CADIAN CAPITAL MANAGEMENT, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.3T
Holdings
30
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESTCELASTIC N V | 2,549,595 | $227.2B | 9.72% | |
| 2 | GHGUARDANT HEALTH INC | 4,595,087 | $195.8B | 8.38% | |
| 3 | BRZEBRAZE INC | 4,556,615 | $164.4B | 7.03% | |
| 4 | CRTOCRITEO S A | 4,452,189 | $157.7B | 6.75% | |
| 5 | ROKUROKU INC | 2,086,800 | $147.0B | 6.29% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 1,973,754 | $130.3B | 5.58% | |
| 7 | NTNXNUTANIX INC | 1,726,792 | $120.5B | 5.16% | |
| 8 | SPTSPROUT SOCIAL INC | 5,061,146 | $111.3B | 4.76% | |
| 9 | EVHEVOLENT HEALTH INC | 10,794,606 | $102.2B | 4.37% | |
| 10 | IQVIQVIA HLDGS INC | 527,000 | $92.9B | 3.98% | |
| 11 | PLNTPLANET FITNESS INC | 932,973 | $90.1B | 3.86% | |
| 12 | GLBEGLOBAL E ONLINE LTD | 2,434,000 | $86.8B | 3.71% | |
| 13 | BBWIBATH & BODY WORKS INC | 2,625,284 | $79.6B | 3.41% | |
| 14 | MNDYMONDAY COM LTD | 283,855 | $69.0B | 2.95% | |
| 15 | FLYWFLYWIRE CORPORATION | 7,029,707 | $66.8B | 2.86% | |
| 16 | RELYREMITLY GLOBAL INC | 3,002,788 | $62.5B | 2.67% | |
| 17 | USFDUS FOODS HLDG CORP | 879,496 | $57.6B | 2.46% | |
| 18 | CFLTCONFLUENT INC | 2,281,687 | $53.5B | 2.29% | |
| 19 | ACVAACV AUCTIONS INC | 3,678,018 | $51.8B | 2.22% | |
| 20 | OPLNOPENLANE INC | 2,362,194 | $45.5B | 1.95% | |
| 21 | LADLITHIA MTRS INC | 112,641 | $33.1B | 1.41% | |
| 22 | HUBSHUBSPOT INC | 57,620 | $32.9B | 1.41% | |
| 23 | CYRXCRYOPORT INC | 4,982,027 | $30.3B | 1.30% | |
| 24 | TCMDTACTILE SYS TECHNOLOGY INC | 2,135,592 | $28.2B | 1.21% | |
| 25 | MXCTGBXMAXCYTE INC | 10,027,727 | $27.4B | 1.17% | |
| 26 | FNAUSDPARAGON 28 INC | 2,075,005 | $27.1B | 1.16% | |
| 27 | SDGRSCHRODINGER INC | 1,105,000 | $21.8B | 0.93% | |
| 28 | GPIGROUP 1 AUTOMOTIVE INC | 53,337 | $20.4B | 0.87% | |
| 29 | QUBTQUANTUM COMPUTING INC | 270,000 | $2.2B | 0.09% | |
| 30 | CRWVCOREWEAVE INC | 40,000 | $1.5B | 0.06% |