CADIAN CAPITAL MANAGEMENT, LP Quant / Systematic

Location: New York, NY

CIK: 0001423686 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $821M (100.0% shares, 0.0% debt)

Holdings (23)

IQV IQVIA HLDGS INC 16.9%

Value $139M Shares 813,152 Est. Cost $198.79 Unrealized +5.7%

DKNG DRAFTKINGS INC NEW 9.6%

Value $79.19M Shares 3,662,983 Est. Cost $35.51 Unrealized -18.5%

FLYW FLYWIRE CORPORATION 9.4%

Value $77.03M Shares 6,618,119 Est. Cost $13.93 Unrealized -9.1%

GH GUARDANT HEALTH INC 8.8%

Value $72.02M Shares 779,648 Est. Cost $25.47 Unrealized +321.9%

HQY HEALTHEQUITY INC 8.5%

Value $69.59M Shares 832,700 Est. Cost $91.71 Unrealized -9.3%

PANW PALO ALTO NETWORKS INC 5.4%

Value $44.01M Shares 274,500 Est. Cost $172.15 Unrealized 0.0%

CYRX CRYOPORT INC 4.8%

Value $39.55M Shares 4,776,343 Est. Cost $14.59 Unrealized -34.5%

MNDY MONDAY COM LTD 4.5%

Value $37.29M Shares 539,610 Est. Cost $187.60 Unrealized -41.7%

NTNX NUTANIX INC 3.9%

Value $32.31M Shares 850,000 Est. Cost $63.45 Unrealized -31.2%

INTA INTAPP INC 3.9%

Value $32.07M Shares 1,248,372 Est. Cost $33.75 Unrealized -4.0%

TCMD TACTILE SYS TECHNOLOGY INC 3.3%

Value $27.2M Shares 1,041,072 Est. Cost $13.24 Unrealized +119.4%

PLNT PLANET FITNESS MASTER ISSUER 3.2%

Value $26.4M Shares 355,000 Est. Cost $94.66 Unrealized 0.0%

EVH EVOLENT HEALTH INC 3.0%

Value $24.66M Shares 10,814,473 Est. Cost $13.27 Unrealized -74.7%

SIBN SI BONE INC 2.9%

Value $23.84M Shares 1,887,472 Est. Cost $16.87 Unrealized +0.3%

ALKT ALKAMI TECHNOLOGY INC 2.5%

Value $20.92M Shares 1,335,000 Est. Cost $21.74 Unrealized -10.6%

PCOR PROCORE TECHNOLOGIES INC 2.3%

Value $18.81M Shares 330,000 Est. Cost $69.37 Unrealized -13.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC 2.0%

Value $16.12M Shares 47,700 Est. Cost $303.89 Unrealized —

VRSN VERISIGN INC 1.4%

Value $11.18M Shares 45,000 Est. Cost $235.45 Unrealized 0.0%

BSX BOSTON SCIENTIFIC CORP 1.3%

Value $10.67M Shares 170,000 Est. Cost $85.82 Unrealized 0.0%

GLBE GLOBAL E ONLINE LTD 0.8%

Value $6.839M Shares 221,695 Est. Cost $39.21 Unrealized -7.6%

OABI OMNIAB INC 0.8%

Value $6.527M Shares 4,157,129 Est. Cost $1.81 Unrealized +0.6%

PEGA PEGASYSTEMS INC 0.6%

Value $5.094M Shares 119,683 Est. Cost $48.11 Unrealized 0.0%

MXCT MAXCYTE INC 0.1%

Value $1.21M Shares 1,722,942 Est. Cost $4.02 Unrealized -74.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IQV	IQVIA HLDGS INC	813,152	$139M	16.9%	$198.79	+5.7%	COM	46266C105
DKNG	DRAFTKINGS INC NEW	3,662,983	$79.19M	9.6%	$35.51	-18.5%	COM CL A	26142V105
FLYW	FLYWIRE CORPORATION	6,618,119	$77.03M	9.4%	$13.93	-9.1%	COM VTG	302492103
GH	GUARDANT HEALTH INC	779,648	$72.02M	8.8%	$25.47	+321.9%	COM	40131M109
HQY	HEALTHEQUITY INC	832,700	$69.59M	8.5%	$91.71	-9.3%	COM	42226A107
PANW	PALO ALTO NETWORKS INC	274,500	$44.01M	5.4%	$172.15	0.0%	COM	697435105
CYRX	CRYOPORT INC	4,776,343	$39.55M	4.8%	$14.59	-34.5%	COM PAR $0.001	229050307
MNDY	MONDAY COM LTD	539,610	$37.29M	4.5%	$187.60	-41.7%	SHS	M7S64H106
NTNX	NUTANIX INC	850,000	$32.31M	3.9%	$63.45	-31.2%	CL A	67059N108
INTA	INTAPP INC	1,248,372	$32.07M	3.9%	$33.75	-4.0%	COM	45827U109
TCMD	TACTILE SYS TECHNOLOGY INC	1,041,072	$27.2M	3.3%	$13.24	+119.4%	COM	87357P100
PLNT	PLANET FITNESS MASTER ISSUER	355,000	$26.4M	3.2%	$94.66	0.0%	CL A	72703H101
EVH	EVOLENT HEALTH INC	10,814,473	$24.66M	3.0%	$13.27	-74.7%	CL A	30050B101
SIBN	SI BONE INC	1,887,472	$23.84M	2.9%	$16.87	+0.3%	COM	825704109
ALKT	ALKAMI TECHNOLOGY INC	1,335,000	$20.92M	2.5%	$21.74	-10.6%	COM	01644J108
PCOR	PROCORE TECHNOLOGIES INC	330,000	$18.81M	2.3%	$69.37	-13.1%	COM	74275K108
TSM	TAIWAN SEMICONDUCTOR MANUFAC	47,700	$16.12M	2.0%	$303.89	—	SPONSORED ADS	874039100
VRSN	VERISIGN INC	45,000	$11.18M	1.4%	$235.45	0.0%	COM	92343E102
BSX	BOSTON SCIENTIFIC CORP	170,000	$10.67M	1.3%	$85.82	0.0%	COM	101137107
GLBE	GLOBAL E ONLINE LTD	221,695	$6.839M	0.8%	$39.21	-7.6%	SHS	M5216V106
OABI	OMNIAB INC	4,157,129	$6.527M	0.8%	$1.81	+0.6%	COM	68218J103
PEGA	PEGASYSTEMS INC	119,683	$5.094M	0.6%	$48.11	0.0%	COM	705573103
MXCT	MAXCYTE INC	1,722,942	$1.21M	0.1%	$4.02	-74.2%	COM	57777K106