Cadian Capital Management, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Cadian Capital Management, LP disclosed 27 US equity positions worth $2.0bn in its Q3 2024 13F filing. The largest position was ESTC at 9.9% of the reported book, followed by PCOR and RELY.
What did Cadian Capital Management, LP own in Q3 2024? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 9.9% | $194.1m | 2,528,676 | – | |
| 2 | PCOR PROCORE TECHNOLOGIES INC | Technology | 8.9% | $174.2m | 2,821,710 | – | |
| 3 | RELY REMITLY GLOBAL INC | Technology | 8.6% | $168.7m | 12,601,326 | – | |
| 4 | GH GUARDANT HEALTH INC | Healthcare | 8.1% | $159.0m | 6,930,474 | – | |
| 5 | BRZE BRAZE INC | Technology | 7.4% | $145.4m | 4,496,854 | – | |
| 6 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 6.6% | $128.6m | 3,345,115 | – | |
| 7 | SPT SPROUT SOCIAL INC | Technology | 6.4% | $124.6m | 4,285,056 | – | |
| 8 | PLNT PLANET FITNESS INC | Consumer Cyclical | 6.1% | $119.3m | 1,468,563 | – | |
| 9 | CRTO CRITEO S A | 3.9% | $75.3m | 1,870,548 | – | ||
| 10 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 3.7% | $71.7m | 2,245,700 | – | |
| 11 | USFD US FOODS HLDG CORP | Consumer Defensive | 3.6% | $70.9m | 1,152,538 | – | |
| 12 | 8QR CONFLUENT INC | 2.6% | $51.6m | 2,531,170 | – | ||
| 13 | NTNX NUTANIX INC | Technology | 2.6% | $51.2m | 863,900 | – | |
| 14 | OPLN OPENLANE INC | Consumer Cyclical | 2.1% | $41.3m | 2,446,237 | – | |
| 15 | PEGA PEGASYSTEMS INC | Technology | 2.0% | $39.9m | 546,506 | – | |
| 16 | CXM SPRINKLR INC | Technology | 1.8% | $35.9m | 4,646,473 | – | |
| 17 | LAD LITHIA MTRS INC | Consumer Cyclical | 1.8% | $35.6m | 112,063 | – | |
| 18 | CYRX CRYOPORT INC | Industrials | 1.8% | $35.0m | 4,318,006 | – | |
| 19 | OMCL OMNICELL COM | Healthcare | 1.8% | $34.9m | 800,000 | – | |
| 20 | HUBS HUBSPOT INC | Technology | 1.7% | $32.4m | 61,000 | – | |
| 21 | MXCT MAXCYTE INC | 1.6% | $31.9m | 8,188,948 | – | ||
| 22 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 1.6% | $30.8m | 80,424 | – | |
| 23 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 1.4% | $28.3m | 1,934,556 | – | |
| 24 | CMRC BIGCOMMERCE HLDGS INC | Technology | 1.1% | $21.9m | 3,747,000 | – | |
| 25 | AUR AURORA INNOVATION INC | 1.0% | $18.6m | 3,150,000 | – | ||
| 26 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.0% | $18.6m | 475,714 | – | |
| 27 | FNAUSD PARAGON 28 INC | 0.7% | $12.7m | 1,900,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.