Institutional
CADIAN CAPITAL MANAGEMENT, LP
CIK 0001423686
$821.2M
Reported AUM
23
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | $237.79 | -3.95% | 32.31% | -7.06% | $138.7M | 16.89% | — | HELD |
| 2 | DKNG | DRAFTKINGS INC NEW | $23.72 | -3.38% | -46.42% | -60.48% | $79.2M | 9.64% | — | HELD |
| 3 | FLYW | FLYWIRE CORPORATION | $16.27 | -1.75% | 56.22% | -63.11% | $77.0M | 9.38% | — | HELD |
| 4 | GH | GUARDANT HEALTH INC | $152.35 | 5.75% | 264.70% | 18.69% | $72.0M | 8.77% | — | HELD |
| 5 | HQY | HEALTHEQUITY INC | $100.99 | -3.02% | 11.20% | 57.79% | $69.6M | 8.47% | — | HELD |
| 6 | PANW | PALO ALTO NETWORKS INC | $325.68 | 3.67% | 81.72% | 308.84% | $44.0M | 5.36% | — | HELD |
| 7 | CYRX | CRYOPORT INC | $15.33 | 2.68% | 110.87% | -75.88% | $39.5M | 4.82% | — | HELD |
| 8 | MNDY | MONDAY COM LTD | $88.16 | -2.32% | -64.81% | -76.76% | $37.3M | 4.54% | — | HELD |
| 9 | NTNX | NUTANIX INC | $59.26 | -0.52% | -17.82% | 60.55% | $32.3M | 3.93% | — | HELD |
| 10 | INTA | INTAPP INC | $32.07 | 1.26% | -17.83% | -12.14% | $32.1M | 3.91% | — | HELD |
| 11 | TCMD | TACTILE SYS TECHNOLOGY INC | $28.20 | 2.92% | 192.23% | -36.60% | $27.2M | 3.31% | — | HELD |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $55.98 | -0.37% | -47.98% | -31.14% | $26.4M | 3.22% | — | HELD |
| 13 | EVH | EVOLENT HEALTH INC | $3.18 | -3.64% | -68.14% | -87.05% | $24.7M | 3.00% | — | HELD |
| 14 | SIBN | SI BONE INC | $17.99 | -2.44% | 3.45% | -26.30% | $23.8M | 2.90% | — | HELD |
| 15 | ALKT | ALKAMI TECHNOLOGY INC | $17.81 | -2.84% | -13.62% | -38.03% | $20.9M | 2.55% | — | HELD |
| 16 | PCOR | PROCORE TECHNOLOGIES INC | $53.79 | 7.24% | -13.30% | -40.69% | $18.8M | 2.29% | — | HELD |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | 73.36% | 267.64% | $16.1M | 1.96% | — | HELD |
| 18 | VRSN | VERISIGN INC | $286.58 | -1.49% | 9.33% | 34.53% | $11.2M | 1.36% | — | HELD |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $46.00 | -0.09% | -57.36% | -0.45% | $10.7M | 1.30% | — | HELD |
| 20 | GLBE | GLOBAL E ONLINE LTD | $39.87 | -0.97% | 26.89% | -49.51% | $6.8M | 0.83% | — | HELD |
| 21 | OABI | OMNIAB INC | $1.99 | 2.05% | 4.19% | -80.08% | $6.5M | 0.79% | — | HELD |
| 22 | PEGA | PEGASYSTEMS INC | $30.03 | -2.97% | -47.54% | -55.87% | $5.1M | 0.62% | — | HELD |
| 23 | MXCT | MAXCYTE INC | $1.05 | 3.96% | -48.53% | -93.16% | $1.2M | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0001423686-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.