Cadian Capital Management, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Cadian Capital Management, LP disclosed 26 US equity positions worth $1.7bn in its Q4 2024 13F filing. The largest position was ESTC at 10.8% of the reported book, followed by GH and BRZE. Against the Q3 2024 filing, it opened 5 new positions, added to 5 and reduced 16 among the top 26 holdings.
What did Cadian Capital Management, LP own in Q4 2024? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 10.8% | $188.0m | 1,897,650 | -25% | reduced |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 9.2% | $159.5m | 5,221,565 | -25% | reduced |
| 3 | BRZE BRAZE INC | Technology | 8.9% | $153.9m | 3,673,650 | -18% | reduced |
| 4 | SPT SPROUT SOCIAL INC | Technology | 8.0% | $139.7m | 4,548,323 | 6% | added |
| 5 | RELY REMITLY GLOBAL INC | Technology | 7.2% | $124.4m | 5,509,814 | -56% | reduced |
| 6 | CRTO CRITEO S A | 5.9% | $102.2m | 2,584,333 | 38% | added | |
| 7 | NTNX NUTANIX INC | Technology | 5.1% | $89.1m | 1,455,792 | 69% | added |
| 8 | ROKU ROKU INC | Communication Services | 5.0% | $87.6m | 1,178,800 | – | new |
| 9 | IQV IQVIA HLDGS INC | Healthcare | 4.5% | $78.6m | 400,000 | – | new |
| 10 | PCOR PROCORE TECHNOLOGIES INC | Technology | 4.2% | $72.5m | 967,634 | -66% | reduced |
| 11 | PLNT PLANET FITNESS INC | Consumer Cyclical | 3.7% | $63.5m | 641,976 | -56% | reduced |
| 12 | USFD US FOODS HLDG CORP | Consumer Defensive | 3.4% | $59.3m | 879,496 | -24% | reduced |
| 13 | EVH EVOLENT HEALTH INC | Healthcare | 3.4% | $58.8m | 5,225,001 | – | new |
| 14 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 2.3% | $39.2m | 1,010,284 | -55% | reduced |
| 15 | MXCT MAXCYTE INC | 2.2% | $38.9m | 9,344,424 | 14% | added | |
| 16 | CYRX CRYOPORT INC | Industrials | 2.2% | $38.3m | 4,927,027 | 14% | added |
| 17 | OPLN OPENLANE INC | Consumer Cyclical | 2.2% | $37.7m | 1,902,194 | -22% | reduced |
| 18 | MNDY MONDAY COM LTD | Technology | 2.0% | $35.3m | 150,000 | – | new |
| 19 | LAD LITHIA MTRS INC | Consumer Cyclical | 1.8% | $31.1m | 87,141 | -22% | reduced |
| 20 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 1.7% | $29.8m | 1,739,454 | -10% | reduced |
| 21 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 1.5% | $26.4m | 62,537 | -22% | reduced |
| 22 | 8QR CONFLUENT INC | 1.4% | $23.7m | 845,859 | -67% | reduced | |
| 23 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 1.3% | $22.9m | 420,000 | -87% | reduced |
| 24 | FNAUSD PARAGON 28 INC | 0.8% | $14.5m | 1,402,920 | -26% | reduced | |
| 25 | TTAN SERVICETITAN INC | Technology | 0.7% | $12.9m | 125,000 | – | new |
| 26 | CMRC BIGCOMMERCE HLDGS INC | Technology | 0.5% | $9.0m | 1,466,679 | -61% | reduced |
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.