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Q2 2026 13F · SEC CIK 1423686

Cadian Capital Management, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.3B
Reported positions
28
Top holdings a year, 3 yrs
+19.6%
Assets under management
$2.7B

Cadian Capital Management, LP is a hedge fund that reported 28 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Iqvia Holdings Inc (IQV, 11.9%), Guardant Health Inc (GH, 8.6%), Flywire Corp (FLYW, 7.6%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.

Cadian Capital Management, LP holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cadian Capital Management, LP 13F holdings
Stock% of 13F valueShare changeReported value
IQVIqvia Holdings Inc11.9%+0.3%$157.6M
GHGuardant Health Inc8.6%-2.9%$113.6M
FLYWFlywire Corp7.6%-13.2%$100.9M
PLNTPlanet Fitness Inc6.3%+350.8%$83.5M
SPOTSpotify Technology S A6.0%—$79.9M
MNDYMonday Com Ltd5.2%+74.9%$68.3M
VRNSVaronis Systems Inc5.0%—$66.5M
DHRDanaher Corporation4.7%—$62.1M
EVHEvolent Health Inc4.4%+0.0%$58.6M
HQYHealthequity Inc4.3%-24.7%$56.6M
INTAIntapp Inc4.2%+74.6%$55.0M
SIBNSI-BONE Inc4.1%+77.4%$54.6M
BSXBoston Scientific Corp3.6%+550.1%$47.2M
TCMDTactile Sys Technology Inc3.6%+51.5%$47.0M
CYRXCryoport Inc3.5%-38.9%$45.9M
AMZNAmazon Com Inc Com3.2%—$42.8M
PCORProcore Technologies Inc2.6%+156.1%$34.3M
NTNXNutanix Inc2.3%-29.5%$30.6M
ALKTAlkami Technology Inc2.0%+10.6%$26.8M
VRSNVerisign Inc.1.5%+75.6%$19.9M
TSMTaiwan Semiconductor Manufac1.3%-24.7%$17.1M
EQIXEquinix Inc1.1%—$14.2M
OABIOmniab Inc Com0.8%+1.3%$10.4M
METAMeta Platforms Inc Class A0.6%—$8.2M
WKWorkiva, Inc.0.5%—$7.0M
SHCSotera Health Co0.5%—$6.2M
MDLNMedline Inc0.3%—$3.9M
MXCTMaxcyte Inc0.2%+27.8%$2.7M

What Cadian Capital Management, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+26.7% /yr
S&P 500 +20.1%
3 years
+19.6% /yr
S&P 500 +20.4%
5 years
+14.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.3B28
Q1 2026$821.2M23
Q4 2025$1.4B26
Q3 2025$1.7B26
Q2 2025$1.8B24
Q1 2025$2.3B30
Q4 2024$1.7B26
Q3 2024$2.0B27
Q2 2024$2.0B29
Q1 2024$2.8B36
Q4 2023$2.5B31
Q3 2023$2.5B32

Questions about Cadian Capital Management, LP's portfolio

What stocks does Cadian Capital Management, LP own?

Cadian Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 28 positions worth $1.3B. The largest are Iqvia Holdings Inc (IQV) at 11.9%, Guardant Health Inc (GH) at 8.6%, Flywire Corp (FLYW) at 7.6%, Planet Fitness Inc (PLNT) at 6.3% and Spotify Technology S A (SPOT) at 6.0%.

What did Cadian Capital Management, LP buy last quarter?

In Q2 2026, Cadian Capital Management, LP added a new position in Spotify Technology S A (SPOT), a new position in Varonis Systems Inc (VRNS), a new position in Danaher Corporation (DHR), a new position in Amazon Com Inc Com (AMZN), a new position in Equinix Inc (EQIX), Boston Scientific Corp (BSX) (+550.1% shares), Planet Fitness Inc (PLNT) (+350.8% shares) and Procore Technologies Inc (PCOR) (+156.1% shares), compared with its Q1 2026 filing.

What did Cadian Capital Management, LP sell last quarter?

In Q2 2026, Cadian Capital Management, LP sold all of Draftkings Inc Cl A (DKNG), sold all of Palo Alto Networks Inc (PANW), sold all of Global E Online Ltd (GLBE), sold all of Pegasystems Inc (PEGA), Cryoport Inc (CYRX) (-38.9% shares), Nutanix Inc (NTNX) (-29.5% shares) and Healthequity Inc (HQY) (-24.7% shares), compared with its Q1 2026 filing.

How has Cadian Capital Management, LP's portfolio performed?

A portfolio copying Cadian Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.7% against +20.1%. Over 5 years: +14.6% a year against +11.6%.

When is Cadian Capital Management, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cadian Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cadian Capital Management, LP manage?

Cadian Capital Management, LP reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.