13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003845
Total Value
$2.01B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRAZE INC | BRZE | 4,900,944 | $190.4M | 9.47% |
| 2 | VARONIS SYS INC | VRNS | 3,801,242 | $182.3M | 9.07% |
| 3 | PLANET FITNESS INC | PLNT | 2,321,046 | $170.8M | 8.50% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 2,210,832 | $146.6M | 7.29% |
| 5 | ELASTIC N V | ESTC | 1,196,529 | $136.3M | 6.78% |
| 6 | REMITLY GLOBAL INC | RELY | 9,680,860 | $117.3M | 5.84% |
| 7 | CRITEO S A | CRTO | 2,851,418 | $107.6M | 5.35% |
| 8 | SPROUT SOCIAL INC | SPT | 2,963,270 | $105.7M | 5.26% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 2,835,742 | $102.9M | 5.12% |
| 10 | GUARDANT HEALTH INC | GH | 3,131,808 | $90.4M | 4.50% |
| 11 | US FOODS HLDG CORP | USFD | 1,371,709 | $72.7M | 3.62% |
| 12 | OMNICELL COM | OMCL | 2,474,367 | $67.0M | 3.33% |
| 13 | SPRINKLR INC | CXM | 6,177,793 | $59.4M | 2.96% |
| 14 | BIGCOMMERCE HLDGS INC | CMRC | 6,852,922 | $55.2M | 2.75% |
| 15 | BATH & BODY WORKS INC | BBWI | 1,263,000 | $49.3M | 2.45% |
| 16 | OPENLANE INC | OPLN | 2,611,098 | $43.3M | 2.15% |
| 17 | MIRUM PHARMACEUTICALS INC | MIRM | 1,235,121 | $42.2M | 2.10% |
| 18 | NUTANIX INC | NTNX | 731,000 | $41.6M | 2.07% |
| 19 | SMARTSHEET INC | 83200N103 | 821,750 | $36.2M | 1.80% |
| 20 | LITHIA MTRS INC | 536797103 | 141,750 | $35.8M | 1.78% |
| 21 | CRYOPORT INC | CYRX | 4,620,433 | $31.9M | 1.59% |
| 22 | MAXCYTE INC | MXCT | 7,622,941 | $29.9M | 1.49% |
| 23 | AURORA INNOVATION INC | AUROW | 9,696,961 | $26.9M | 1.34% |
| 24 | GROUP 1 AUTOMOTIVE INC | GPI | 89,360 | $26.6M | 1.32% |
| 25 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 2,120,983 | $25.3M | 1.26% |
| 26 | CATALENT INC | 148806102 | 216,000 | $12.1M | 0.60% |
| 27 | BOWLERO CORP | LUCK | 134,343 | $1.9M | 0.10% |
| 28 | NANO X IMAGING LTD | NNOX | 170,000 | $1.2M | 0.06% |
| 29 | MICROVISION INC DEL | MVIS | 1,130,644 | $1.2M | 0.06% |