CADIAN CAPITAL MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.7T
Holdings
26
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | 5,673,244 | $202.9B | 12.06% | |
| 2 | FLYWFLYWIRE CORPORATION | 11,310,589 | $153.1B | 9.10% | |
| 3 | IQVIQVIA HLDGS INC | 803,069 | $152.5B | 9.06% | |
| 4 | GHGUARDANT HEALTH INC | 2,141,191 | $133.8B | 7.95% | |
| 5 | CFLTCONFLUENT INC | 5,873,644 | $116.3B | 6.91% | |
| 6 | VRNSVARONIS SYS INC | 1,816,100 | $104.4B | 6.20% | |
| 7 | EVHEVOLENT HEALTH INC | 11,728,924 | $99.2B | 5.90% | |
| 8 | NTNXNUTANIX INC | 1,283,808 | $95.5B | 5.68% | |
| 9 | OMCLOMNICELL COM | 2,093,318 | $63.7B | 3.79% | |
| 10 | HUBSHUBSPOT INC | 135,274 | $63.3B | 3.76% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 780,741 | $56.9B | 3.38% | |
| 12 | CRTOCRITEO S A | 2,475,961 | $56.0B | 3.33% | |
| 13 | DKNGDRAFTKINGS INC NEW | 1,388,760 | $51.9B | 3.09% | |
| 14 | MNDYMONDAY COM LTD | 264,000 | $51.1B | 3.04% | |
| 15 | BRZEBRAZE INC | 1,763,108 | $50.1B | 2.98% | |
| 16 | SPTSPROUT SOCIAL INC | 3,857,191 | $49.8B | 2.96% | |
| 17 | CYRXCRYOPORT INC | 4,984,070 | $47.2B | 2.81% | |
| 18 | OPLNOPENLANE INC | 1,166,828 | $33.6B | 2.00% | |
| 19 | TCMDTACTILE SYS TECHNOLOGY INC | 2,055,758 | $28.5B | 1.69% | |
| 20 | RELYREMITLY GLOBAL INC | 1,289,122 | $21.0B | 1.25% | |
| 21 | FLUTFLUTTER ENTMT PLC | 52,050 | $13.2B | 0.79% | |
| 22 | MXCTGBXMAXCYTE INC | 8,227,603 | $13.0B | 0.77% | |
| 23 | WIXWIX COM LTD | 57,500 | $10.2B | 0.61% | |
| 24 | SIBNSI-BONE INC | 595,000 | $8.8B | 0.52% | |
| 25 | OABIOMNIAB INC | 3,675,568 | $5.9B | 0.35% | |
| 26 | RBRKRUBRIK INC. | 8,000 | $658.0M | 0.04% |