Cadian Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 30Value: $2.3BLatest: 2025Q1

CADIAN CAPITAL MANAGEMENT, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 30 holdings worth $2.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MXCT",
  "PCOR",
  "FLYW",
  "SPT",
  "GLBE",
  "BRZE",
  "EVH",
  "CRTO",
  "KAR",
  "ROKU",
  null,
  "GH",
  "HUBS",
  null,
  "QUBT",
  "IQV",
  "RELY",
  "SDGR",
  "ACVA",
  "LAD",
  "NTNX",
  "GPI",
  "USFD",
  "ESTC",
  "MNDY",
  "TCMD",
  "PLNT",
  "BBWI",
  "CFLT",
  "CYRX"
]

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: cadian-capital-management-lp
Manager Name: Cadian-Capital-Management-Lp

Data Enrichment

93% identified

28 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $2.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Elastic N.V.

ESTC|N14506104

Shares:2.5M

Value:$227.2M

% of Portfolio:9.7% ($227.2M/$2.3B)

Guardant Health, Inc.

GH|40131M109

Shares:4.6M

Value:$195.8M

% of Portfolio:8.4% ($195.8M/$2.3B)

Braze, Inc.

BRZE|10576N102

Shares:4.6M

Value:$164.4M

% of Portfolio:7.0% ($164.4M/$2.3B)

Criteo S.A.

CRTO|226718104

Shares:4.5M

Value:$157.7M

% of Portfolio:6.7% ($157.7M/$2.3B)

ROKU, INC

ROKU|77543R102

Shares:2.1M

Value:$147.0M

% of Portfolio:6.3% ($147.0M/$2.3B)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:2.0M

Value:$130.3M

% of Portfolio:5.6% ($130.3M/$2.3B)

Nutanix, Inc.

NTNX|67059N108

Shares:1.7M

Value:$120.5M

% of Portfolio:5.2% ($120.5M/$2.3B)

Sprout Social, Inc.

SPT|85209W109

Shares:5.1M

Value:$111.3M

% of Portfolio:4.8% ($111.3M/$2.3B)

Evolent Health, Inc.

EVH|30050B101

Shares:10.8M

Value:$102.2M

% of Portfolio:4.4% ($102.2M/$2.3B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:527.0K

Value:$92.9M

% of Portfolio:4.0% ($92.9M/$2.3B)

Planet Fitness, Inc.

PLNT|72703H101

Shares:933.0K

Value:$90.1M

% of Portfolio:3.9% ($90.1M/$2.3B)

Global-E Online Ltd.

GLBE|M5216V106

Shares:2.4M

Value:$86.8M

% of Portfolio:3.7% ($86.8M/$2.3B)

Bath & Body Works, Inc.

BBWI|070830104

Shares:2.6M

Value:$79.6M

% of Portfolio:3.4% ($79.6M/$2.3B)

monday.com Ltd.

MNDY|M7S64H106

Shares:283.9K

Value:$69.0M

% of Portfolio:3.0% ($69.0M/$2.3B)

Flywire Corp

FLYW|302492103

Shares:7.0M

Value:$66.8M

% of Portfolio:2.9% ($66.8M/$2.3B)

Remitly Global, Inc.

RELY|75960P104

Shares:3.0M

Value:$62.5M

% of Portfolio:2.7% ($62.5M/$2.3B)

US Foods Holding Corp.

USFD|912008109

Shares:879.5K

Value:$57.6M

% of Portfolio:2.5% ($57.6M/$2.3B)

Confluent, Inc.

CFLT|20717M103

Shares:2.3M

Value:$53.5M

% of Portfolio:2.3% ($53.5M/$2.3B)

ACV Auctions Inc.

ACVA|00091G104

Shares:3.7M

Value:$51.8M

% of Portfolio:2.2% ($51.8M/$2.3B)

OPENLANE, Inc.

KAR|48238T109

Shares:2.4M

Value:$45.5M

% of Portfolio:1.9% ($45.5M/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elastic N.V.(ESTCcusipN14506104)	2.5M	QoQ +34.35% (+651.9K) YoY +287.47% (+1.9M)	All Managers (Combined)	$227.2M	9.7% ($227.2M/$2.3B)	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	8.4% ($195.8M/$2.3B)	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	7.0% ($164.4M/$2.3B)	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	6.7% ($157.7M/$2.3B)	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	6.3% ($147.0M/$2.3B)	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	5.6% ($130.3M/$2.3B)	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	5.2% ($120.5M/$2.3B)	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	4.8% ($111.3M/$2.3B)	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	4.4% ($102.2M/$2.3B)	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	4.0% ($92.9M/$2.3B)	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	3.9% ($90.1M/$2.3B)	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	3.7% ($86.8M/$2.3B)	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	3.4% ($79.6M/$2.3B)	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	3.0% ($69.0M/$2.3B)	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	2.9% ($66.8M/$2.3B)	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	2.7% ($62.5M/$2.3B)	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	2.5% ($57.6M/$2.3B)	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	2.3% ($53.5M/$2.3B)	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	2.2% ($51.8M/$2.3B)	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	1.9% ($45.5M/$2.3B)	QoQ +20.67% (+$7.8M) YoY +611.49% (+$39.1M)