CADIAN CAPITAL MANAGEMENT, LP
CIK 1423686 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- GLBE10.36%
- GH9.27%
- CRTO6.71%
- EVH6.57%
- PCOR6.53%
- FLYW6.39%
- 20717M1036.08%
- IQV5.76%
- SPT5.59%
- NTNX5.14%
Share classes counted separately68.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ESTCWeight decreased · -6.96 pp9.72% → 2.76%Shares -1.97M (-77.12%)
- GLBEWeight increased · +6.65 pp3.71% → 10.36%Shares +3.08M (+126.68%)
- 20717M103Weight increased · +3.79 pp2.29% → 6.08%Shares +2.07M (+90.70%)
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 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $185.05M | 10.36% | 5.52M shares | 3.71% → 10.36%+6.65 pp +3.08M (+126.68%) | Added | ↗▾ |
| 02 | GHGUARDANT HEALTH INC View history and evidence | $165.45M | 9.27% | 3.18M shares | 8.38% → 9.27%+0.89 pp -1.42M (-30.81%) | Reduced | ↗▾ |
| 03 | CRTOCRITEO SA-SPONSPONS ADS View history and evidence | $119.87M | 6.71% | 5.00M shares | 6.75% → 6.71%-0.04 pp +550.61K (+12.37%) | Added | ↗▾ |
| 04 | EVHEVOLENT HEALTH INC - ACL A View history and evidence | $117.38M | 6.57% | 10.42M shares | 4.37% → 6.57%+2.20 pp -369.90K (-3.43%) | Reduced | ↗▾ |
| 05 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $116.55M | 6.53% | 1.70M shares | 5.58% → 6.53%+0.95 pp -270.28K (-13.69%) | Reduced | ↗▾ |
| 06 | FLYWFLYWIRE CORP-VOTINGCOM VTG View history and evidence | $114.15M | 6.39% | 9.76M shares | 2.86% → 6.39%+3.53 pp +2.73M (+38.79%) | Added | ↗▾ |
| 07 | 20717M103CONFLUENT INC-CLASS ACLASS A COM View history and evidence | $108.48M | 6.08% | 4.35M shares | 2.29% → 6.08%+3.79 pp +2.07M (+90.70%) | Added | ↗▾ |
| 08 | IQVIQVIA HOLDINGS INC View history and evidence | $102.80M | 5.76% | 652.30K shares | 3.98% → 5.76%+1.78 pp +125.30K (+23.78%) | Added | ↗▾ |
| 09 | SPTSPROUT SOCIAL INC - CLASS ACOM CL A View history and evidence | $99.77M | 5.59% | 4.77M shares | 4.76% → 5.59%+0.83 pp -289.75K (-5.72%) | Reduced | ↗▾ |
| 10 | NTNXNUTANIX INC - ACL A View history and evidence | $91.78M | 5.14% | 1.20M shares | 5.16% → 5.14%-0.02 pp -526.09K (-30.47%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLNT PLANET FITNESS INC - CL A | Non-derivative | -932,973 | -$90.13M | SEC filing ↗ | SEC filing ↗ |
| BBWI BATH & BODY WORKS INC | Non-derivative | -2,625,284 | -$79.60M | SEC filing ↗ | SEC filing ↗ |
| MNDY MONDAY.COM LTD | Non-derivative | -283,855 | -$69.02M | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1785395279
}Take these holdings further.
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