Cadian Capital Management, Lp Top Holdings and 13F Report (2026) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $1.32 billion in total holdings as of June 30, 2026.Cadian Capital Management, Lp owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 39.47% of the portfolio was purchased this quarter.About 16.65% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 23 new stocks and bought additional shares in 12 stocks.Cadian Capital Management, Lp sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings IQVIA $157,619,601Guardant Health $113,631,672Flywire $100,924,997Planet Fitness $83,489,738Spotify Technology $79,888,620 Largest New Holdings this Quarter L8681T102 - Spotify Technology $79,888,620 Holding922280102 - Varonis Systems $66,535,678 Holding235851102 - Danaher $62,108,480 Holding023135106 - Amazon.com $42,829,698 Holding29444U700 - Equinix $14,176,504 Holding Largest Purchases this Quarter Spotify Technology 174,000 shares (about $79.89M)Varonis Systems 1,585,693 shares (about $66.54M)Planet Fitness 1,245,340 shares (about $64.97M)Danaher 326,063 shares (about $62.11M)Amazon.com 179,700 shares (about $42.83M) Largest Sales this Quarter CryoPort 1,855,662 shares (about $29.13M)HealthEquity 206,000 shares (about $18.61M)Flywire 873,953 shares (about $15.36M)Nutanix 250,496 shares (about $12.77M)Taiwan Semiconductor Manufacturing 11,800 shares (about $5.64M) 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 PortfolioSectorIQVIQVIA$157,619,601$502,372 â–²0.3%815,75211.9%HealthcareGHGuardant Health$113,631,672$3,338,918 â–¼-2.9%757,3938.6%HealthcareFLYWFlywire$100,924,997$15,355,354 â–¼-13.2%5,744,1667.6%FinancePLNTPlanet Fitness$83,489,738$64,969,388 â–²350.8%1,600,3406.3%Consumer DiscretionarySPOTSpotify Technology$79,888,620$79,888,620 â–²New Holding174,0006.0%Communication ServicesMNDYmonday.com$68,338,259$29,275,891 â–²74.9%944,0295.2%TechnologyVRNSVaronis Systems$66,535,678$66,535,678 â–²New Holding1,585,6935.0%TechnologyDHRDanaher$62,108,480$62,108,480 â–²New Holding326,0634.7%HealthcareEVHEvolent Health$58,614,4440.0%10,814,4734.4%HealthcareHQYHealthEquity$56,603,544$18,605,920 â–¼-24.7%626,7004.3%HealthcareINTAIntapp$54,964,153$23,492,695 â–²74.6%2,180,2524.2%TechnologySIBNSiBone$54,632,408$23,828,865 â–²77.4%3,347,5744.1%HealthcareBSXBoston Scientific$47,167,034$39,911,434 â–²550.1%1,105,1323.6%HealthcareTCMDTactile Systems Technology$46,961,273$15,958,149 â–²51.5%1,576,9403.6%HealthcareCYRXCryoPort$45,854,692$29,133,894 â–¼-38.9%2,920,6813.5%HealthcareAMZNAmazon.com$42,829,698$42,829,698 â–²New Holding179,7003.2%Consumer DiscretionaryPCORProcore Technologies$34,323,900$20,919,300 â–²156.1%845,0002.6%TechnologyNTNXNutanix$30,550,724$12,765,276 â–¼-29.5%599,5042.3%TechnologyALKTAlkami Technology$26,760,196$2,569,996 â–²10.6%1,476,8322.0%TechnologyVRSNVeriSign$19,873,240$8,553,040 â–²75.6%79,0001.5%TechnologyTSMTaiwan Semiconductor Manufacturing$17,144,763$5,635,326 â–¼-24.7%35,9001.3%TechnologyEQIXEquinix$14,176,504$14,176,504 â–²New Holding13,6001.1%Real EstateOABIOmniAb$10,361,080$134,542 â–²1.3%4,211,8210.8%HealthcareMETAMeta Platforms$8,167,705$8,167,705 â–²New Holding14,5000.6%Communication ServicesWKWorkiva$6,995,142$6,995,142 â–²New Holding144,2000.5%TechnologySHCSotera Health$6,212,500$6,212,500 â–²New Holding350,0000.5%HealthcareMEDLINE INC$3,944,000$3,944,000 â–²New Holding100,0000.3%COM CL AMXCTMaxCyte$2,707,434$588,215 â–²27.8%2,201,1660.2%HealthcareDKNGDraftKings$0$79,193,692 â–¼-100.0%00.0%Consumer DiscretionaryPANWPalo Alto Networks$0$44,007,840 â–¼-100.0%00.0%TechnologyGLBEGlobal-e Online$0$6,839,291 â–¼-100.0%00.0%Consumer DiscretionaryPEGAPegasystems$0$5,093,708 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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