Q4 2024 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2025-02-14 · accession 0001085146-25-001649
$1.74B
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N14506104 | ESTC | ELASTIC N V | $188.0M | 10.8% | 1,897,650 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $159.5M | 9.19% | 5,221,565 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $153.9M | 8.86% | 3,673,650 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $139.7M | 8.04% | 4,548,323 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $124.4M | 7.16% | 5,509,814 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $102.2M | 5.89% | 2,584,333 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $89.1M | 5.13% | 1,455,792 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $87.6M | 5.05% | 1,178,800 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $78.6M | 4.53% | 400,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $72.5M | 4.17% | 967,634 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $63.5M | 3.65% | 641,976 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $59.3M | 3.42% | 879,496 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $58.8M | 3.38% | 5,225,001 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $39.2M | 2.26% | 1,010,284 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $38.9M | 2.24% | 9,344,424 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $38.3M | 2.21% | 4,927,027 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $37.7M | 2.17% | 1,902,194 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $35.3M | 2.03% | 150,000 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $31.1M | 1.79% | 87,141 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $29.8M | 1.72% | 1,739,454 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $26.4M | 1.52% | 62,537 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $23.7M | 1.36% | 845,859 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $22.9M | 1.32% | 420,000 | Common | SOLE |
| 69913P105 | FNAUSD | PARAGON 28 INC | $14.5M | 0.83% | 1,402,920 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $12.9M | 0.74% | 125,000 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $9.0M | 0.52% | 1,466,679 | 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.