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CADIAN CAPITAL MANAGEMENT, LP

13F
CADIAN CAPITAL MANAGEMENT, LP
Last update 2025-05-15 30 Stocks (6 new)
Value $2.34 Bil Turnover 35 %
Countries:
CADIAN CAPITAL MANAGEMENT, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ESTC
Elastic NV
2,549,595
227,168.9
+34.36%
9.720
+2.49%
2.440
+5.56%
-14.95%
8,893.4
Software
GH
Guardant Health Inc
4,595,087
195,750.7
-12.00%
8.380
-1.10%
3.710
+14.96%
+64.48%
6,225.4
Medical Diagnostics & Research
BRZE
Braze Inc
4,556,615
164,402.7
+24.04%
7.030
+1.36%
4.350
-8.82%
-36.80%
2,795.5
Software
CRTO
Criteo SA
4,452,189
157,652.0
+72.28%
6.750
+2.83%
8.380
-16.41%
-40.02%
1,261.1
Media - Diversified
ROKU
Roku Inc
2,086,800
146,994.2
+77.03%
6.290
+2.74%
1.420
+47.77%
+19.71%
13,051.6
Media - Diversified
PCOR
Procore Technologies Inc
1,973,754
130,307.2
+103.98%
5.580
+2.84%
1.320
+18.10%
-4.48%
10,676.0
Software
NTNX
Nutanix Inc
1,726,792
120,547.4
+18.62%
5.160
+0.81%
0.650
+22.09%
+18.34%
19,408.8
Software
SPT
Sprout Social Inc
5,061,146
111,294.6
+11.27%
4.760
+0.48%
8.700
-4.12%
-38.62%
1,096.6
Software
EVH
Evolent Health Inc
10,794,606
102,224.9
+106.60%
4.370
+2.25%
9.190
+11.47%
-0.62%
1,312.5
Healthcare Providers & Services
IQV
IQVIA Holdings Inc
527,000
92,910.1
+31.75%
3.980
+0.96%
0.300
+11.85%
-17.15%
28,164.4
Medical Diagnostics & Research

CADIAN CAPITAL MANAGEMENT, LP's Historical Top Holdings Breakdowns

CADIAN CAPITAL MANAGEMENT, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RELY
Remitly Global Inc
2025-03-31
Reduce
Reduce
-3.26%
19.49 ($22.93) 27.14
$17.36
-24.29%
Reduce -45.5%
3,002,788
-2,507,026
GLBE
Global E Online Ltd
2025-03-31
Add
Add
+3.07%
35.65 ($49.1) 62.84
$32.99
-32.81%
Add 479.52%
2,434,000
2,014,000
FLYW
Flywire Corp
2025-03-31
New Buy
New Buy
+2.86%
9.5 ($15.74) 21.27
$11.14
-29.22%
New holding
7,029,707
7,029,707
PCOR
Procore Technologies Inc
2025-03-31
Add
Add
+2.84%
65.21 ($75.46) 88.33
$71.57
-5.16%
Add 103.98%
1,973,754
1,006,120
CRTO
Criteo SA
2025-03-31
Add
Add
+2.83%
34.81 ($38.86) 45.89
$23.73
-38.93%
Add 72.28%
4,452,189
1,867,856
ROKU
Roku Inc
2025-03-31
Add
Add
+2.74%
67.36 ($80.02) 99.07
$88.99
11.21%
Add 77.03%
2,086,800
908,000
ESTC
Elastic NV
2025-03-31
Add
Add
+2.49%
89.1 ($103.79) 117.76
$84.27
-18.81%
Add 34.36%
2,549,595
651,945
EVH
Evolent Health Inc
2025-03-31
Add
Add
+2.25%
8.55 ($10.1) 12.6
$11.18
10.69%
Add 106.6%
10,794,606
5,569,605
ACVA
ACV Auctions Inc
2025-03-31
New Buy
New Buy
+2.22%
13.1 ($18.42) 22.25
$16.10
-12.60%
New holding
3,678,018
3,678,018
BBWI
Bath & Body Works Inc
2025-03-31
Add
Add
+2.10%
28.45 ($35.4) 41.08
$32.84
-7.23%
Add 159.86%
2,625,284
1,615,000

CADIAN CAPITAL MANAGEMENT, LP Total Holding History ($B)

To

CADIAN CAPITAL MANAGEMENT, LP's Asset Allocation

To

CADIAN CAPITAL MANAGEMENT, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CADIAN CAPITAL MANAGEMENT, LP's Hypothetical Growth since 2025-03-31

CADIAN CAPITAL MANAGEMENT, LP's Yearly Returns

Year Portfolio % % Excess Gain %

CADIAN CAPITAL MANAGEMENT, LP's Holdings Heat Map

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CADIAN CAPITAL MANAGEMENT, LP's Holdings Bubble Chart

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