Q1 2025 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003231
$2.34B
Reported value
30
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N14506104 | ESTC | ELASTIC N V | $227.2M | 9.72% | 2,549,595 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $195.8M | 8.38% | 4,595,087 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $164.4M | 7.03% | 4,556,615 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $157.7M | 6.75% | 4,452,189 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $147.0M | 6.29% | 2,086,800 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $130.3M | 5.58% | 1,973,754 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $120.5M | 5.16% | 1,726,792 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $111.3M | 4.76% | 5,061,146 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $102.2M | 4.37% | 10,794,606 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $92.9M | 3.98% | 527,000 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $90.1M | 3.86% | 932,973 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $86.8M | 3.71% | 2,434,000 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $79.6M | 3.41% | 2,625,284 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $69.0M | 2.95% | 283,855 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $66.8M | 2.86% | 7,029,707 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $62.5M | 2.67% | 3,002,788 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $57.6M | 2.46% | 879,496 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $53.5M | 2.29% | 2,281,687 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $51.8M | 2.22% | 3,678,018 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $45.5M | 1.95% | 2,362,194 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $33.1M | 1.41% | 112,641 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $32.9M | 1.41% | 57,620 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $30.3M | 1.30% | 4,982,027 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $28.2M | 1.21% | 2,135,592 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $27.4M | 1.17% | 10,027,727 | Common | SOLE |
| 69913P105 | FNAUSD | PARAGON 28 INC | $27.1M | 1.16% | 2,075,005 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $21.8M | 0.93% | 1,105,000 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $20.4M | 0.87% | 53,337 | Common | SOLE |
| 74766W108 | QUBT | QUANTUM COMPUTING INC | $2.2M | 0.09% | 270,000 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $1.5M | 0.06% | 40,000 | 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.