Cadian Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cadian Capital Management, LP disclosed 23 US equity positions worth $821.2m in its Q1 2026 13F filing. The largest position was IQV at 16.9% of the reported book, followed by DKNG and FLYW.
What did Cadian Capital Management, LP own in Q1 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IQV IQVIA HLDGS INC | Healthcare | 16.9% | $138.7m | 813,152 | – | |
| 2 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 9.6% | $79.2m | 3,662,983 | – | |
| 3 | FLYW FLYWIRE CORPORATION | Technology | 9.4% | $77.0m | 6,618,119 | – | |
| 4 | GH GUARDANT HEALTH INC | Healthcare | 8.8% | $72.0m | 779,648 | – | |
| 5 | HQY HEALTHEQUITY INC | Healthcare | 8.5% | $69.6m | 832,700 | – | |
| 6 | PANW PALO ALTO NETWORKS INC | Technology | 5.4% | $44.0m | 274,500 | – | |
| 7 | CYRX CRYOPORT INC | Industrials | 4.8% | $39.5m | 4,776,343 | – | |
| 8 | MNDY MONDAY COM LTD | Technology | 4.5% | $37.3m | 539,610 | – | |
| 9 | NTNX NUTANIX INC | Technology | 3.9% | $32.3m | 850,000 | – | |
| 10 | INTA INTAPP INC | Technology | 3.9% | $32.1m | 1,248,372 | – | |
| 11 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 3.3% | $27.2m | 1,041,072 | – | |
| 12 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 3.2% | $26.4m | 355,000 | – | |
| 13 | EVH EVOLENT HEALTH INC | Healthcare | 3.0% | $24.7m | 10,814,473 | – | |
| 14 | SIBN SI BONE INC | Healthcare | 2.9% | $23.8m | 1,887,472 | – | |
| 15 | ALKT ALKAMI TECHNOLOGY INC | Technology | 2.5% | $20.9m | 1,335,000 | – | |
| 16 | PCOR PROCORE TECHNOLOGIES INC | Technology | 2.3% | $18.8m | 330,000 | – | |
| 17 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2.0% | $16.1m | 47,700 | – | |
| 18 | VRSN VERISIGN INC | Technology | 1.4% | $11.2m | 45,000 | – | |
| 19 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.3% | $10.7m | 170,000 | – | |
| 20 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 0.8% | $6.8m | 221,695 | – | |
| 21 | OABI OMNIAB INC | 0.8% | $6.5m | 4,157,129 | – | ||
| 22 | PEGA PEGASYSTEMS INC | Technology | 0.6% | $5.1m | 119,683 | – | |
| 23 | MXCT MAXCYTE INC | Healthcare | 0.1% | $1.2m | 1,722,942 | – |
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.