Cadian Capital Management, Lp Top Holdings and 13F Report (2023) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $2.34 billion in total holdings as of June 30, 2023.Cadian Capital Management, Lp owns shares of 30 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 34.93% of the portfolio was purchased this quarter.About 4.46% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 26 new stocks and bought additional shares in 20 stocks.Cadian Capital Management, Lp sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Elastic $227,168,915Guardant Health $195,750,706Braze $164,402,669Criteo $157,652,012Roku $146,994,192 Largest New Holdings this Quarter 302492103 - Flywire $66,782,217 Holding00091G104 - ACV Auctions $51,823,274 Holding443573100 - HubSpot $32,917,730 Holding80810D103 - Schrödinger $21,812,700 Holding74766W108 - Quantum Computing $2,160,000 Holding Largest Purchases this Quarter Global-E Online 2,014,000 shares (about $71.80M)Flywire 7,029,707 shares (about $66.78M)Procore Technologies 1,006,120 shares (about $66.42M)Criteo 1,867,856 shares (about $66.14M)Roku 908,000 shares (about $63.96M) Largest Sales this Quarter REMITLY GLOBAL INC 2,507,026 shares (about $52.15M)Guardant Health 626,478 shares (about $26.69M)Group 1 Automotive 9,200 shares (about $3.51M) 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 PortfolioSectorESTCElastic$227,168,915$58,088,300 ▲34.4%2,549,5959.7%Computer and TechnologyGHGuardant Health$195,750,706$26,687,963 ▼-12.0%4,595,0878.4%MedicalBRZEBraze$164,402,669$31,857,377 ▲24.0%4,556,6157.0%Computer and TechnologyCRTOCriteo$157,652,012$66,140,781 ▲72.3%4,452,1896.7%Computer and TechnologyROKURoku$146,994,192$63,959,520 ▲77.0%2,086,8006.3%Consumer DiscretionaryPCORProcore Technologies$130,307,239$66,424,042 ▲104.0%1,973,7545.6%Computer and TechnologyNTNXNutanix$120,547,350$18,918,510 ▲18.6%1,726,7925.2%Computer and TechnologySPTSprout Social$111,294,601$11,276,978 ▲11.3%5,061,1464.8%Computer and TechnologyEVHEvolent Health$102,224,919$52,744,159 ▲106.6%10,794,6064.4%Computer and TechnologyIQVIQVIA$92,910,100$22,390,100 ▲31.8%527,0004.0%MedicalPLNTPlanet Fitness$90,134,522$28,113,220 ▲45.3%932,9733.9%Consumer DiscretionaryGLBEGlobal-E Online$86,772,100$71,799,100 ▲479.5%2,434,0003.7%Retail/WholesaleBBWIBath & Body Works$79,598,611$48,966,800 ▲159.9%2,625,2843.4%Retail/WholesaleMNDYmonday.com$69,022,182$32,548,182 ▲89.2%283,8553.0%Computer and TechnologyFLYWFlywire$66,782,217$66,782,217 ▲New Holding7,029,7072.9%Computer and TechnologyREMITLY GLOBAL INC$62,457,990$52,146,140 ▼-45.5%3,002,7882.7%COMUSFDUS Foods$57,571,8080.0%879,4962.5%Consumer StaplesCFLTConfluent$53,482,743$33,655,808 ▲169.7%2,281,6872.3%Computer and TechnologyACVAACV Auctions$51,823,274$51,823,274 ▲New Holding3,678,0182.2%Retail/WholesaleKAROPENLANE$45,543,100$8,868,800 ▲24.2%2,362,1941.9%Auto/Tires/TrucksLADLithia Motors$33,064,639$7,485,270 ▲29.3%112,6411.4%Retail/WholesaleHUBSHubSpot$32,917,730$32,917,730 ▲New Holding57,6201.4%Computer and TechnologyCYRXCryoport$30,290,724$334,400 ▲1.1%4,982,0271.3%TransportationTCMDTactile Systems Technology$28,232,526$5,236,944 ▲22.8%2,135,5921.2%MedicalMXCTMaxCyte$27,375,695$1,865,417 ▲7.3%10,027,7271.2%MedicalFNAParagon 28$27,099,565$8,777,430 ▲47.9%2,075,0051.2%MedicalSDGRSchrödinger$21,812,700$21,812,700 ▲New Holding1,105,0000.9%MedicalGPIGroup 1 Automotive$20,372,067$3,513,940 ▼-14.7%53,3370.9%Retail/WholesaleQUBTQuantum Computing$2,160,000$2,160,000 ▲New Holding270,0000.1%Computer and TechnologyCOREWEAVE INC$1,483,200$1,483,200 ▲New Holding40,0000.1%COM CL ASERVICETITAN INC$0$12,858,750 ▼-100.0%00.0%SHS CL ABIGCBigCommerce$0$8,976,075 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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