Q3 2025 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2025-11-14 · accession 0001423686-25-000004
$1.68B
Reported value
26
Positions
2025-09-30
Period end
The Brief · CADIAN CAPITAL MANAGEMENT, LP · Q3 2025
AI · grounded in 13F
CADIAN CAPITAL MANAGEMENT, LP established a new position in Global E Online Ltd GLBE valued at $202.9M. The fund also initiated new stakes in Flywire Corporation FLYW for $153.1M and IQVIA HLDGS INC IQV for $152.5M. Other new additions include Guardant Health Inc GH at $133.8M and Confluent Inc 8QR at $116.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $202.9M | 12.1% | 5,673,244 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $153.1M | 9.10% | 11,310,589 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $152.5M | 9.06% | 803,069 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $133.8M | 7.95% | 2,141,191 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $116.3M | 6.91% | 5,873,644 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $104.4M | 6.20% | 1,816,100 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $99.2M | 5.90% | 11,728,924 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $95.5M | 5.68% | 1,283,808 | Common | SOLE |
| 68213N109 | OMCL | OMNICELL COM | $63.7M | 3.79% | 2,093,318 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $63.3M | 3.76% | 135,274 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $56.9M | 3.38% | 780,741 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $56.0M | 3.33% | 2,475,961 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $51.9M | 3.09% | 1,388,760 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $51.1M | 3.04% | 264,000 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $50.1M | 2.98% | 1,763,108 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $49.8M | 2.96% | 3,857,191 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $47.2M | 2.81% | 4,984,070 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $33.6M | 2.00% | 1,166,828 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $28.5M | 1.69% | 2,055,758 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $21.0M | 1.25% | 1,289,122 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $13.2M | 0.79% | 52,050 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $13.0M | 0.77% | 8,227,603 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $10.2M | 0.61% | 57,500 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $8.8M | 0.52% | 595,000 | Common | SOLE |
| 68218J103 | OABI | OMNIAB INC | $5.9M | 0.35% | 3,675,568 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $658,000 | 0.04% | 8,000 | 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.