13F-HR filed by CADIAN CAPITAL MANAGEMENT, LP
CADIAN CAPITAL MANAGEMENT, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 26 holding rows worth $1,384,473,339.
- Accession
- 0001423686-26-000003
- Filer
- CIK 1423686
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 26 entries on the cover page, a total value of $1,384,473,339 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,384,473,339 with VALUE read as dollars as filed, 13F file number 028-12842. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 5,524,221 | $190,364,656 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 4,385,770 | $172,404,619 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 549,669 | $123,900,889 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 7,927,159 | $112,248,571 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 922,628 | $94,237,224 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 1,056,032 | $76,815,768 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 2,282,581 | $74,868,657 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 1,377,589 | $71,207,575 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 438,490 | $64,703,584 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 566,700 | $51,915,387 | dollars as filed | |
| OMNICELL COM COM | 68213N109 | Stock | 1,142,555 | $51,757,742 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 4,962,552 | $47,640,499 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 11,085,455 | $44,341,820 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 1,272,854 | $38,491,105 | dollars as filed | |
| OPENLANE INC | 48238T109 | COM | 1,279,418 | $38,101,068 | dollars as filed | |
| TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | COMMON STOCK | 1,084,094 | $31,438,726 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 1,169,000 | $26,968,830 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 1,171,100 | $23,094,092 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 57,000 | $17,321,730 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 13,700 | $9,043,233 | dollars as filed | |
| INTAPP INC | 45827U109 | COM | 185,000 | $8,476,700 | dollars as filed | |
| OMNIAB INC | 68218J103 | COM | 4,434,954 | $8,204,665 | dollars as filed | |
| MAXCYTE INC | 57777K106 | COM | 3,683,052 | $5,708,731 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 13,000 | $574,210 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 12,635 | $410,258 | dollars as filed | |
| GOGO INC | 38046C109 | COM | 50,000 | $233,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001423686-26-000003 | this filing | 2026-02-17 | acceptance time not in the bulk data set |