13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005779
Total Value
$1.95B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 2,528,676 | $194.1M | 9.93% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 2,821,710 | $174.2M | 8.91% |
| 3 | REMITLY GLOBAL INC | RELY | 12,601,326 | $168.7M | 8.64% |
| 4 | GUARDANT HEALTH INC | GH | 6,930,474 | $159.0M | 8.14% |
| 5 | BRAZE INC | BRZE | 4,496,854 | $145.4M | 7.44% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 3,345,115 | $128.6M | 6.58% |
| 7 | SPROUT SOCIAL INC | SPT | 4,285,056 | $124.6M | 6.37% |
| 8 | PLANET FITNESS INC | PLNT | 1,468,563 | $119.3M | 6.10% |
| 9 | CRITEO S A | CRTO | 1,870,548 | $75.3M | 3.85% |
| 10 | BATH & BODY WORKS INC | BBWI | 2,245,700 | $71.7M | 3.67% |
| 11 | US FOODS HLDG CORP | USFD | 1,152,538 | $70.9M | 3.63% |
| 12 | CONFLUENT INC | 20717M103 | 2,531,170 | $51.6M | 2.64% |
| 13 | NUTANIX INC | NTNX | 863,900 | $51.2M | 2.62% |
| 14 | OPENLANE INC | OPLN | 2,446,237 | $41.3M | 2.11% |
| 15 | PEGASYSTEMS INC | PEGA | 546,506 | $39.9M | 2.04% |
| 16 | SPRINKLR INC | CXM | 4,646,473 | $35.9M | 1.84% |
| 17 | LITHIA MTRS INC | 536797103 | 112,063 | $35.6M | 1.82% |
| 18 | CRYOPORT INC | CYRX | 4,318,006 | $35.0M | 1.79% |
| 19 | OMNICELL COM | OMCL | 800,000 | $34.9M | 1.79% |
| 20 | HUBSPOT INC | HUBS | 61,000 | $32.4M | 1.66% |
| 21 | MAXCYTE INC | MXCT | 8,188,948 | $31.9M | 1.63% |
| 22 | GROUP 1 AUTOMOTIVE INC | GPI | 80,424 | $30.8M | 1.58% |
| 23 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 1,934,556 | $28.3M | 1.45% |
| 24 | BIGCOMMERCE HLDGS INC | CMRC | 3,747,000 | $21.9M | 1.12% |
| 25 | AURORA INNOVATION INC | AUROW | 3,150,000 | $18.6M | 0.95% |
| 26 | MIRUM PHARMACEUTICALS INC | MIRM | 475,714 | $18.6M | 0.95% |
| 27 | PARAGON 28 INC | 69913P105 | 1,900,000 | $12.7M | 0.65% |
| 28 | GUARDANT HEALTH INC | GH | 77,500 | $1.8M | 0.09% |