CADIAN CAPITAL MANAGEMENT, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALO ALTO NETWORKS INC(PANW) | 0 | 274,500 | +274,500 | 0 | 44,007,840 | 5.36% | +44,007,840 |
| PLANET FITNESS MASTER ISSUER(PLNT) | 0 | 355,000 | +355,000 | 0 | 26,404,900 | 3.22% | +26,404,900 |
| INTAPP INC(INTA) | 185,000 | 1,248,372 | +1,063,372 | 8,476,700 | 32,070,677 | 3.91% | +23,593,977 |
| HEALTHEQUITY INC(HQY) | 566,700 | 832,700 | +266,000 | 51,915,387 | 69,588,739 | 8.47% | +17,673,352 |
| IQVIA HLDGS INC(IQV) | 549,669 | 813,152 | +263,483 | 123,900,889 | 138,674,942 | 16.89% | +14,774,053 |
| VERISIGN INC | 0 | 45,000 | +45,000 | 0 | 11,176,200 | 1.36% | +11,176,200 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 170,000 | +170,000 | 0 | 10,667,500 | 1.30% | +10,667,500 |
| PEGASYSTEMS INC(PEGA) | 0 | 119,683 | +119,683 | 0 | 5,093,708 | 0.62% | +5,093,708 |
| SI BONE INC | 1,171,100 | 1,887,472 | +716,372 | 23,094,092 | 23,838,771 | 2.90% | +744,679 |
| GOGO INC | 50,000 | 0 | -50,000 | 233,000 | 0 | — | -233,000 |
| HIMS & HERS HEALTH INC(HIMS) | 12,635 | 0 | -12,635 | 410,258 | 0 | — | -410,258 |
| UNITY SOFTWARE INC(U) | 13,000 | 0 | -13,000 | 574,210 | 0 | — | -574,210 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 57,000 | 47,700 | -9,300 | 17,321,730 | 16,120,215 | 1.96% | -1,201,515 |
| OMNIAB INC | 4,434,954 | 4,157,129 | -277,825 | 8,204,665 | 6,526,693 | 0.79% | -1,677,972 |
| TACTILE SYS TECHNOLOGY INC | 1,084,094 | 1,041,072 | -43,022 | 31,438,726 | 27,203,211 | 3.31% | -4,235,515 |
| MAXCYTE INC | 3,683,052 | 1,722,942 | -1,960,110 | 5,708,731 | 1,210,367 | 0.15% | -4,498,364 |
| ALKAMI TECHNOLOGY INC(ALKT) | 1,169,000 | 1,335,000 | +166,000 | 26,968,830 | 20,919,450 | 2.55% | -6,049,380 |
| CRYOPORT INC | 4,962,552 | 4,776,343 | -186,209 | 47,640,499 | 39,548,120 | 4.82% | -8,092,379 |
| META PLATFORMS INC(META) | 13,700 | 0 | -13,700 | 9,043,233 | 0 | — | -9,043,233 |
| EVOLENT HEALTH INC | 11,085,455 | 10,814,473 | -270,982 | 44,341,820 | 24,656,998 | 3.00% | -19,684,822 |
| GUARDANT HEALTH INC(GH) | 922,628 | 779,648 | -142,980 | 94,237,224 | 72,016,086 | 8.77% | -22,221,138 |
| MONDAY COM LTD | 438,490 | 539,610 | +101,120 | 64,703,584 | 37,292,447 | 4.54% | -27,411,137 |
| FLYWIRE CORPORATION(FLYW) | 7,927,159 | 6,618,119 | -1,309,040 | 112,248,571 | 77,034,905 | 9.38% | -35,213,666 |
| OPENLANE INC(OPLN) | 1,279,418 | 0 | -1,279,418 | 38,101,068 | 0 | — | -38,101,068 |
| CONFLUENT INC | 1,272,854 | 0 | -1,272,854 | 38,491,105 | 0 | — | -38,491,105 |
| NUTANIX INC(NTNX) | 1,377,589 | 850,000 | -527,589 | 71,207,575 | 32,308,500 | 3.93% | -38,899,075 |
| OMNICELL COM(OMCL) | 1,142,555 | 0 | -1,142,555 | 51,757,742 | 0 | — | -51,757,742 |
| PROCORE TECHNOLOGIES INC(PCOR) | 1,056,032 | 330,000 | -726,032 | 76,815,768 | 18,810,000 | 2.29% | -58,005,768 |
| VARONIS SYS INC(VRNS) | 2,282,581 | 0 | -2,282,581 | 74,868,657 | 0 | — | -74,868,657 |
| DRAFTKINGS INC NEW(DKNG) | 5,524,221 | 3,662,983 | -1,861,238 | 190,364,656 | 79,193,692 | 9.64% | -111,170,964 |
| GLOBAL E ONLINE LTD | 4,385,770 | 221,695 | -4,164,075 | 172,404,619 | 6,839,291 | 0.83% | -165,565,328 |