§ 13F · FUND PROFILE
CADIAN CAPITAL MANAGEMENT, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 26Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | 813K | $139M | 16.9% | +48% |
| 2 | DKNG | DRAFTKINGS INC NEW | 3.66M | $79M | 9.6% | −34% |
| 3 | FLYW | FLYWIRE CORPORATION | 6.62M | $77M | 9.4% | −17% |
| 4 | GH | GUARDANT HEALTH INC | 780K | $72M | 8.8% | −15% |
| 5 | HQY | HEALTHEQUITY INC | 833K | $70M | 8.5% | +47% |
| 6 | PANW | PALO ALTO NETWORKS INC | 275K | $44M | 5.4% | NEW |
| 7 | CYRX | CRYOPORT INC | 4.78M | $40M | 4.8% | −4% |
| 8 | MNDY | MONDAY COM LTD | 540K | $37M | 4.5% | +23% |
| 9 | NTNX | NUTANIX INC | 850K | $32M | 3.9% | −38% |
| 10 | INTA | INTAPP INC | 1.25M | $32M | 3.9% | +575% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CADIAN SIGNAL
AC read
CADIAN CAPITAL MANAGEMENT, LP is a Other fund managing $1.7 billion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed