Q1 2026 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2026-05-15 · accession 0001423686-26-000005
$821.2M
Reported value
23
Positions
2026-03-31
Period end
The Brief · CADIAN CAPITAL MANAGEMENT, LP · Q1 2026
AI · grounded in 13F
Cadian Capital Management, LP exited its position in VRNS, reducing exposure by $74.87M. The fund established new positions in PANW for $44M and PLNT for $26.4M. Additionally, the manager closed its position in OMCL for $51.76M and significantly increased its share count in INTA by 574.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46266C105 | IQV | IQVIA HLDGS INC | $138.7M | 16.9% | 813,152 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $79.2M | 9.64% | 3,662,983 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $77.0M | 9.38% | 6,618,119 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $72.0M | 8.77% | 779,648 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $69.6M | 8.47% | 832,700 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $44.0M | 5.36% | 274,500 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $39.5M | 4.82% | 4,776,343 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $37.3M | 4.54% | 539,610 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $32.3M | 3.93% | 850,000 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $32.1M | 3.91% | 1,248,372 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $27.2M | 3.31% | 1,041,072 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS MASTER ISSUER | $26.4M | 3.22% | 355,000 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $24.7M | 3.00% | 10,814,473 | Common | SOLE |
| 825704109 | SIBN | SI BONE INC | $23.8M | 2.90% | 1,887,472 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $20.9M | 2.55% | 1,335,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $18.8M | 2.29% | 330,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $16.1M | 1.96% | 47,700 | Common | SOLE |
| 92343E102 | VRSN | VERISIGN INC | $11.2M | 1.36% | 45,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $10.7M | 1.30% | 170,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $6.8M | 0.83% | 221,695 | Common | SOLE |
| 68218J103 | OABI | OMNIAB INC | $6.5M | 0.79% | 4,157,129 | Common | SOLE |
| 705573103 | PEGA | PEGASYSTEMS INC | $5.1M | 0.62% | 119,683 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $1.2M | 0.15% | 1,722,942 | 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.