Cadian Capital Management, Lp Top Holdings and 13F Report (2023) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $2.81 billion in total holdings as of June 30, 2023.Cadian Capital Management, Lp owns shares of 36 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 31.21% of the portfolio was purchased this quarter.About 24.85% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 31 new stocks and bought additional shares in 12 stocks.Cadian Capital Management, Lp sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Planet Fitness $354,751,163Procore Technologies $231,413,645Braze $200,848,049Varonis Systems $188,304,008Criteo $184,255,956 Largest New Holdings this Quarter Remitly Global $134,104,861 HoldingElastic $65,957,920 HoldingSmartsheet $29,260,000 HoldingGlobal-E Online $25,502,433 HoldingTKO GROUP HOLDINGS INC $17,282,000 Holding Largest Purchases this Quarter Remitly Global 6,466,001 shares (about $134.10M)Braze 2,934,986 shares (about $130.02M)Guardant Health 5,082,779 shares (about $104.86M)Planet Fitness 1,233,869 shares (about $77.28M)Elastic 658,000 shares (about $65.96M) Largest Sales this Quarter Catalent 2,838,550 shares (about $160.24M)HubSpot 134,950 shares (about $84.55M)Procore Technologies 902,062 shares (about $74.12M)Palo Alto Networks 211,716 shares (about $60.15M)Hyatt Hotels 285,000 shares (about $45.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadian Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLNTPlanet Fitness$354,751,163$77,277,215 ▲27.9%5,664,23712.6%Consumer DiscretionaryPCORProcore Technologies$231,413,645$74,122,434 ▼-24.3%2,816,2798.2%Business ServicesBRZEBraze$200,848,049$130,019,880 ▲183.6%4,533,8167.1%Business ServicesVRNSVaronis Systems$188,304,008$39,662,847 ▲26.7%3,992,0296.7%Computer and TechnologyCRTOCriteo$184,255,956$35,583,214 ▲23.9%5,253,9486.6%Computer and TechnologyCTLTCatalent$182,098,329$160,236,147 ▼-46.8%3,225,8346.5%MedicalCXMSprinklr$156,851,385$21,801,864 ▼-12.2%12,783,3245.6%Business ServicesRELYRemitly Global$134,104,861$134,104,861 ▲New Holding6,466,0014.8%Business ServicesHUBSHubSpot$131,080,738$84,554,272 ▼-39.2%209,2074.7%Computer and TechnologyGHGuardant Health$119,505,031$104,857,731 ▲715.9%5,792,7794.2%MedicalLADLithia Motors$96,275,2000.0%320,0003.4%Retail/WholesaleCYRXCryoport$85,805,511$24,491,313 ▲39.9%4,847,7693.1%TransportationUSFDUS Foods$77,716,800$61,795,650 ▲388.1%1,440,0002.8%Consumer StaplesOMCLOmnicell$67,830,290$65,930,340 ▲3,470.1%2,320,5712.4%MedicalESTCElastic$65,957,920$65,957,920 ▲New Holding658,0002.3%Business ServicesMIRMMirum Pharmaceuticals$57,589,283$8,984,042 ▲18.5%2,292,5672.0%MedicalPEGAPegasystems$56,883,200$38,699,709 ▼-40.5%880,0002.0%Computer and TechnologyBBWIBath & Body Works$52,521,000$15,006,000 ▼-22.2%1,050,0001.9%Retail/WholesaleBIGCBigCommerce$52,042,0990.0%7,553,2801.9%Retail/WholesaleNYTNew York Times$50,430,393$19,126,709 ▼-27.5%1,166,8301.8%Consumer StaplesHHyatt Hotels$47,375,216$45,491,700 ▼-49.0%296,8001.7%Consumer DiscretionaryTCMDTactile Systems Technology$31,330,504$2,974,254 ▲10.5%1,928,0311.1%MedicalAURAurora Innovation$30,148,002$18,588,089 ▲160.8%10,690,7811.1%Business ServicesSMARSmartsheet$29,260,000$29,260,000 ▲New Holding760,0001.0%Computer and TechnologyMXCTMaxCyte$27,488,428$3,836,305 ▲16.2%6,560,4841.0%MedicalGLBEGlobal-E Online$25,502,433$25,502,433 ▲New Holding701,5800.9%Retail/WholesaleTKO GROUP HOLDINGS INC$17,282,000$17,282,000 ▲New Holding200,0000.6%CL APANWPalo Alto Networks$16,763,670$60,154,867 ▼-78.2%59,0000.6%Computer and TechnologyNTNXNutanix$15,121,400$15,121,400 ▲New Holding245,0000.5%Computer and TechnologyGOOGLAlphabet$7,368,101$9,508,590 ▼-56.3%48,8180.3%Computer and TechnologyKAROPENLANE$6,401,000$6,401,000 ▲New Holding370,0000.2%Auto/Tires/TrucksMVISMicroVision$4,748,385$4,748,385 ▲New Holding2,580,6440.2%Computer and TechnologyCDNACareDx$3,209,893$3,209,893 ▲New Holding303,1060.1%MedicalNNOXNano-X Imaging$2,149,400$2,149,400 ▲New Holding220,0000.1%Business ServicesBOWLBowlero$1,840,499$2,119,582 ▼-53.5%134,3430.1%Consumer DiscretionaryARRWWArrowroot Acquisition$58,7500.0%250,0000.0%Financial ServicesIQVIQVIA$0$70,108,140 ▼-100.0%00.0%MedicalLSXMKThe Liberty SiriusXM Group$0$50,394,010 ▼-100.0%00.0%Consumer DiscretionaryLSXMAThe Liberty SiriusXM Group$0$42,373,566 ▼-100.0%00.0%Consumer DiscretionaryMSFTMicrosoft$0$5,076,540 ▼-100.0%00.0%Computer and TechnologyKRNLWKernel Group$0$1,654 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. 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