§ 13F · FUND PROFILE
CADIAN CAPITAL MANAGEMENT, LP.
AUM · $1.3B (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$291M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | 816K | $158M | 11.9% | ±0% |
| 2 | GH | GUARDANT HEALTH INC | 757K | $114M | 8.6% | −3% |
| 3 | FLYW | FLYWIRE CORPORATION | 5.74M | $101M | 7.6% | −13% |
| 4 | PLNT | PLANET FITNESS MASTER ISSUER | 1.60M | $83M | 6.3% | +351% |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 174K | $80M | 6.0% | NEW |
| 6 | MNDY | MONDAY COM LTD | 944K | $68M | 5.2% | +75% |
| 7 | VRNS | VARONIS SYS INC | 1.59M | $67M | 5.0% | NEW |
| 8 | DHR | DANAHER CORP DEL | 326K | $62M | 4.7% | NEW |
| 9 | EVH | EVOLENT HEALTH INC | 10.81M | $59M | 4.4% | ±0% |
| 10 | HQY | HEALTHEQUITY INC | 627K | $57M | 4.3% | −25% |
§ 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 $1.3 billion in assets. The fund runs a focused portfolio of just 28 positions.
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