Cadian Capital Management, Lp Top Holdings and 13F Report (2026) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $821.20 million in total holdings as of March 31, 2026.Cadian Capital Management, Lp owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 25.63% of the portfolio was purchased this quarter.About 58.49% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 26 new stocks and bought additional shares in 6 stocks.Cadian Capital Management, Lp sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings IQVIA $138,674,942DraftKings $79,193,692Flywire $77,034,905Guardant Health $72,016,086HealthEquity $69,588,739 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $44,007,840 Holding72703H101 - Planet Fitness $26,404,900 Holding92343E102 - VeriSign $11,176,200 Holding101137107 - Boston Scientific $10,667,500 Holding705573103 - Pegasystems $5,093,708 Holding Largest Purchases this Quarter IQVIA 263,483 shares (about $44.93M)Palo Alto Networks 274,500 shares (about $44.01M)Intapp 1,063,372 shares (about $27.32M)Planet Fitness 355,000 shares (about $26.40M)HealthEquity 266,000 shares (about $22.23M) Largest Sales this Quarter Global-e Online 4,164,075 shares (about $128.46M)Procore Technologies 726,032 shares (about $41.38M)DraftKings 1,861,238 shares (about $40.24M)Nutanix 527,589 shares (about $20.05M)Flywire 1,309,040 shares (about $15.24M) 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$138,674,942$44,934,391 â–²47.9%813,15216.9%MedicalDKNGDraftKings$79,193,692$40,239,965 â–¼-33.7%3,662,9839.6%Consumer DiscretionaryFLYWFlywire$77,034,905$15,237,226 â–¼-16.5%6,618,1199.4%Computer and TechnologyGHGuardant Health$72,016,086$13,207,063 â–¼-15.5%779,6488.8%MedicalHQYHealthEquity$69,588,739$22,229,620 â–²46.9%832,7008.5%MedicalPANWPalo Alto Networks$44,007,840$44,007,840 â–²New Holding274,5005.4%Computer and TechnologyCYRXCryoPort$39,548,120$1,541,811 â–¼-3.8%4,776,3434.8%TransportationMNDYmonday.com$37,292,447$6,988,403 â–²23.1%539,6104.5%Computer and TechnologyNTNXNutanix$32,308,500$20,053,658 â–¼-38.3%850,0003.9%Computer and TechnologyINTAIntapp$32,070,677$27,318,027 â–²574.8%1,248,3723.9%Computer and TechnologyTCMDTactile Systems Technology$27,203,211$1,124,165 â–¼-4.0%1,041,0723.3%MedicalPLNTPlanet Fitness$26,404,900$26,404,900 â–²New Holding355,0003.2%Consumer DiscretionaryEVHEvolent Health$24,656,998$617,839 â–¼-2.4%10,814,4733.0%Computer and TechnologySIBNSiBone$23,838,771$9,047,778 â–²61.2%1,887,4722.9%MedicalALKTAlkami Technology$20,919,450$2,601,220 â–²14.2%1,335,0002.5%Computer and TechnologyPCORProcore Technologies$18,810,000$41,383,824 â–¼-68.8%330,0002.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$16,120,215$3,142,935 â–¼-16.3%47,7002.0%Computer and TechnologyVRSNVeriSign$11,176,200$11,176,200 â–²New Holding45,0001.4%Computer and TechnologyBSXBoston Scientific$10,667,500$10,667,500 â–²New Holding170,0001.3%MedicalGLBEGlobal-e Online$6,839,291$128,461,718 â–¼-94.9%221,6950.8%Retail/WholesaleOABIOmniAb$6,526,693$436,185 â–¼-6.3%4,157,1290.8%MedicalPEGAPegasystems$5,093,708$5,093,708 â–²New Holding119,6830.6%Computer and TechnologyMXCTMaxCyte$1,210,367$1,376,978 â–¼-53.2%1,722,9420.1%MedicalVRNSVaronis Systems$0$74,868,657 â–¼-100.0%00.0%Computer and TechnologyOMCLOmnicell$0$51,757,742 â–¼-100.0%00.0%MedicalCFLTConfluent$0$38,491,105 â–¼-100.0%00.0%Computer and TechnologyKAROPENLANE$0$38,101,068 â–¼-100.0%00.0%Auto/Tires/TrucksMETAMeta Platforms$0$9,043,233 â–¼-100.0%00.0%Computer and TechnologyUUnity Software$0$574,210 â–¼-100.0%00.0%Computer and TechnologyHIMSHims & Hers Health$0$410,258 â–¼-100.0%00.0%MedicalGOGOGogo$0$233,000 â–¼-100.0%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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