CADIAN CAPITAL MANAGEMENT, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.4B
Holdings
26
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DKNGDRAFTKINGS INC NEW | 5,524,221 | $190.4M | 13.75% | |
| 2 | GLBEGLOBAL E ONLINE LTD | 4,385,770 | $172.4M | 12.45% | |
| 3 | IQVIQVIA HLDGS INC | 549,669 | $123.9M | 8.95% | |
| 4 | FLYWFLYWIRE CORPORATION | 7,927,159 | $112.2M | 8.11% | |
| 5 | GHGUARDANT HEALTH INC | 922,628 | $94.2M | 6.81% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 1,056,032 | $76.8M | 5.55% | |
| 7 | VRNSVARONIS SYS INC | 2,282,581 | $74.9M | 5.41% | |
| 8 | NTNXNUTANIX INC | 1,377,589 | $71.2M | 5.14% | |
| 9 | MNDYMONDAY COM LTD | 438,490 | $64.7M | 4.67% | |
| 10 | HQYHEALTHEQUITY INC | 566,700 | $51.9M | 3.75% | |
| 11 | OMCLOMNICELL COM | 1,142,555 | $51.8M | 3.74% | |
| 12 | CYRXCRYOPORT INC | 4,962,552 | $47.6M | 3.44% | |
| 13 | EVHEVOLENT HEALTH INC | 11,085,455 | $44.3M | 3.20% | |
| 14 | CFLTCONFLUENT INC | 1,272,854 | $38.5M | 2.78% | |
| 15 | OPLNOPENLANE INC | 1,279,418 | $38.1M | 2.75% | |
| 16 | TCMDTACTILE SYS TECHNOLOGY INC | 1,084,094 | $31.4M | 2.27% | |
| 17 | ALKTALKAMI TECHNOLOGY INC | 1,169,000 | $27.0M | 1.95% | |
| 18 | SIBNSI-BONE INC | 1,171,100 | $23.1M | 1.67% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,000 | $17.3M | 1.25% | |
| 20 | METAMETA PLATFORMS INC | 13,700 | $9.0M | 0.65% | |
| 21 | INTAINTAPP INC | 185,000 | $8.5M | 0.61% | |
| 22 | OABIOMNIAB INC | 4,434,954 | $8.2M | 0.59% | |
| 23 | MXCTGBXMAXCYTE INC | 3,683,052 | $5.7M | 0.41% | |
| 24 | UUNITY SOFTWARE INC | 13,000 | $574K | 0.04% | |
| 25 | HIMSHIMS & HERS HEALTH INC | 12,635 | $410K | 0.03% | |
| 26 | GOGOGOGO INC | 50,000 | $233K | 0.02% |