13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001649
Total Value
$1.74B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 1,897,650 | $188.0M | 10.83% |
| 2 | GUARDANT HEALTH INC | GH | 5,221,565 | $159.5M | 9.19% |
| 3 | BRAZE INC | BRZE | 3,673,650 | $153.9M | 8.86% |
| 4 | SPROUT SOCIAL INC | SPT | 4,548,323 | $139.7M | 8.04% |
| 5 | REMITLY GLOBAL INC | RELY | 5,509,814 | $124.4M | 7.16% |
| 6 | CRITEO S A | CRTO | 2,584,333 | $102.2M | 5.89% |
| 7 | NUTANIX INC | NTNX | 1,455,792 | $89.1M | 5.13% |
| 8 | ROKU INC | ROKU | 1,178,800 | $87.6M | 5.05% |
| 9 | IQVIA HLDGS INC | IQV | 400,000 | $78.6M | 4.53% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 967,634 | $72.5M | 4.17% |
| 11 | PLANET FITNESS INC | PLNT | 641,976 | $63.5M | 3.65% |
| 12 | US FOODS HLDG CORP | USFD | 879,496 | $59.3M | 3.42% |
| 13 | EVOLENT HEALTH INC | EVH | 5,225,001 | $58.8M | 3.38% |
| 14 | BATH & BODY WORKS INC | BBWI | 1,010,284 | $39.2M | 2.26% |
| 15 | MAXCYTE INC | MXCT | 9,344,424 | $38.9M | 2.24% |
| 16 | CRYOPORT INC | CYRX | 4,927,027 | $38.3M | 2.21% |
| 17 | OPENLANE INC | OPLN | 1,902,194 | $37.7M | 2.17% |
| 18 | MONDAY COM LTD | MNDY | 150,000 | $35.3M | 2.03% |
| 19 | LITHIA MTRS INC | 536797103 | 87,141 | $31.1M | 1.79% |
| 20 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 1,739,454 | $29.8M | 1.72% |
| 21 | GROUP 1 AUTOMOTIVE INC | GPI | 62,537 | $26.4M | 1.52% |
| 22 | CONFLUENT INC | 20717M103 | 845,859 | $23.7M | 1.36% |
| 23 | GLOBAL E ONLINE LTD | GLBE | 420,000 | $22.9M | 1.32% |
| 24 | PARAGON 28 INC | 69913P105 | 1,402,920 | $14.5M | 0.83% |
| 25 | SERVICETITAN INC | TTAN | 125,000 | $12.9M | 0.74% |
| 26 | BIGCOMMERCE HLDGS INC | CMRC | 1,466,679 | $9.0M | 0.52% |