13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001085146-24-002592
Total Value
$2.81B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PLANET FITNESS INC | PLNT | 5,664,237 | $354.8M | 12.61% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 2,816,279 | $231.4M | 8.23% |
| 3 | BRAZE INC | BRZE | 4,533,816 | $200.8M | 7.14% |
| 4 | VARONIS SYS INC | VRNS | 3,992,029 | $188.3M | 6.70% |
| 5 | CRITEO S A | CRTO | 5,253,948 | $184.3M | 6.55% |
| 6 | CATALENT INC | 148806102 | 3,225,834 | $182.1M | 6.48% |
| 7 | SPRINKLR INC | CXM | 12,783,324 | $156.9M | 5.58% |
| 8 | REMITLY GLOBAL INC | RELY | 6,466,001 | $134.1M | 4.77% |
| 9 | HUBSPOT INC | HUBS | 209,207 | $131.1M | 4.66% |
| 10 | GUARDANT HEALTH INC | GH | 5,792,779 | $119.5M | 4.25% |
| 11 | LITHIA MTRS INC | 536797103 | 320,000 | $96.3M | 3.42% |
| 12 | CRYOPORT INC | CYRX | 4,847,769 | $85.8M | 3.05% |
| 13 | US FOODS HLDG CORP | USFD | 1,440,000 | $77.7M | 2.76% |
| 14 | OMNICELL COM | OMCL | 2,320,571 | $67.8M | 2.41% |
| 15 | ELASTIC N V | ESTC | 658,000 | $66.0M | 2.35% |
| 16 | MIRUM PHARMACEUTICALS INC | MIRM | 2,292,567 | $57.6M | 2.05% |
| 17 | PEGASYSTEMS INC | PEGA | 880,000 | $56.9M | 2.02% |
| 18 | BATH & BODY WORKS INC | BBWI | 1,050,000 | $52.5M | 1.87% |
| 19 | BIGCOMMERCE HLDGS INC | CMRC | 7,553,280 | $52.0M | 1.85% |
| 20 | NEW YORK TIMES CO | NYT | 1,166,830 | $50.4M | 1.79% |
| 21 | HYATT HOTELS CORP | H | 296,800 | $47.4M | 1.68% |
| 22 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 1,928,031 | $31.3M | 1.11% |
| 23 | AURORA INNOVATION INC | AUROW | 10,690,781 | $30.1M | 1.07% |
| 24 | SMARTSHEET INC | 83200N103 | 760,000 | $29.3M | 1.04% |
| 25 | MAXCYTE INC | MXCT | 6,560,484 | $27.5M | 0.98% |
| 26 | GLOBAL E ONLINE LTD | GLBE | 701,580 | $25.5M | 0.91% |
| 27 | TKO GROUP HOLDINGS INC | TKO | 200,000 | $17.3M | 0.61% |
| 28 | PALO ALTO NETWORKS INC | PANW | 59,000 | $16.8M | 0.60% |
| 29 | NUTANIX INC | NTNX | 245,000 | $15.1M | 0.54% |
| 30 | ALPHABET INC | GOOG | 48,818 | $7.4M | 0.26% |
| 31 | OPENLANE INC | OPLN | 370,000 | $6.4M | 0.23% |
| 32 | MICROVISION INC DEL | MVIS | 2,580,644 | $4.7M | 0.17% |
| 33 | CAREDX INC | CDNA | 303,106 | $3.2M | 0.11% |
| 34 | NANO X IMAGING LTD | NNOX | 220,000 | $2.1M | 0.08% |
| 35 | BOWLERO CORP | LUCK | 134,343 | $1.8M | 0.07% |
| 36 | ARROWROOT ACQUISITION CORP | 04282M110 | 250,000 | $58,750 | 0.00% |