORcusip74275K108)	2.0M	QoQ +103.97% (+1.0M) YoY -29.91% (-842.5K)	All Managers (Combined)	$130.3M	QoQ +79.72% (+$57.8M) YoY -43.69% (-$101.1M)
Nutanix, Inc.(NTNXcusip67059N108)	1.7M	QoQ +18.61% (+271.0K) YoY +604.81% (+1.5M)	All Managers (Combined)	$120.5M	QoQ +35.34% (+$31.5M) YoY +697.19% (+$105.4M)
Sprout Social, Inc.(SPTcusip85209W109)	5.1M	QoQ +11.27% (-512.8K) YoY NEW(+5.1M)	All Managers (Combined)	$111.3M	QoQ -20.32% (-$28.4M) YoY NEW(+$111.3M)
Evolent Health, Inc.(EVHcusip30050B101)	10.8M	QoQ +106.59% (+5.6M) YoY NEW(+10.8M)	All Managers (Combined)	$102.2M	QoQ +73.90% (+$43.4M) YoY NEW(+$102.2M)
Iqvia Holdings Inc.(IQVcusip46266C105)	527.0K	QoQ +31.75% (+127.0K) YoY NEW(+527.0K)	All Managers (Combined)	$92.9M	QoQ +18.20% (+$14.3M) YoY NEW(+$92.9M)
Planet Fitness, Inc.(PLNTcusip72703H101)	933.0K	QoQ +45.32% (+291.0K) YoY -83.52% (-4.7M)	All Managers (Combined)	$90.1M	QoQ +42.00% (+$26.7M) YoY -74.59% (-$264.6M)
Global-E Online Ltd.(GLBEcusipM5216V106)	2.4M	QoQ +479.52% (+2.0M) YoY +246.93% (+1.7M)	All Managers (Combined)	$86.8M	QoQ +278.87% (+$63.9M) YoY +240.25% (+$61.3M)
Bath & Body Works, Inc.(BBWIcusip070830104)	2.6M	QoQ +159.85% (+1.6M) YoY +150.02% (+1.6M)	All Managers (Combined)	$79.6M	QoQ +103.21% (+$40.4M) YoY +51.55% (+$27.1M)
Monday.Com Ltd.(MNDYcusipM7S64H106)	283.9K	QoQ +89.23% (+133.9K) YoY NEW(+283.9K)	All Managers (Combined)	$69.0M	QoQ +95.44% (+$33.7M) YoY NEW(+$69.0M)
Flywire Corp(FLYWcusip302492103)	7.0M	QoQ NEW(+7.0M) YoY NEW(+7.0M)	All Managers (Combined)	$66.8M	QoQ NEW(+$66.8M) YoY NEW(+$66.8M)
Remitly Global, Inc.(RELYcusip75960P104)	3.0M	QoQ -45.50% (-2.5M) YoY -53.56% (-3.5M)	All Managers (Combined)	$62.5M	QoQ -49.77% (-$61.9M) YoY -53.42% (-$71.6M)
Us Foods Holding Corp.(USFDcusip912008109)	879.5K	QoQ 0.00% (-0) YoY -38.92% (-560.5K)	All Managers (Combined)	$57.6M	QoQ -2.96% (-$1.8M) YoY -25.92% (-$20.1M)
Confluent, Inc.(CFLTcusip20717M103)	2.3M	QoQ +169.74% (+1.4M) YoY NEW(+2.3M)	All Managers (Combined)	$53.5M	QoQ +126.14% (+$29.8M) YoY NEW(+$53.5M)
Acv Auctions Inc.(ACVAcusip00091G104)	3.7M	QoQ NEW(+3.7M) YoY NEW(+3.7M)	All Managers (Combined)	$51.8M	QoQ NEW(+$51.8M) YoY NEW(+$51.8M)
Openlane, Inc.(KARcusip48238T109)	2.4M	QoQ +24.18% (+460.0K) YoY +538.43% (+2.0M)	All Managers (Combined)	$45.5M	QoQ +20.67% (+$7.8M) YoY +611.49% (+$39.1M)