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CADIAN CAPITAL MANAGEMENT, LP

13F
CADIAN CAPITAL MANAGEMENT, LP
Last update 2025-02-16 26 Stocks (5 new)
Value $1.74 Bil Turnover 20 %
Countries:
CADIAN CAPITAL MANAGEMENT, LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ESTC
Elastic NV
1,897,650
188,019.2
-24.95%
10.830
-2.48%
1.830
-26.35%
-16.31%
8,657.9
Software
GH
Guardant Health Inc
5,221,565
159,518.8
-24.66%
9.190
-2.01%
4.230
-0.28%
+53.36%
5,804.2
Medical Diagnostics & Research
BRZE
Braze Inc
3,673,650
153,852.5
-18.31%
8.860
-1.36%
3.550
-29.51%
-22.61%
3,391.1
Software
SPT
Sprout Social Inc
4,548,323
139,679.0
+6.14%
8.040
+0.47%
7.920
-34.37%
-30.19%
1,247.3
Software
RELY
Remitly Global Inc
5,509,814
124,356.5
-56.28%
7.160
-4.86%
2.780
-10.89%
-7.22%
4,268.5
Software
CRTO
Criteo SA
2,584,333
102,236.2
+38.16%
5.890
+1.63%
4.760
-22.43%
-25.51%
1,580.5
Media - Diversified
NTNX
Nutanix Inc
1,455,792
89,065.4
+68.51%
5.130
+2.09%
0.540
+5.49%
+18.57%
19,343.7
Software
ROKU
Roku Inc
1,178,800
87,632.0
New Holding
5.050
+5.05%
0.810
-25.63%
-17.20%
8,982.9
Media - Diversified
IQV
IQVIA Holdings Inc
400,000
78,604.0
New Holding
4.530
+4.53%
0.230
-23.78%
-21.90%
27,060.8
Medical Diagnostics & Research
PCOR
Procore Technologies Inc
967,634
72,504.8
-65.71%
4.170
-5.85%
0.650
-18.49%
-13.45%
9,672.1
Software

CADIAN CAPITAL MANAGEMENT, LP's Historical Top Holdings Breakdowns

CADIAN CAPITAL MANAGEMENT, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PCOR
Procore Technologies Inc2024-12-31Reduce
-5.85%
58.8 ($71.13) 85.72
$64.85
-8.83%
Reduce -65.71%
967,634
-1,854,076
GLBE
Global E Online Ltd2024-12-31Reduce
-5.75%
35.95 ($45.4) 57.07
$36.55
-19.49%
Reduce -87.44%
420,000
-2,925,115
ROKU
Roku Inc2024-12-31New Buy
+5.05%
64.08 ($75.81) 84.12
$61.55
-18.81%
New holding
1,178,800
1,178,800
RELY
Remitly Global Inc2024-12-31Reduce
-4.86%
12.69 ($18.49) 23.07
$20.94
13.25%
Reduce -56.28%
5,509,814
-7,091,512
IQV
IQVIA Holdings Inc2024-12-31New Buy
+4.53%
190.97 ($210.56) 236.69
$153.48
-27.11%
New holding
400,000
400,000
PLNT
Planet Fitness Inc2024-12-31Reduce
-3.43%
78.5 ($91.42) 102.01
$99.08
8.38%
Reduce -56.29%
641,976
-826,587
EVH
Evolent Health Inc2024-12-31New Buy
+3.38%
10.71 ($17.42) 27.13
$10.69
-38.63%
New holding
5,225,001
5,225,001
ESTC
Elastic NV2024-12-31Reduce
-2.48%
76.2 ($92.72) 116.22
$82.92
-10.57%
Reduce -24.95%
1,897,650
-631,026
NTNX
Nutanix Inc2024-12-31Add
+2.09%
58.69 ($65.5) 73.18
$72.54
10.75%
Add 68.51%
1,455,792
591,892
PEGA
Pegasystems Inc2024-12-31Sold Out
-2.04%
69.73 ($85.78) 97.28
$92.16
7.44%
Sold Out
0
-546,506

CADIAN CAPITAL MANAGEMENT, LP Total Holding History ($B)

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CADIAN CAPITAL MANAGEMENT, LP's Asset Allocation

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CADIAN CAPITAL MANAGEMENT, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CADIAN CAPITAL MANAGEMENT, LP's Hypothetical Growth since 2024-12-31

CADIAN CAPITAL MANAGEMENT, LP's Yearly Returns

Year Portfolio % % Excess Gain %

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