Q1 2024 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2024-05-15 · accession 0001085146-24-002592
$2.81B
Reported value
36
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 72703H101 | PLNT | PLANET FITNESS INC | $354.8M | 12.6% | 5,664,237 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $231.4M | 8.23% | 2,816,279 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $200.8M | 7.14% | 4,533,816 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $188.3M | 6.70% | 3,992,029 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $184.3M | 6.55% | 5,253,948 | Common | SOLE |
| 148806102 | CTLTEUR | CATALENT INC | $182.1M | 6.48% | 3,225,834 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $156.9M | 5.58% | 12,783,324 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $134.1M | 4.77% | 6,466,001 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $131.1M | 4.66% | 209,207 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $119.5M | 4.25% | 5,792,779 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $96.3M | 3.42% | 320,000 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $85.8M | 3.05% | 4,847,769 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $77.7M | 2.76% | 1,440,000 | Common | SOLE |
| 68213N109 | OMCL | OMNICELL COM | $67.8M | 2.41% | 2,320,571 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $66.0M | 2.35% | 658,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $57.6M | 2.05% | 2,292,567 | Common | SOLE |
| 705573103 | PEGA | PEGASYSTEMS INC | $56.9M | 2.02% | 880,000 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $52.5M | 1.87% | 1,050,000 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $52.0M | 1.85% | 7,553,280 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $50.4M | 1.79% | 1,166,830 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $47.4M | 1.68% | 296,800 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $31.3M | 1.11% | 1,928,031 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $30.1M | 1.07% | 10,690,781 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $29.3M | 1.04% | 760,000 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $27.5M | 0.98% | 6,560,484 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $25.5M | 0.91% | 701,580 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $17.3M | 0.61% | 200,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $16.8M | 0.60% | 59,000 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $15.1M | 0.54% | 245,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.4M | 0.26% | 48,818 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $6.4M | 0.23% | 370,000 | Common | SOLE |
| 594960304 | MVIS | MICROVISION INC DEL | $4.7M | 0.17% | 2,580,644 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $3.2M | 0.11% | 303,106 | Common | SOLE |
| M70700105 | NNOX | NANO X IMAGING LTD | $2.1M | 0.08% | 220,000 | Common | SOLE |
| 10258P102 | LUCK | BOWLERO CORP | $1.8M | 0.07% | 134,343 | Common | SOLE |
| 04282M110 | — | ARROWROOT ACQUISITION CORP | $58,750 | 0.00% | 250,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.