Holdings of CADIAN CAPITAL MANAGEMENT, LP
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 78.7 % of the equity sleeve
Sector breakdown
- Health care 19.2 %
- Technology 7.7 %
- Unattributed 73.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.9 %
- TW 2.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 761M $ | 97.93 % |
| 2 | TW | 1 | 16.1M $ | 2.07 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | IQVIA Holdings Inc | 813,152 | 138.7M $ | |
| 2 | DraftKings Inc | 3,662,983 | 79.2M $ | |
| 3 | Flywire Corp | 6,618,119 | 77M $ | |
| 4 | Guardant Health Inc | 779,648 | 72M $ | |
| 5 | HealthEquity Inc | 832,700 | 69.6M $ | |
| 6 | Palo Alto Networks Inc | 274,500 | 44M $ | |
| 7 | CryoPort Inc | 4,776,343 | 39.5M $ | |
| 8 | Nutanix Inc | 850,000 | 32.3M $ | |
| 9 | Intapp Inc | 1,248,372 | 32.1M $ | |
| 10 | Tactile Systems Technology Inc | 1,041,072 | 27.2M $ | |
| 11 | Planet Fitness Inc | 355,000 | 26.4M $ | |
| 12 | Evolent Health Inc | 10,814,473 | 24.7M $ | |
| 13 | SI-BONE Inc | 1,887,472 | 23.8M $ | |
| 14 | Alkami Technology Inc | 1,335,000 | 20.9M $ | |
| 15 | Procore Technologies Inc | 330,000 | 18.8M $ | |
| 16 | Taiwan Semiconductor Manufacturing Co Ltd | 47,700 | 16.1M $ | |
| 17 | VeriSign Inc | 45,000 | 11.2M $ | |
| 18 | Boston Scientific Corp | 170,000 | 10.7M $ | |
| 19 | OmniAb Inc | 4,157,129 | 6.5M $ | |
| 20 | Pegasystems Inc | 119,683 | 5.1M $ | |
| 21 | MaxCyte Inc | 1,722,942 | 1.2M $ |