CADIAN CAPITAL MANAGEMENT, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.8T
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | 5,517,336 | $185.1B | 10.36% | |
| 2 | GHGUARDANT HEALTH INC | 3,179,217 | $165.4B | 9.27% | |
| 3 | CRTOCRITEO S A | 5,002,794 | $119.9B | 6.71% | |
| 4 | EVHEVOLENT HEALTH INC | 10,424,701 | $117.4B | 6.57% | |
| 5 | PCORPROCORE TECHNOLOGIES INC | 1,703,477 | $116.6B | 6.53% | |
| 6 | FLYWFLYWIRE CORPORATION | 9,756,543 | $114.2B | 6.39% | |
| 7 | CFLTCONFLUENT INC | 4,351,197 | $108.5B | 6.08% | |
| 8 | IQVIQVIA HLDGS INC | 652,300 | $102.8B | 5.76% | |
| 9 | SPTSPROUT SOCIAL INC | 4,771,397 | $99.8B | 5.59% | |
| 10 | NTNXNUTANIX INC | 1,200,699 | $91.8B | 5.14% | |
| 11 | ROKUROKU INC | 955,876 | $84.0B | 4.71% | |
| 12 | BRZEBRAZE INC | 2,651,487 | $74.5B | 4.17% | |
| 13 | SDGRSCHRODINGER INC | 3,045,952 | $61.3B | 3.43% | |
| 14 | ACVAACV AUCTIONS INC | 3,401,270 | $55.2B | 3.09% | |
| 15 | OPLNOPENLANE INC | 2,105,494 | $51.5B | 2.88% | |
| 16 | ESTCELASTIC N V | 583,463 | $49.2B | 2.76% | |
| 17 | OMCLOMNICELL COM | 1,663,060 | $48.9B | 2.74% | |
| 18 | CYRXCRYOPORT INC | 4,969,226 | $37.1B | 2.08% | |
| 19 | HUBSHUBSPOT INC | 43,200 | $24.0B | 1.35% | |
| 20 | TCMDTACTILE SYS TECHNOLOGY INC | 2,309,616 | $23.4B | 1.31% | |
| 21 | MXCTGBXMAXCYTE INC | 8,914,476 | $19.4B | 1.09% | |
| 22 | FLUTFLUTTER ENTMT PLC | 61,250 | $17.5B | 0.98% | |
| 23 | PROPROS HOLDINGS INC | 690,268 | $10.8B | 0.61% | |
| 24 | DKNGDRAFTKINGS INC NEW | 170,000 | $7.3B | 0.41% |