CADIAN CAPITAL MANAGEMENT, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VARONIS SYS INC(VRNS) | 0 | 1,816,100 | +1,816,100 | 0 | 104,371,267 | 6.20% | +104,371,267 |
| MONDAY COM LTD | 0 | 264,000 | +264,000 | 0 | 51,134,160 | 3.04% | +51,134,160 |
| IQVIA HLDGS INC(IQV) | 652,300 | 803,069 | +150,769 | 102,795,957 | 152,534,926 | 9.06% | +49,738,969 |
| DRAFTKINGS INC NEW(DKNG) | 170,000 | 1,388,760 | +1,218,760 | 7,291,300 | 51,939,624 | 3.09% | +44,648,324 |
| HUBSPOT INC(HUBS) | 43,200 | 135,274 | +92,074 | 24,046,416 | 63,281,177 | 3.76% | +39,234,761 |
| FLYWIRE CORPORATION(FLYW) | 9,756,543 | 11,310,589 | +1,554,046 | 114,151,553 | 153,145,375 | 9.10% | +38,993,822 |
| REMITLY GLOBAL INC(RELY) | 0 | 1,289,122 | +1,289,122 | 0 | 21,012,689 | 1.25% | +21,012,689 |
| GLOBAL E ONLINE LTD | 5,517,336 | 5,673,244 | +155,908 | 185,051,449 | 202,875,205 | 12.06% | +17,823,756 |
| OMNICELL COM(OMCL) | 1,663,060 | 2,093,318 | +430,258 | 48,893,964 | 63,741,533 | 3.79% | +14,847,569 |
| WIX COM LTD | 0 | 57,500 | +57,500 | 0 | 10,213,725 | 0.61% | +10,213,725 |
| CRYOPORT INC | 4,969,226 | 4,984,070 | +14,844 | 37,070,426 | 47,248,984 | 2.81% | +10,178,558 |
| SI-BONE INC | 0 | 595,000 | +595,000 | 0 | 8,758,400 | 0.52% | +8,758,400 |
| CONFLUENT INC | 4,351,197 | 5,873,644 | +1,522,447 | 108,475,341 | 116,298,151 | 6.91% | +7,822,810 |
| OMNIAB INC | 0 | 3,675,568 | +3,675,568 | 0 | 5,880,909 | 0.35% | +5,880,909 |
| TACTILE SYS TECHNOLOGY INC | 2,309,616 | 2,055,758 | -253,858 | 23,419,506 | 28,451,691 | 1.69% | +5,032,185 |
| NUTANIX INC(NTNX) | 1,200,699 | 1,283,808 | +83,109 | 91,781,432 | 95,502,477 | 5.68% | +3,721,045 |
| RUBRIK INC.(RBRK) | 0 | 8,000 | +8,000 | 0 | 658,000 | 0.04% | +658,000 |
| FLUTTER ENTMT PLC(FLUT) | 61,250 | 52,050 | -9,200 | 17,502,800 | 13,220,700 | 0.79% | -4,282,100 |
| MAXCYTE INC | 8,914,476 | 8,227,603 | -686,873 | 19,433,558 | 12,999,613 | 0.77% | -6,433,945 |
| PROS HOLDINGS INC | 690,268 | 0 | -690,268 | 10,809,597 | 0 | — | -10,809,597 |
| OPENLANE INC(OPLN) | 2,105,494 | 1,166,828 | -938,666 | 51,479,328 | 33,581,310 | 2.00% | -17,898,018 |
| EVOLENT HEALTH INC | 10,424,701 | 11,728,924 | +1,304,223 | 117,382,133 | 99,226,697 | 5.90% | -18,155,436 |
| BRAZE INC(BRZE) | 2,651,487 | 1,763,108 | -888,379 | 74,506,785 | 50,142,792 | 2.98% | -24,363,993 |
| GUARDANT HEALTH INC(GH) | 3,179,217 | 2,141,191 | -1,038,026 | 165,446,453 | 133,781,614 | 7.95% | -31,664,839 |
| ELASTIC N V | 583,463 | 0 | -583,463 | 49,203,435 | 0 | — | -49,203,435 |
| SPROUT SOCIAL INC | 4,771,397 | 3,857,191 | -914,206 | 99,769,911 | 49,834,908 | 2.96% | -49,935,003 |
| ACV AUCTIONS INC(ACVA) | 3,401,270 | 0 | -3,401,270 | 55,168,599 | 0 | — | -55,168,599 |
| PROCORE TECHNOLOGIES INC(PCOR) | 1,703,477 | 780,741 | -922,736 | 116,551,896 | 56,931,634 | 3.38% | -59,620,262 |
| SCHRODINGER INC(SDGR) | 3,045,952 | 0 | -3,045,952 | 61,284,554 | 0 | — | -61,284,554 |
| CRITEO S A(CRTO) | 5,002,794 | 2,475,961 | -2,526,833 | 119,866,944 | 55,956,719 | 3.33% | -63,910,225 |
| ROKU INC(ROKU) | 955,876 | 0 | -955,876 | 84,011,942 | 0 | — | -84,011,942 |