Cadian Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Cadian Capital Management, LP disclosed 24 US equity positions worth $1.8bn in its Q2 2025 13F filing. The largest position was GLBE at 10.4% of the reported book, followed by GH and CRTO. Against the Q1 2025 filing, it opened 4 new positions, added to 7 and reduced 12 among the top 24 holdings.
What did Cadian Capital Management, LP own in Q2 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 10.4% | $185.1m | 5,517,336 | 127% | added |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 9.3% | $165.4m | 3,179,217 | -31% | reduced |
| 3 | CRTO CRITEO S A | 6.7% | $119.9m | 5,002,794 | 12% | added | |
| 4 | EVH EVOLENT HEALTH INC | Healthcare | 6.6% | $117.4m | 10,424,701 | -3% | reduced |
| 5 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.5% | $116.6m | 1,703,477 | -14% | reduced |
| 6 | FLYW FLYWIRE CORPORATION | Technology | 6.4% | $114.2m | 9,756,543 | 39% | added |
| 7 | 8QR CONFLUENT INC | 6.1% | $108.5m | 4,351,197 | 91% | added | |
| 8 | IQV IQVIA HLDGS INC | Healthcare | 5.8% | $102.8m | 652,300 | 24% | added |
| 9 | SPT SPROUT SOCIAL INC | Technology | 5.6% | $99.8m | 4,771,397 | -6% | reduced |
| 10 | NTNX NUTANIX INC | Technology | 5.1% | $91.8m | 1,200,699 | -30% | reduced |
| 11 | ROKU ROKU INC | Communication Services | 4.7% | $84.0m | 955,876 | -54% | reduced |
| 12 | BRZE BRAZE INC | Technology | 4.2% | $74.5m | 2,651,487 | -42% | reduced |
| 13 | SDGR SCHRODINGER INC | Healthcare | 3.4% | $61.3m | 3,045,952 | 176% | added |
| 14 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 3.1% | $55.2m | 3,401,270 | -8% | reduced |
| 15 | OPLN OPENLANE INC | Consumer Cyclical | 2.9% | $51.5m | 2,105,494 | -11% | reduced |
| 16 | ESTC ELASTIC N V | Technology | 2.8% | $49.2m | 583,463 | -77% | reduced |
| 17 | OMCL OMNICELL COM | Healthcare | 2.7% | $48.9m | 1,663,060 | – | new |
| 18 | CYRX CRYOPORT INC | Industrials | 2.1% | $37.1m | 4,969,226 | -0% | held |
| 19 | HUBS HUBSPOT INC | Technology | 1.3% | $24.0m | 43,200 | -25% | reduced |
| 20 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 1.3% | $23.4m | 2,309,616 | 8% | added |
| 21 | MXCT MAXCYTE INC | 1.1% | $19.4m | 8,914,476 | -11% | reduced | |
| 22 | FLUTTER ENTMT PLC | 1.0% | $17.5m | 61,250 | – | new | |
| 23 | PRO PROS HOLDINGS INC | 0.6% | $10.8m | 690,268 | – | new | |
| 24 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.4% | $7.3m | 170,000 | – | new |
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.