Q3 2024 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2024-11-14 · accession 0001085146-24-005779
$1.95B
Reported value
28
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N14506104 | ESTC | ELASTIC N V | $194.1M | 9.93% | 2,528,676 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $174.2M | 8.91% | 2,821,710 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $168.7M | 8.64% | 12,601,326 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $159.0M | 8.14% | 6,930,474 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $145.4M | 7.44% | 4,496,854 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $128.6M | 6.58% | 3,345,115 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $124.6M | 6.37% | 4,285,056 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $119.3M | 6.10% | 1,468,563 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $75.3M | 3.85% | 1,870,548 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $71.7M | 3.67% | 2,245,700 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $70.9M | 3.63% | 1,152,538 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $51.6M | 2.64% | 2,531,170 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $51.2M | 2.62% | 863,900 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $41.3M | 2.11% | 2,446,237 | Common | SOLE |
| 705573103 | PEGA | PEGASYSTEMS INC | $39.9M | 2.04% | 546,506 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $35.9M | 1.84% | 4,646,473 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $35.6M | 1.82% | 112,063 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $35.0M | 1.79% | 4,318,006 | Common | SOLE |
| 68213N109 | OMCL | OMNICELL COM | $34.9M | 1.79% | 800,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $32.4M | 1.66% | 61,000 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $31.9M | 1.63% | 8,188,948 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $30.8M | 1.58% | 80,424 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $28.3M | 1.45% | 1,934,556 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $21.9M | 1.12% | 3,747,000 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $18.6M | 0.95% | 3,150,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $18.6M | 0.95% | 475,714 | Common | SOLE |
| 69913P105 | FNAUSD | PARAGON 28 INC | $12.7M | 0.65% | 1,900,000 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $1.8M | 0.09% | 77,500 | CALL | 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.