CADIAN CAPITAL MANAGEMENT, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| DRAFTKINGS INC NEW | 1,388,760 | 5,524,221 | +4,135,461 | 51,939,624 | 190,364,656 | +138,425,032 |
| HEALTHEQUITY INC | 0 | 566,700 | +566,700 | 0 | 51,915,387 | +51,915,387 |
| ALKAMI TECHNOLOGY INC | 0 | 1,169,000 | +1,169,000 | 0 | 26,968,830 | +26,968,830 |
| PROCORE TECHNOLOGIES INC | 780,741 | 1,056,032 | +275,291 | 56,931,634 | 76,815,768 | +19,884,134 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 57,000 | +57,000 | 0 | 17,321,730 | +17,321,730 |
| SI-BONE INC | 595,000 | 1,171,100 | +576,100 | 8,758,400 | 23,094,092 | +14,335,692 |
| MONDAY COM LTD | 264,000 | 438,490 | +174,490 | 51,134,160 | 64,703,584 | +13,569,424 |
| META PLATFORMS INC | 0 | 13,700 | +13,700 | 0 | 9,043,233 | +9,043,233 |
| INTAPP INC | 0 | 185,000 | +185,000 | 0 | 8,476,700 | +8,476,700 |
| OPENLANE INC | 1,166,828 | 1,279,418 | +112,590 | 33,581,310 | 38,101,068 | +4,519,758 |
| TACTILE SYS TECHNOLOGY INC | 2,055,758 | 1,084,094 | -971,664 | 28,451,691 | 31,438,726 | +2,987,035 |
| OMNIAB INC | 3,675,568 | 4,434,954 | +759,386 | 5,880,909 | 8,204,665 | +2,323,756 |
| UNITY SOFTWARE INC | 0 | 13,000 | +13,000 | 0 | 574,210 | +574,210 |
| HIMS & HERS HEALTH INC | 0 | 12,635 | +12,635 | 0 | 410,258 | +410,258 |
| CRYOPORT INC | 4,984,070 | 4,962,552 | -21,518 | 47,248,984 | 47,640,499 | +391,515 |
| GOGO INC | 0 | 50,000 | +50,000 | 0 | 233,000 | +233,000 |
| MAXCYTE INC | 8,227,603 | 3,683,052 | -4,544,551 | 12,999,613 | 5,708,731 | -7,290,882 |
| OMNICELL COM | 2,093,318 | 1,142,555 | -950,763 | 63,741,533 | 51,757,742 | -11,983,791 |
| NUTANIX INC | 1,283,808 | 1,377,589 | +93,781 | 95,502,477 | 71,207,575 | -24,294,902 |
| IQVIA HLDGS INC | 803,069 | 549,669 | -253,400 | 152,534,926 | 123,900,889 | -28,634,037 |
| VARONIS SYS INC | 1,816,100 | 2,282,581 | +466,481 | 104,371,267 | 74,868,657 | -29,502,610 |
| GLOBAL E ONLINE LTD | 5,673,244 | 4,385,770 | -1,287,474 | 202,875,205 | 172,404,619 | -30,470,586 |
| GUARDANT HEALTH INC | 2,141,191 | 922,628 | -1,218,563 | 133,781,614 | 94,237,224 | -39,544,390 |
| FLYWIRE CORPORATION | 11,310,589 | 7,927,159 | -3,383,430 | 153,145,375 | 112,248,571 | -40,896,804 |
| EVOLENT HEALTH INC | 11,728,924 | 11,085,455 | -643,469 | 99,226,697 | 44,341,820 | -54,884,877 |
| CONFLUENT INC | 5,873,644 | 1,272,854 | -4,600,790 | 116,298,151 | 38,491,105 | -77,807,046 |