Cadian Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Cadian Capital Management, LP reported 28 stock positions worth $1.3 billion. Its top holding was Iqvia (IQV) at 11.9% of the portfolio, followed by Guardant Health (GH, 8.6%) and Flywire Corp.-Voting (FLYW, 7.6%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 12 and reduced 6. The biggest buy was a new position in Spotify Technology (SPOT) and the biggest sale an exit from Draftkings Class A (DKNG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001423686
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001423686-26-000006 ↗ filed Aug 14, 2026
Holdings Value
Holdings 28 stocks · $1.3B
| IQV Iqvia Holdings Inc. | 11.93% | 815,752 | $157.6M | Add +0.3% |
| GH Guardant Health Inc. | 8.60% | 757,393 | $113.6M | Reduce -2.9% |
| FLYW Flywire Corp.-Voting | 7.64% | 5,744,166 | $100.9M | Reduce -13.2% |
| PLNT Planet Fitness Inc. Class A | 6.32% | 1,600,340 | $83.5M | Add +350.8% |
| SPOT Spotify Technology SA | 6.05% | 174,000 | $79.9M | New |
| MNDY Monday.com Ltd. | 5.17% | 944,029 | $68.3M | Add +75.0% |
| VRNS Varonis Systems Inc. | 5.04% | 1,585,693 | $66.5M | New |
| DHR Danaher Corp. | 4.70% | 326,063 | $62.1M | New |
| EVH Evolent Health Inc. Class A | 4.44% | 10,814,473 | $58.6M | No change |
| HQY Healthequity Inc. | 4.28% | 626,700 | $56.6M | Reduce -24.7% |
| INTA Intapp Inc. | 4.16% | 2,180,252 | $55.0M | Add +74.7% |
| SIBN Si-Bone Inc. | 4.13% | 3,347,574 | $54.6M | Add +77.4% |
| BSX Boston Scientific Corp. | 3.57% | 1,105,132 | $47.2M | Add +550.1% |
| TCMD Tactile Systems Technology I | 3.55% | 1,576,940 | $47.0M | Add +51.5% |
| CYRX Cryoport Inc. | 3.47% | 2,920,681 | $45.9M | Reduce -38.9% |
| AMZN Amazon.com Inc. | 3.24% | 179,700 | $42.8M | New |
| PCOR Procore Technologies Inc. | 2.60% | 845,000 | $34.3M | Add +156.1% |
| NTNX Nutanix Inc. Class A | 2.31% | 599,504 | $30.6M | Reduce -29.5% |
| ALKT Alkami Technology Inc. | 2.03% | 1,476,832 | $26.8M | Add +10.6% |
| VRSN Verisign Inc. | 1.50% | 79,000 | $19.9M | Add +75.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.30% | 35,900 | $17.1M | Reduce -24.7% |
| EQIX Equinix Inc. | 1.07% | 13,600 | $14.2M | New |
| OABI Omniab Inc. | 0.78% | 4,211,821 | $10.4M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.62% | 14,500 | $8.2M | New |
| WK Workiva Inc. | 0.53% | 144,200 | $7.0M | New |
| SHC Sotera Health Co. | 0.47% | 350,000 | $6.2M | New |
| MDLN Medline Inc. Class A | 0.30% | 100,000 | $3.9M | New |
| MXCT Maxcyte Inc. | 0.20% | 2,201,166 | $2.7M | Add +27.8% |
Portfolio Sells Q1 2026 → Q2 2026
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −9.64 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −5.36 |
| HQY Healthequity Inc. | Reduce -24.7% | 4.28% | −4.19 |
| FLYW Flywire Corp.-Voting | Reduce -13.2% | 7.64% | −1.74 |
| NTNX Nutanix Inc. Class A | Reduce -29.5% | 2.31% | −1.62 |
| CYRX Cryoport Inc. | Reduce -38.9% | 3.47% | −1.35 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.83 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.7% | 1.30% | −0.67 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.62 |
| GH Guardant Health Inc. | Reduce -2.9% | 8.60% | −0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| SPOT Spotify Technology SA | New | 6.05% | +6.05 |
| VRNS Varonis Systems Inc. | New | 5.04% | +5.04 |
| DHR Danaher Corp. | New | 4.70% | +4.70 |
| AMZN Amazon.com Inc. | New | 3.24% | +3.24 |
| PLNT Planet Fitness Inc. Class A | Add +350.8% | 6.32% | +3.10 |
| BSX Boston Scientific Corp. | Add +550.1% | 3.57% | +2.27 |
| SIBN Si-Bone Inc. | Add +77.4% | 4.13% | +1.23 |
| EQIX Equinix Inc. | New | 1.07% | +1.07 |
| MNDY Monday.com Ltd. | Add +75.0% | 5.17% | +0.63 |
| META Meta Platforms Inc. Class A | New | 0.62% | +0.62 |
| WK Workiva Inc. | New | 0.53% | +0.53 |
| SHC Sotera Health Co. | New | 0.47% | +0.47 |
| PCOR Procore Technologies Inc. | Add +156.1% | 2.60% | +0.31 |
| MDLN Medline Inc. Class A | New | 0.30% | +0.30 |
| INTA Intapp Inc. | Add +74.7% | 4.16% | +0.25 |
| TCMD Tactile Systems Technology I | Add +51.5% | 3.55% | +0.24 |
| VRSN Verisign Inc. | Add +75.6% | 1.50% | +0.14 |
| MXCT Maxcyte Inc. | Add +27.8% | 0.20% | +0.06 |
| OABI Omniab Inc. | Add +1.3% | 0.78% | −0.01 |
| ALKT Alkami Technology Inc. | Add +10.6% | 2.03% | −0.52 |
| IQV Iqvia Holdings Inc. | Add +0.3% | 11.93% | −4.96 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $1.3B | IQV, GH, FLYW, PLNT, SPOT |
| Q1 2026 | 23 | $821.2M | IQV, DKNG, FLYW, GH, HQY |
| Q4 2025 | 26 | $1.4B | DKNG, GLBE, IQV, FLYW, GH |
| Q3 2025 | 26 | $1.7B | GLBE, FLYW, IQV, GH, CFLT |
| Q2 2025 | 24 | $1.8B | GLBE, GH, CRTO, EVH, PCOR |
| Q1 2025 | 30 | $2.3B | ESTC, GH, BRZE, CRTO, ROKU |
| Q4 2024 | 26 | $1.7B | ESTC, GH, BRZE, SPT, RELY |
| Q3 2024 | 27 | $2.0B | ESTC, PCOR, RELY, GH, BRZE |
| Q2 2024 | 29 | $2.0B | BRZE, VRNS, PLNT, PCOR, ESTC |
| Q1 2024 | 36 | $2.8B | PLNT, PCOR, BRZE, VRNS, CRTO |