Q2 2025 · 13F-HR
CADIAN CAPITAL MANAGEMENT, LPholdings as filed
Filed 2025-08-14 · accession 0001085146-25-005113
$1.79B
Reported value
24
Positions
2025-06-30
Period end
The Brief · CADIAN CAPITAL MANAGEMENT, LP · Q2 2025
AI · grounded in 13F
CADIAN CAPITAL MANAGEMENT, LP established a new position in GLBE valued at $185.1M. The fund also initiated new stakes in GH for $165.4M and CRTO for $119.9M. Other new additions include EVH, PCOR, and FLYW. The fund ended the period with 24 positions and total AUM of $1.79B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $185.1M | 10.4% | 5,517,336 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $165.4M | 9.27% | 3,179,217 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $119.9M | 6.71% | 5,002,794 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $117.4M | 6.57% | 10,424,701 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $116.6M | 6.53% | 1,703,477 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $114.2M | 6.39% | 9,756,543 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $108.5M | 6.08% | 4,351,197 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $102.8M | 5.76% | 652,300 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $99.8M | 5.59% | 4,771,397 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $91.8M | 5.14% | 1,200,699 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $84.0M | 4.71% | 955,876 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $74.5M | 4.17% | 2,651,487 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $61.3M | 3.43% | 3,045,952 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $55.2M | 3.09% | 3,401,270 | Common | SOLE |
| 48238T109 | OPLN | OPENLANE INC | $51.5M | 2.88% | 2,105,494 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $49.2M | 2.76% | 583,463 | Common | SOLE |
| 68213N109 | OMCL | OMNICELL COM | $48.9M | 2.74% | 1,663,060 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $37.1M | 2.08% | 4,969,226 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $24.0M | 1.35% | 43,200 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYS TECHNOLOGY INC | $23.4M | 1.31% | 2,309,616 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $19.4M | 1.09% | 8,914,476 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $17.5M | 0.98% | 61,250 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $10.8M | 0.61% | 690,268 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $7.3M | 0.41% | 170,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.