CADIAN CAPITAL MANAGEMENT, LP

NEW YORK, NY · CIK 1423686 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$2.7bn
Staff20 · 9 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $2.7bn gross assets
Websitecadiancap.com
Form ADV · 2026-09-18SEC adviser record

Legal entityCADIAN CAPITAL MANAGEMENT, LP (US)

$1.3bn reported value +60.9% vs Q1 2026

28positions

64.2%in top 10

9 new 12 added 6 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	IQVIA HLDGS INC COM IQV	IQV	815,752	$157.6m11.93%	11.93%	Added +2.6k	+2,600 0.3%
2	GUARDANT HEALTH INC COM GH	GH	757,393	$113.6m8.60%	8.60%	Reduced -22.3k	-22,255 -2.9%
3	FLYWIRE CORPORATION COM VTG FLYW	FLYW	5,744,166	$100.9m7.64%	7.64%	Reduced -874.0k	-873,953 -13.2%
4	PLANET FITNESS INC CL A PLNT	PLNT	1,600,340	$83.5m6.32%	6.32%	Added +1.2m	+1,245,340 350.8%
5	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	174,000	$79.9m6.05%	6.05%	New
6	MONDAY COM LTD SHS MNDY	MNDY	944,029	$68.3m5.17%	5.17%	Added +404.4k	+404,419 75.0%
7	VARONIS SYS INC COM VRNS	VRNS	1,585,693	$66.5m5.04%	5.04%	New
8	DANAHER CORPORATION COM DHR	DHR	326,063	$62.1m4.70%	4.70%	New
9	EVOLENT HEALTH INC CL A EVH	EVH	10,814,473	$58.6m4.44%	4.44%	Unchanged
10	HEALTHEQUITY INC COM HQY	HQY	626,700	$56.6m4.28%	4.28%	Reduced -206.0k	-206,000 -24.7%
11	INTAPP INC COM INTA	INTA	2,180,252	$55.0m4.16%	4.16%	Added +931.9k	+931,880 74.7%
12	SI-BONE INC COM SIBN	SIBN	3,347,574	$54.6m4.13%	4.13%	Added +1.5m	+1,460,102 77.4%
13	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,105,132	$47.2m3.57%	3.57%	Added +935.1k	+935,132 550.1%
14	TACTILE SYS TECHNOLOGY INC COM TCMD	TCMD	1,576,940	$47.0m3.55%	3.55%	Added +535.9k	+535,868 51.5%
15	CRYOPORT INC COM PAR $0.001 CYRX	CYRX	2,920,681	$45.9m3.47%	3.47%	Reduced -1.9m	-1,855,662 -38.9%
16	AMAZON COM INC COM AMZN	AMZN	179,700	$42.8m3.24%	3.24%	New
17	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	845,000	$34.3m2.60%	2.60%	Added +515.0k	+515,000 156.1%
18	NUTANIX INC CL A NTNX	NTNX	599,504	$30.6m2.31%	2.31%	Reduced -250.5k	-250,496 -29.5%
19	ALKAMI TECHNOLOGY INC COM ALKT	ALKT	1,476,832	$26.8m2.03%	2.03%	Added +141.8k	+141,832 10.6%
20	VERISIGN INC COM VRSN	VRSN	79,000	$19.9m1.50%	1.50%	Added +34.0k	+34,000 75.6%
21	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	35,900	$17.1m1.30%	1.30%	Reduced -11.8k	-11,800 -24.7%
22	EQUINIX INC COM EQIX	EQIX	13,600	$14.2m1.07%	1.07%	New
23	OMNIAB INC COM OABI	OABI	4,211,821	$10.4m0.78%	0.78%	Added +54.7k	+54,692 1.3%
24	META PLATFORMS INC CL A META	META	14,500	$8.2m0.62%	0.62%	New
25	WORKIVA INC COM CL A WK	WK	144,200	$7.0m0.53%	0.53%	New
26	SOTERA HEALTH CO COM SHC	SHC	350,000	$6.2m0.47%	0.47%	New
27	MEDLINE INC COM CL A MDLN	MDLN	100,000	$3.9m0.30%	0.30%	New
28	MAXCYTE INC COM MXCT	MXCT	2,201,166	$2.7m0.20%	0.20%	Added +478.2k	+478,224 27.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DRAFTKINGS INC NEW DKNG	DKNG	3,662,983	$79.2m3.7m shares
PALO ALTO NETWORKS INC PANW	PANW	274,500	$44.0m274.5k shares
GLOBAL E ONLINE LTD GLBE	GLBE	221,695	$6.8m221.7k shares
PEGASYSTEMS INC PEGA	PEGA	119,683	$5.1m119.7k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
EVOLENT HEALTH INC EVH · 13G · filed 2025-05-15	EVH	9.3%≈ $58.5m	new	13G	2025-05-15
SI-BONE INC SIBN · 13G · filed 2026-08-14	SIBN	7.5%≈ $54.6m	new	13G	2026-08-14
TACTILE SYS TECHNOLOGY INC TCMD · 13G · filed 2026-08-14	TCMD	7.0%≈ $47.0m	+2.1 pts	13G	2026-08-14
CRYOPORT INC CYRX · 13G · filed 2026-08-14	CYRX	5.8%≈ $45.9m	-4.2 pts	13G	2026-08-14