13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005113
Total Value
$1.79B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 5,517,336 | $185.1M | 10.36% |
| 2 | GUARDANT HEALTH INC | GH | 3,179,217 | $165.4M | 9.27% |
| 3 | CRITEO S A | CRTO | 5,002,794 | $119.9M | 6.71% |
| 4 | EVOLENT HEALTH INC | EVH | 10,424,701 | $117.4M | 6.57% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 1,703,477 | $116.6M | 6.53% |
| 6 | FLYWIRE CORPORATION | FLYW | 9,756,543 | $114.2M | 6.39% |
| 7 | CONFLUENT INC | 20717M103 | 4,351,197 | $108.5M | 6.08% |
| 8 | IQVIA HLDGS INC | IQV | 652,300 | $102.8M | 5.76% |
| 9 | SPROUT SOCIAL INC | SPT | 4,771,397 | $99.8M | 5.59% |
| 10 | NUTANIX INC | NTNX | 1,200,699 | $91.8M | 5.14% |
| 11 | ROKU INC | ROKU | 955,876 | $84.0M | 4.71% |
| 12 | BRAZE INC | BRZE | 2,651,487 | $74.5M | 4.17% |
| 13 | SCHRODINGER INC | SDGR | 3,045,952 | $61.3M | 3.43% |
| 14 | ACV AUCTIONS INC | ACVA | 3,401,270 | $55.2M | 3.09% |
| 15 | OPENLANE INC | OPLN | 2,105,494 | $51.5M | 2.88% |
| 16 | ELASTIC N V | ESTC | 583,463 | $49.2M | 2.76% |
| 17 | OMNICELL COM | OMCL | 1,663,060 | $48.9M | 2.74% |
| 18 | CRYOPORT INC | CYRX | 4,969,226 | $37.1M | 2.08% |
| 19 | HUBSPOT INC | HUBS | 43,200 | $24.0M | 1.35% |
| 20 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 2,309,616 | $23.4M | 1.31% |
| 21 | MAXCYTE INC | MXCT | 8,914,476 | $19.4M | 1.09% |
| 22 | FLUTTER ENTMT PLC | G3643J108 | 61,250 | $17.5M | 0.98% |
| 23 | PROS HOLDINGS INC | 74346Y103 | 690,268 | $10.8M | 0.61% |
| 24 | DRAFTKINGS INC NEW | DKNG | 170,000 | $7.3M | 0.41% |