2026 Q2 Portfolio Activity
In 2026 Q2, CADIAN CAPITAL MANAGEMENT, LP maintained a portfolio of 32 distinct positions. The most significant new addition was SPOTIFY TECHNOLOGY S A, now representing 6.05% of the total fund value. They heavily accumulated shares in PLANET FITNESS MASTER ISSUER, increasing the position by 350.8%. Conversely, CADIAN CAPITAL MANAGEMENT, LP completely exited their position in DRAFTKINGS INC NEW.
Position History
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Total Positions
32
Quarter
2026 Q2
Top Holding
IQV (11.9%)
Top 10 Concentration
64.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
CADIAN CAPITAL MANAGEMENT, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IQV
IQVIA HLDGS INC
|
Healthcare | 11.93% | 16.89% |
#1
Prev: #1
|
6.5 |
—
|
2,600 | 0.3% |
P
S
|
815,752 | $157,619,601 |
$192.10
+36.6%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GH
GUARDANT HEALTH...
|
Healthcare | 8.60% | 8.77% |
#2
2
Prev: #4
|
5.4 |
—
|
-22,255 | -2.9% |
P
S
|
757,393 | $113,631,672 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FLYW
FLYWIRE CORPORA...
|
Technology | 7.64% | 9.38% |
#3
Prev: #3
|
4.6 |
—
|
-873,953 | -13.2% |
P
S
|
5,744,166 | $100,924,997 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLNT
PLANET FITNESS ...
|
Consumer Cyclical | 6.32% | 3.22% |
#4
8
Prev: #12
|
6.0 |
—
|
1,245,340 | 350.8% |
P
S
|
1,600,340 | $83,489,738 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 6.05% | — |
#5
Prev: #—
|
6.4 |
—
|
174,000 | — |
NEW
|
174,000 | $79,888,620 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 5.17% | 4.54% |
#6
2
Prev: #8
|
5.1 |
—
|
404,419 | 74.9% |
P
S
|
944,029 | $68,338,259 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRNS
VARONIS SYS INC
|
Technology | 5.04% | — |
#7
Prev: #—
|
5.5 |
—
|
1,585,693 | — |
NEW
|
1,585,693 | $66,535,678 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 4.70% | — |
#8
Prev: #—
|
5.4 |
—
|
326,063 | — |
NEW
|
326,063 | $62,108,480 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EVH
EVOLENT HEALTH ...
|
Healthcare | 4.44% | 3.00% |
#9
4
Prev: #13
|
2.8 |
—
|
no change | no change |
P
S
|
10,814,473 | $58,614,444 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HQY
HEALTHEQUITY IN...
|
Healthcare | 4.28% | 8.47% |
#10
5
Prev: #5
|
1.7 |
—
|
-206,000 | -24.7% |
P
S
|
626,700 | $56,603,544 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTA
INTAPP INC
|
Technology | 4.16% | 3.91% |
#11
1
Prev: #10
|
4.7 |
—
|
931,880 | 74.6% |
P
S
|
2,180,252 | $54,964,153 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIBN
SI BONE INC
|
Healthcare | 4.13% | 2.90% |
#12
2
Prev: #14
|
4.7 |
—
|
1,460,102 | 77.4% |
P
S
|
3,347,574 | $54,632,408 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 3.57% | 1.30% |
#13
6
Prev: #19
|
4.4 |
—
|
935,132 | 550.1% |
P
S
|
1,105,132 | $47,167,034 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TCMD
TACTILE SYS TEC...
|
Healthcare | 3.55% | 3.31% |
#14
3
Prev: #11
|
4.4 |
—
|
535,868 | 51.5% |
P
S
|
1,576,940 | $46,961,273 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYRX
CRYOPORT INC
|
Industrials | 3.47% | 4.82% |
#15
8
Prev: #7
|
1.4 |
—
|
-1,855,662 | -38.9% |
P
S
|
2,920,681 | $45,854,692 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.24% | — |
#16
Prev: #—
|
4.8 |
—
|
179,700 | — |
NEW
|
179,700 | $42,829,698 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 2.60% | 2.29% |
#17
1
Prev: #16
|
4.0 |
—
|
515,000 | 156.1% |
P
S
|
845,000 | $34,323,900 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTNX
NUTANIX INC
|
Technology | 2.31% | 3.93% |
#18
9
Prev: #9
|
0.9 |
—
|
-250,496 | -29.5% |
P
S
|
599,504 | $30,550,724 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKT
ALKAMI TECHNOLO...
|
Technology | 2.03% | 2.55% |
#19
4
Prev: #15
|
2.8 |
—
|
141,832 | 10.6% |
P
S
|
1,476,832 | $26,760,196 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRSN
VERISIGN INC
|
Technology | 1.50% | 1.36% |
#20
2
Prev: #18
|
3.6 |
—
|
34,000 | 75.6% |
P
S
|
79,000 | $19,873,240 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.30% | 1.96% |
#21
4
Prev: #17
|
0.5 |
—
|
-11,800 | -24.7% |
P
S
|
35,900 | $17,144,763 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 1.07% | — |
#22
Prev: #—
|
3.9 |
—
|
13,600 | — |
NEW
|
13,600 | $14,176,504 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OABI
OMNIAB INC
|
Healthcare | 0.78% | 0.79% |
#23
2
Prev: #21
|
0.8 |
—
|
54,692 | 1.3% |
P
S
|
4,211,821 | $10,361,080 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.62% | — |
#24
Prev: #—
|
3.7 |
—
|
14,500 | — |
NEW
|
14,500 | $8,167,705 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WK
WORKIVA INC
|
Technology | 0.53% | — |
#25
Prev: #—
|
3.7 |
—
|
144,200 | — |
NEW
|
144,200 | $6,995,142 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHC
SOTERA HEALTH C...
|
Healthcare | 0.47% | — |
#26
Prev: #—
|
3.7 |
—
|
350,000 | — |
NEW
|
350,000 | $6,212,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 0.30% | — |
#27
Prev: #—
|
3.6 |
—
|
100,000 | — |
NEW
|
100,000 | $3,944,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MXCT
MAXCYTE INC
|
Healthcare | 0.20% | 0.15% |
#28
5
Prev: #23
|
2.6 |
—
|
478,224 | 27.8% |
P
S
|
2,201,166 | $2,707,434 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PEGA
PEGASYSTEMS INC
|
Technology | 0.00% | 0.62% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-119,683 | -100.0% |
CLOSED
|
— | $— | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 0.00% | 0.83% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-221,695 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.00% | 5.36% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-274,500 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 9.64% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-3,662,983 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-32 of 32 holdings