CADIAN CAPITAL MANAGEMENT, LP
CIK 1423686 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- IQV11.93%
- GH8.60%
- FLYW7.64%
- PLNT6.32%
- SPOT6.05%
- MNDY5.17%
- VRNS5.04%
- DHR4.70%
- EVH4.44%
- HQY4.28%
Share classes counted separately64.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IQVWeight decreased · -4.96 pp16.89% → 11.93%Shares +2.60K (+0.32%)
- HQYWeight decreased · -4.19 pp8.47% → 4.28%Shares -206.00K (-24.74%)
- PLNTWeight increased · +3.10 pp3.22% → 6.32%Shares +1.25M (+350.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IQVIQVIA HOLDINGS INC View history and evidence | $157.62M | 11.93% | 815.75K shares | 16.89% → 11.93%-4.96 pp +2.60K (+0.32%) | Added | ▾ |
| 02 | GHGUARDANT HEALTH INC View history and evidence | $113.63M | 8.60% | 757.39K shares | 8.77% → 8.60%-0.17 pp -22.25K (-2.85%) | Reduced | ▾ |
| 03 | FLYWFLYWIRE CORP-VOTINGCOM VTG View history and evidence | $100.92M | 7.64% | 5.74M shares | 9.38% → 7.64%-1.74 pp -873.95K (-13.21%) | Reduced | ▾ |
| 04 | PLNTPLANET FITNESS INC - CL ACL A View history and evidence | $83.49M | 6.32% | 1.60M shares | 3.22% → 6.32%+3.10 pp +1.25M (+350.80%) | Added | ▾ |
| 05 | SPOTSPOTIFY TECHNOLOGY SASHS View history and evidence | $79.89M | 6.05% | 174.00K shares | Prior unavailable +174.00K | New | ▾ |
| 06 | MNDYMONDAY.COM LTDSHS View history and evidence | $68.34M | 5.17% | 944.03K shares | 4.54% → 5.17%+0.63 pp +404.42K (+74.95%) | Added | ▾ |
| 07 | VRNSVARONIS SYSTEMS INC View history and evidence | $66.54M | 5.04% | 1.59M shares | Prior unavailable +1.59M | New | ▾ |
| 08 | DHRDANAHER CORP View history and evidence | $62.11M | 4.70% | 326.06K shares | Prior unavailable +326.06K | New | ▾ |
| 09 | EVHEVOLENT HEALTH INC - ACL A View history and evidence | $58.61M | 4.44% | 10.81M shares | 3.00% → 4.44%+1.44 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | HQYHEALTHEQUITY INC View history and evidence | $56.60M | 4.28% | 626.70K shares | 8.47% → 4.28%-4.19 pp -206.00K (-24.74%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DKNG DRAFTKINGS INC-CL A | Non-derivative | -3,662,983 | -$79.19M | SEC filing ↗ | SEC filing ↗ |
| PANW PALO ALTO NETWORKS INC | Non-derivative | -274,500 | -$44.01M | SEC filing ↗ | SEC filing ↗ |
| GLBE GLOBAL-E ONLINE LTD | Non-derivative | -221,695 | -$6.84M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1423686 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1321381479
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.