CADIAN CAPITAL MANAGEMENT, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.7T
Holdings
26
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESTCELASTIC N V | 1,897,650 | $188.0B | 10.83% | |
| 2 | GHGUARDANT HEALTH INC | 5,221,565 | $159.5B | 9.19% | |
| 3 | BRZEBRAZE INC | 3,673,650 | $153.9B | 8.86% | |
| 4 | SPTSPROUT SOCIAL INC | 4,548,323 | $139.7B | 8.04% | |
| 5 | RELYREMITLY GLOBAL INC | 5,509,814 | $124.4B | 7.16% | |
| 6 | CRTOCRITEO S A | 2,584,333 | $102.2B | 5.89% | |
| 7 | NTNXNUTANIX INC | 1,455,792 | $89.1B | 5.13% | |
| 8 | ROKUROKU INC | 1,178,800 | $87.6B | 5.05% | |
| 9 | IQVIQVIA HLDGS INC | 400,000 | $78.6B | 4.53% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 967,634 | $72.5B | 4.17% | |
| 11 | PLNTPLANET FITNESS INC | 641,976 | $63.5B | 3.65% | |
| 12 | USFDUS FOODS HLDG CORP | 879,496 | $59.3B | 3.42% | |
| 13 | EVHEVOLENT HEALTH INC | 5,225,001 | $58.8B | 3.38% | |
| 14 | BBWIBATH & BODY WORKS INC | 1,010,284 | $39.2B | 2.26% | |
| 15 | MXCTGBXMAXCYTE INC | 9,344,424 | $38.9B | 2.24% | |
| 16 | CYRXCRYOPORT INC | 4,927,027 | $38.3B | 2.21% | |
| 17 | OPLNOPENLANE INC | 1,902,194 | $37.7B | 2.17% | |
| 18 | MNDYMONDAY COM LTD | 150,000 | $35.3B | 2.03% | |
| 19 | LADLITHIA MTRS INC | 87,141 | $31.1B | 1.79% | |
| 20 | TCMDTACTILE SYS TECHNOLOGY INC | 1,739,454 | $29.8B | 1.72% | |
| 21 | GPIGROUP 1 AUTOMOTIVE INC | 62,537 | $26.4B | 1.52% | |
| 22 | CFLTCONFLUENT INC | 845,859 | $23.7B | 1.36% | |
| 23 | GLBEGLOBAL E ONLINE LTD | 420,000 | $22.9B | 1.32% | |
| 24 | FNAUSDPARAGON 28 INC | 1,402,920 | $14.5B | 0.83% | |
| 25 | TTANSERVICETITAN INC | 125,000 | $12.9B | 0.74% | |
| 26 | CMRCBIGCOMMERCE HLDGS INC | 1,466,679 | $9.0B | 0.52% |