Cadian Capital Management
$1.3B 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cadian Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 815,752 | $158M | 11.9% |
| GH | GUARDANT HEALTH INC | 757,393 | $114M | 8.6% |
| FLYW | FLYWIRE CORPORATION | 5,744,166 | $101M | 7.6% |
| PLNT | PLANET FITNESS MASTER ISSUER | 1,600,340 | $83M | 6.3% |
| SPOT | SPOTIFY TECHNOLOGY S A | 174,000 | $80M | 6.0% |
| MNDY | MONDAY COM LTD | 944,029 | $68M | 5.2% |
| VRNS | VARONIS SYS INC | 1,585,693 | $67M | 5.0% |
| DHR | DANAHER CORP DEL | 326,063 | $62M | 4.7% |
| EVH | EVOLENT HEALTH INC | 10,814,473 | $59M | 4.4% |
| HQY | HEALTHEQUITY INC | 626,700 | $57M | 4.3% |
Track Cadian Capital Management's 13F portfolio: $1.3B in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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