13F HOLDINGS REPORT
CADIAN CAPITAL MANAGEMENT, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001423686-26-000003
Total Value
$1.38B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRAFTKINGS INC NEW | DKNG | 5,524,221 | $190.4M | 13.75% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 4,385,770 | $172.4M | 12.45% |
| 3 | IQVIA HLDGS INC | IQV | 549,669 | $123.9M | 8.95% |
| 4 | FLYWIRE CORPORATION | FLYW | 7,927,159 | $112.2M | 8.11% |
| 5 | GUARDANT HEALTH INC | GH | 922,628 | $94.2M | 6.81% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 1,056,032 | $76.8M | 5.55% |
| 7 | VARONIS SYS INC | VRNS | 2,282,581 | $74.9M | 5.41% |
| 8 | NUTANIX INC | NTNX | 1,377,589 | $71.2M | 5.14% |
| 9 | MONDAY COM LTD | MNDY | 438,490 | $64.7M | 4.67% |
| 10 | HEALTHEQUITY INC | HQY | 566,700 | $51.9M | 3.75% |
| 11 | OMNICELL COM | OMCL | 1,142,555 | $51.8M | 3.74% |
| 12 | CRYOPORT INC | CYRX | 4,962,552 | $47.6M | 3.44% |
| 13 | EVOLENT HEALTH INC | EVH | 11,085,455 | $44.3M | 3.20% |
| 14 | CONFLUENT INC | 20717M103 | 1,272,854 | $38.5M | 2.78% |
| 15 | OPENLANE INC | OPLN | 1,279,418 | $38.1M | 2.75% |
| 16 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 1,084,094 | $31.4M | 2.27% |
| 17 | ALKAMI TECHNOLOGY INC | ALKT | 1,169,000 | $27.0M | 1.95% |
| 18 | SI-BONE INC | SIBN | 1,171,100 | $23.1M | 1.67% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 57,000 | $17.3M | 1.25% |
| 20 | META PLATFORMS INC | META | 13,700 | $9.0M | 0.65% |
| 21 | INTAPP INC | INTA | 185,000 | $8.5M | 0.61% |
| 22 | OMNIAB INC | OABIW | 4,434,954 | $8.2M | 0.59% |
| 23 | MAXCYTE INC | MXCT | 3,683,052 | $5.7M | 0.41% |
| 24 | UNITY SOFTWARE INC | U | 13,000 | $574,210 | 0.04% |
| 25 | HIMS & HERS HEALTH INC | HIMS | 12,635 | $410,258 | 0.03% |
| 26 | GOGO INC | GOGO | 50,000 | $233,000 | 0.02% |