Cadian Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cadian Capital Management, LP disclosed 28 US equity positions worth $1.3bn in its Q2 2026 13F filing. The largest position was IQV at 11.9% of the reported book, followed by GH and FLYW. Against the Q1 2026 filing, it opened 9 new positions, added to 11 and reduced 6 among the top 28 holdings.
What did Cadian Capital Management, LP own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IQV IQVIA HLDGS INC | Healthcare | 11.9% | $157.6m | 815,752 | 0% | held |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 8.6% | $113.6m | 757,393 | -3% | reduced |
| 3 | FLYW FLYWIRE CORPORATION | Technology | 7.6% | $100.9m | 5,744,166 | -13% | reduced |
| 4 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 6.3% | $83.5m | 1,600,340 | 351% | added |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.0% | $79.9m | 174,000 | – | new |
| 6 | MNDY MONDAY COM LTD | Technology | 5.2% | $68.3m | 944,029 | 75% | added |
| 7 | VRNS VARONIS SYS INC | Technology | 5.0% | $66.5m | 1,585,693 | – | new |
| 8 | DHR DANAHER CORP DEL | Healthcare | 4.7% | $62.1m | 326,063 | – | new |
| 9 | EVH EVOLENT HEALTH INC | Healthcare | 4.4% | $58.6m | 10,814,473 | 0% | held |
| 10 | HQY HEALTHEQUITY INC | Healthcare | 4.3% | $56.6m | 626,700 | -25% | reduced |
| 11 | INTA INTAPP INC | Technology | 4.2% | $55.0m | 2,180,252 | 75% | added |
| 12 | SIBN SI BONE INC | Healthcare | 4.1% | $54.6m | 3,347,574 | 77% | added |
| 13 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.6% | $47.2m | 1,105,132 | 550% | added |
| 14 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 3.6% | $47.0m | 1,576,940 | 51% | added |
| 15 | CYRX CRYOPORT INC | Industrials | 3.5% | $45.9m | 2,920,681 | -39% | reduced |
| 16 | AMZN AMAZON COM INC | Consumer Cyclical | 3.2% | $42.8m | 179,700 | – | new |
| 17 | PCOR PROCORE TECHNOLOGIES INC | Technology | 2.6% | $34.3m | 845,000 | 156% | added |
| 18 | NTNX NUTANIX INC | Technology | 2.3% | $30.6m | 599,504 | -29% | reduced |
| 19 | ALKT ALKAMI TECHNOLOGY INC | Technology | 2.0% | $26.8m | 1,476,832 | 11% | added |
| 20 | VRSN VERISIGN INC | Technology | 1.5% | $19.9m | 79,000 | 76% | added |
| 21 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.3% | $17.1m | 35,900 | -25% | reduced |
| 22 | EQIX EQUINIX INC | Real Estate | 1.1% | $14.2m | 13,600 | – | new |
| 23 | OABI OMNIAB INC | 0.8% | $10.4m | 4,211,821 | 1% | added | |
| 24 | META META PLATFORMS INC | Communication Services | 0.6% | $8.2m | 14,500 | – | new |
| 25 | WK WORKIVA INC | Technology | 0.5% | $7.0m | 144,200 | – | new |
| 26 | SHC SOTERA HEALTH CO | Healthcare | 0.5% | $6.2m | 350,000 | – | new |
| 27 | MDLN MEDLINE INC | Healthcare | 0.3% | $3.9m | 100,000 | – | new |
| 28 | MXCT MAXCYTE INC | Healthcare | 0.2% | $2.7m | 2,201,166 | 28% | added |
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.