Cadian Capital Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Cadian Capital Management, LP reported 23 stock positions worth $821.2 million. Its top holding was Iqvia (IQV) at 16.9% of the portfolio, followed by Draftkings Class A (DKNG, 9.6%) and Flywire Corp.-Voting (FLYW, 9.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 8, added to 6 and reduced 12. The biggest buy was Iqvia (IQV, shares +48%) and the biggest sale Global-E Online (GLBE, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001423686
- Portfolio Value
- $821.2M (Q1 2026)
- SEC Filing
- 0001423686-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 23 stocks · $821.2M
| IQV Iqvia Holdings Inc. | 16.89% | 813,152 | $138.7M | Add +47.9% |
| DKNG Draftkings Inc. Class A | 9.64% | 3,662,983 | $79.2M | Reduce -33.7% |
| FLYW Flywire Corp.-Voting | 9.38% | 6,618,119 | $77.0M | Reduce -16.5% |
| GH Guardant Health Inc. | 8.77% | 779,648 | $72.0M | Reduce -15.5% |
| HQY Healthequity Inc. | 8.47% | 832,700 | $69.6M | Add +46.9% |
| PANW Palo Alto Networks Inc. | 5.36% | 274,500 | $44.0M | New |
| CYRX Cryoport Inc. | 4.82% | 4,776,343 | $39.5M | Reduce -3.8% |
| MNDY Monday.com Ltd. | 4.54% | 539,610 | $37.3M | Add +23.1% |
| NTNX Nutanix Inc. Class A | 3.93% | 850,000 | $32.3M | Reduce -38.3% |
| INTA Intapp Inc. | 3.91% | 1,248,372 | $32.1M | Add +574.8% |
| TCMD Tactile Systems Technology I | 3.31% | 1,041,072 | $27.2M | Reduce -4.0% |
| PLNT Planet Fitness Inc. Class A | 3.22% | 355,000 | $26.4M | New |
| EVH Evolent Health Inc. Class A | 3.00% | 10,814,473 | $24.7M | Reduce -2.4% |
| SIBN Si-Bone Inc. | 2.90% | 1,887,472 | $23.8M | Add +61.2% |
| ALKT Alkami Technology Inc. | 2.55% | 1,335,000 | $20.9M | Add +14.2% |
| PCOR Procore Technologies Inc. | 2.29% | 330,000 | $18.8M | Reduce -68.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.96% | 47,700 | $16.1M | Reduce -16.3% |
| VRSN Verisign Inc. | 1.36% | 45,000 | $11.2M | New |
| BSX Boston Scientific Corp. | 1.30% | 170,000 | $10.7M | New |
| GLBE Global-E Online Ltd. | 0.83% | 221,695 | $6.8M | Reduce -95.0% |
| OABI Omniab Inc. | 0.79% | 4,157,129 | $6.5M | Reduce -6.3% |
| PEGA Pegasystems Inc. | 0.62% | 119,683 | $5.1M | New |
| MXCT Maxcyte Inc. | 0.15% | 1,722,942 | $1.2M | Reduce -53.2% |
Portfolio Sells Q4 2025 → Q1 2026
| GLBE Global-E Online Ltd. | Reduce -95.0% | 0.83% | −11.62 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −5.41 |
| DKNG Draftkings Inc. Class A | Reduce -33.7% | 9.64% | −4.11 |
| OMCL Omnicell Inc. | Sold out | 0.00% | −3.74 |
| PCOR Procore Technologies Inc. | Reduce -68.8% | 2.29% | −3.26 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −2.78 |
| OPLN Openlane Inc. | Sold out | 0.00% | −2.75 |
| NTNX Nutanix Inc. Class A | Reduce -38.3% | 3.93% | −1.21 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.65 |
| MXCT Maxcyte Inc. | Reduce -53.2% | 0.15% | −0.27 |
| EVH Evolent Health Inc. Class A | Reduce -2.4% | 3.00% | −0.20 |
| U Unity Software Inc. | Sold out | 0.00% | −0.04 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.03 |
| GOGO Gogo Inc. | Sold out | 0.00% | −0.02 |
| OABI Omniab Inc. | Reduce -6.3% | 0.79% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.3% | 1.96% | +0.71 |
| TCMD Tactile Systems Technology I | Reduce -4.0% | 3.31% | +1.04 |
| FLYW Flywire Corp.-Voting | Reduce -16.5% | 9.38% | +1.27 |
| CYRX Cryoport Inc. | Reduce -3.8% | 4.82% | +1.37 |
| GH Guardant Health Inc. | Reduce -15.5% | 8.77% | +1.96 |
Portfolio Buys Q4 2025 → Q1 2026
| IQV Iqvia Holdings Inc. | Add +47.9% | 16.89% | +7.94 |
| PANW Palo Alto Networks Inc. | New | 5.36% | +5.36 |
| HQY Healthequity Inc. | Add +46.9% | 8.47% | +4.72 |
| INTA Intapp Inc. | Add +574.8% | 3.91% | +3.29 |
| PLNT Planet Fitness Inc. Class A | New | 3.22% | +3.22 |
| VRSN Verisign Inc. | New | 1.36% | +1.36 |
| BSX Boston Scientific Corp. | New | 1.30% | +1.30 |
| SIBN Si-Bone Inc. | Add +61.2% | 2.90% | +1.23 |
| PEGA Pegasystems Inc. | New | 0.62% | +0.62 |
| ALKT Alkami Technology Inc. | Add +14.2% | 2.55% | +0.60 |
| MNDY Monday.com Ltd. | Add +23.1% | 4.54% | −0.13 |
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 |