Q2 2024 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2024-08-14 · accession 0001085146-24-003845
$2.01B
Reported value
29
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 10576N102 | BRZE | BRAZE INC | $190.4M | 9.47% | 4,900,944 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $182.3M | 9.07% | 3,801,242 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $170.8M | 8.50% | 2,321,046 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $146.6M | 7.29% | 2,210,832 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $136.3M | 6.78% | 1,196,529 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $117.3M | 5.84% | 9,680,860 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $107.6M | 5.35% | 2,851,418 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $105.7M | 5.26% | 2,963,270 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $102.9M | 5.12% | 2,835,742 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $90.4M | 4.50% | 3,131,808 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $72.7M | 3.62% | 1,371,709 | Common | SOLE |
| 68213N109 | OMCL | OMNICELL COM | $67.0M | 3.33% | 2,474,367 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $59.4M | 2.96% | 6,177,793 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $55.2M | 2.75% | 6,852,922 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $49.3M | 2.45% | 1,263,000 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $43.3M | 2.15% | 2,611,098 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $42.2M | 2.10% | 1,235,121 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $41.6M | 2.07% | 731,000 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $36.2M | 1.80% | 821,750 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $35.8M | 1.78% | 141,750 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $31.9M | 1.59% | 4,620,433 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $29.9M | 1.49% | 7,622,941 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $26.9M | 1.34% | 9,696,961 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $26.6M | 1.32% | 89,360 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $25.3M | 1.26% | 2,120,983 | Common | SOLE |
| 148806102 | CTLTEUR | CATALENT INC | $12.1M | 0.60% | 216,000 | Common | SOLE |
| 10258P102 | LUCK | BOWLERO CORP | $1.9M | 0.10% | 134,343 | Common | SOLE |
| M70700105 | NNOX | NANO X IMAGING LTD | $1.2M | 0.06% | 170,000 | Common | SOLE |
| 594960304 | MVIS | MICROVISION INC DEL | $1.2M | 0.06% | 1,130,644 | 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.