13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003231
Total Value
$2.34B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 2,549,595 | $227.2M | 9.72% |
| 2 | GUARDANT HEALTH INC | GH | 4,595,087 | $195.8M | 8.38% |
| 3 | BRAZE INC | BRZE | 4,556,615 | $164.4M | 7.03% |
| 4 | CRITEO S A | CRTO | 4,452,189 | $157.7M | 6.75% |
| 5 | ROKU INC | ROKU | 2,086,800 | $147.0M | 6.29% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 1,973,754 | $130.3M | 5.58% |
| 7 | NUTANIX INC | NTNX | 1,726,792 | $120.5M | 5.16% |
| 8 | SPROUT SOCIAL INC | SPT | 5,061,146 | $111.3M | 4.76% |
| 9 | EVOLENT HEALTH INC | EVH | 10,794,606 | $102.2M | 4.37% |
| 10 | IQVIA HLDGS INC | IQV | 527,000 | $92.9M | 3.98% |
| 11 | PLANET FITNESS INC | PLNT | 932,973 | $90.1M | 3.86% |
| 12 | GLOBAL E ONLINE LTD | GLBE | 2,434,000 | $86.8M | 3.71% |
| 13 | BATH & BODY WORKS INC | BBWI | 2,625,284 | $79.6M | 3.41% |
| 14 | MONDAY COM LTD | MNDY | 283,855 | $69.0M | 2.95% |
| 15 | FLYWIRE CORPORATION | FLYW | 7,029,707 | $66.8M | 2.86% |
| 16 | REMITLY GLOBAL INC | RELY | 3,002,788 | $62.5M | 2.67% |
| 17 | US FOODS HLDG CORP | USFD | 879,496 | $57.6M | 2.46% |
| 18 | CONFLUENT INC | 20717M103 | 2,281,687 | $53.5M | 2.29% |
| 19 | ACV AUCTIONS INC | ACVA | 3,678,018 | $51.8M | 2.22% |
| 20 | OPENLANE INC | OPLN | 2,362,194 | $45.5M | 1.95% |
| 21 | LITHIA MTRS INC | 536797103 | 112,641 | $33.1M | 1.41% |
| 22 | HUBSPOT INC | HUBS | 57,620 | $32.9M | 1.41% |
| 23 | CRYOPORT INC | CYRX | 4,982,027 | $30.3M | 1.30% |
| 24 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 2,135,592 | $28.2M | 1.21% |
| 25 | MAXCYTE INC | MXCT | 10,027,727 | $27.4M | 1.17% |
| 26 | PARAGON 28 INC | 69913P105 | 2,075,005 | $27.1M | 1.16% |
| 27 | SCHRODINGER INC | SDGR | 1,105,000 | $21.8M | 0.93% |
| 28 | GROUP 1 AUTOMOTIVE INC | GPI | 53,337 | $20.4M | 0.87% |
| 29 | QUANTUM COMPUTING INC | QUBT | 270,000 | $2.2M | 0.09% |
| 30 | COREWEAVE INC | CRWV | 40,000 | $1.5M | 0.06% |