13FBOX
CADIAN CAPITAL MANAGEMENT, LP · 13F Holdings
Options Calculator Rankings

CADIAN CAPITAL MANAGEMENT, LP

No.2303 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.32B
QoQ Change Q1 2026
+$500.2M+60.9%
Holdings
28
New Buys
9
Adds
12
Reduces
6
Exits
4
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IQVIA HLDGS INCIQV
11.93%16.89%$157.6M815,752$138.7M813,152+2,600+0.32%Add
GUARDANT HEALTH INCGH
8.6%8.77%$113.6M757,393$72.0M779,648-22,255-2.85%Reduce
FLYWIRE CORPORATIONFLYW
7.64%9.38%$100.9M5.7M$77.0M6.6M-873,953-13.21%Reduce
PLANET FITNESS MASTER ISSUERPLNT
6.32%3.22%$83.5M1.6M$26.4M355,000+1.2M+350.80%Add
SPOTIFY TECHNOLOGY S A SHSSPOT
6.05%$79.9M174,000$00+174,000New Buy
MMONDAY COM LTDMNDY
5.17%4.54%$68.3M944,029$37.3M539,610+404,419+74.95%Add
Varonis Systems, Inc.VRNS
5.04%$66.5M1.6M$00+1.6MNew Buy
DANAHER CORP DEL COMDHR
4.7%$62.1M326,063$00+326,063New Buy
EEVOLENT HEALTH INCEVH
4.44%3%$58.6M10.8M$24.7M10.8M00.00%Unchanged
HHEALTHEQUITY INCHQY
4.28%8.47%$56.6M626,700$69.6M832,700-206,000-24.74%Reduce
IINTAPP INCINTA
4.16%3.91%$55.0M2.2M$32.1M1.2M+931,880+74.65%Add
SSI BONE INCSIBN
4.13%2.9%$54.6M3.3M$23.8M1.9M+1.5M+77.36%Add
BOSTON SCIENTIFIC CORP COMBSX
3.57%1.3%$47.2M1.1M$10.7M170,000+935,132+550.08%Add
TTACTILE SYS TECHNOLOGY INCTCMD
3.55%3.31%$47.0M1.6M$27.2M1.0M+535,868+51.47%Add
CRYOPORT INC COM PAR $0.001CYRX
3.47%4.82%$45.9M2.9M$39.5M4.8M-1.9M-38.85%Reduce
AMAZON COM INCAMZN
3.24%$42.8M179,700$00+179,700New Buy
PPROCORE TECHNOLOGIES INCPCOR
2.6%2.29%$34.3M845,000$18.8M330,000+515,000+156.06%Add
NNUTANIX INCNTNX
2.31%3.93%$30.6M599,504$32.3M850,000-250,496-29.47%Reduce
ALKAMI TECHNOLOGY INCALKT
2.03%2.55%$26.8M1.5M$20.9M1.3M+141,832+10.62%Add
VERISIGN INCVRSN
1.5%1.36%$19.9M79,000$11.2M45,000+34,000+75.56%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
1.3%1.96%$17.1M35,900$16.1M47,700-11,800-24.74%Reduce
EQUINIX INCEQIX
1.07%$14.2M13,600$00+13,600New Buy
OOMNIAB INC COMOABI
0.78%0.79%$10.4M4.2M$6.5M4.2M+54,692+1.32%Add
META PLATFORMS INCMETA
0.62%$8.2M14,500$00+14,500New Buy
WWORKIVA INCWK
0.53%$7.0M144,200$00+144,200New Buy
SOTERA HEALTH COSHC
0.47%$6.2M350,000$00+350,000New Buy
MMEDLINE INC COM CL AMDLN
0.3%$3.9M100,000$00+100,000New Buy
MMAXCYTE INC COMMXCT
0.2%0.15%$2.7M2.2M$1.2M1.7M+478,224+27.76%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow