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 - Schrodinger $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%MedicalSDGRSchrodinger$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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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