Cadian Capital Management, Lp Top Holdings and 13F Report (2023) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $1.79 billion in total holdings as of June 30, 2023.Cadian Capital Management, Lp owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 19.33% of the portfolio was purchased this quarter.About 51.84% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 30 new stocks and bought additional shares in 7 stocks.Cadian Capital Management, Lp sold shares of 13 stocks and completely divested from 10 stocks this quarter.Largest Holdings Global-e Online $185,051,449Guardant Health $165,446,453Criteo $119,866,944Evolent Health $117,382,133Procore Technologies $116,551,896 Largest New Holdings this Quarter 68213N109 - Omnicell $48,893,964 HoldingG3643J108 - FLUTTER ENTMT PLC $17,502,800 Holding74346Y103 - PROS $10,809,597 Holding26142V105 - DraftKings $7,291,300 Holding Largest Purchases this Quarter Global-e Online 3,083,336 shares (about $103.42M)Confluent 2,069,510 shares (about $51.59M)Omnicell 1,663,060 shares (about $48.89M)Schrodinger 1,940,952 shares (about $39.05M)Flywire 2,726,836 shares (about $31.90M) Largest Sales this Quarter Elastic 1,966,132 shares (about $165.80M)Roku 1,130,924 shares (about $99.40M)Guardant Health 1,415,870 shares (about $73.68M)Braze 1,905,128 shares (about $53.53M)Nutanix 526,093 shares (about $40.21M) 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 PortfolioSectorGLBEGlobal-e Online$185,051,449$103,415,089 ▲126.7%5,517,33610.4%Retail/WholesaleGHGuardant Health$165,446,453$73,681,875 ▼-30.8%3,179,2179.3%MedicalCRTOCriteo$119,866,944$13,192,496 ▲12.4%5,002,7946.7%Computer and TechnologyEVHEvolent Health$117,382,133$4,165,130 ▼-3.4%10,424,7016.6%Computer and TechnologyPCORProcore Technologies$116,551,896$18,492,352 ▼-13.7%1,703,4776.5%Computer and TechnologyFLYWFlywire$114,151,553$31,903,981 ▲38.8%9,756,5436.4%Computer and TechnologyCFLTConfluent$108,475,341$51,592,884 ▲90.7%4,351,1976.1%Computer and TechnologyIQVIQVIA$102,795,957$19,746,027 ▲23.8%652,3005.8%MedicalSPTSprout Social$99,769,911$6,058,652 ▼-5.7%4,771,3975.6%Computer and TechnologyNTNXNutanix$91,781,432$40,214,549 ▼-30.5%1,200,6995.1%Computer and TechnologyROKURoku$84,011,942$99,396,911 ▼-54.2%955,8764.7%Consumer DiscretionaryBRZEBraze$74,506,785$53,534,097 ▼-41.8%2,651,4874.2%Computer and TechnologySDGRSchrodinger$61,284,554$39,051,954 ▲175.7%3,045,9523.4%MedicalACVAACV Auctions$55,168,599$4,488,853 ▼-7.5%3,401,2703.1%Retail/WholesaleKAROPENLANE$51,479,328$6,276,315 ▼-10.9%2,105,4942.9%Auto/Tires/TrucksESTCElastic$49,203,435$165,803,912 ▼-77.1%583,4632.8%Computer and TechnologyOMCLOmnicell$48,893,964$48,893,964 ▲New Holding1,663,0602.7%MedicalCYRXCryoPort$37,070,426$95,495 ▼-0.3%4,969,2262.1%TransportationHUBSHubSpot$24,046,416$8,026,605 ▼-25.0%43,2001.3%Computer and TechnologyTCMDTactile Systems Technology$23,419,506$1,764,603 ▲8.1%2,309,6161.3%MedicalMXCTMaxCyte$19,433,558$2,426,887 ▼-11.1%8,914,4761.1%MedicalFLUTTER ENTMT PLC$17,502,800$17,502,800 ▲New Holding61,2501.0%SHSPROPROS$10,809,597$10,809,597 ▲New Holding690,2680.6%Computer and TechnologyDKNGDraftKings$7,291,300$7,291,300 ▲New Holding170,0000.4%Consumer DiscretionaryPLNTPlanet Fitness$0$90,134,522 ▼-100.0%00.0%Consumer DiscretionaryBBWIBath & Body Works$0$79,598,611 ▼-100.0%00.0%Retail/WholesaleMNDYmonday.com$0$69,022,182 ▼-100.0%00.0%Computer and TechnologyREMITLY GLOBAL INC$0$62,457,990 ▼-100.0%00.0%COMUSFDUS Foods$0$57,571,808 ▼-100.0%00.0%Consumer StaplesLADLithia Motors$0$33,064,639 ▼-100.0%00.0%Retail/WholesaleFNAParagon 28$0$27,099,565 ▼-100.0%00.0%MedicalGPIGroup 1 Automotive$0$20,372,067 ▼-100.0%00.0%Retail/WholesaleQUBTQuantum Computing$0$2,160,000 ▼-100.0%00.0%Computer and TechnologyCOREWEAVE INC$0$1,483,200 ▼-100.0%00.0%COM CL AShowing 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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