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CADIAN CAPITAL MANAGEMENT, LP

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13F filer, CIK 1423686, NEW YORK, NY

CADIAN CAPITAL MANAGEMENT, LP reported $2,337,250,096 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 62.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003231

Period
2025-03-31
Reported value
$2.34B
Holdings
30
Top 10 weight
62.01%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLBEadded+2,014,000$71.8M
FLYWnew+7,029,707$66.8M
PCORadded+1,006,120$66.4M
CRTOadded+1,867,856$66.1M
ROKUadded+908,000$64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RELYreduced-2,507,026-$52.1M
GHreduced-626,478-$26.7M
TTANexited-125,000-$12.9M
CMRCexited-1,466,679-$8.98M
GPIreduced-9,200-$3.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-003231, largest first. % of portfolio is the value over $2,337,250,096, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528,676 shares; 2024Q4: 1,897,650 shares; 2025Q1: 2,549,595 shares 2,549,595$227M9.72%+651,945Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930,474 shares; 2024Q4: 5,221,565 shares; 2025Q1: 4,595,087 shares 4,595,087$196M8.38%-626,478Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496,854 shares; 2024Q4: 3,673,650 shares; 2025Q1: 4,556,615 shares 4,556,615$164M7.03%+882,965Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870,548 shares; 2024Q4: 2,584,333 shares; 2025Q1: 4,452,189 shares 4,452,189$158M6.75%+1,867,856Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,178,800 shares; 2025Q1: 2,086,800 shares 2,086,800$147M6.29%+908,000Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821,710 shares; 2024Q4: 967,634 shares; 2025Q1: 1,973,754 shares 1,973,754$130M5.58%+1,006,120Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,900 shares; 2024Q4: 1,455,792 shares; 2025Q1: 1,726,792 shares 1,726,792$121M5.16%+271,000Timeline
SPTSPROUT SOCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285,056 shares; 2024Q4: 4,548,323 shares; 2025Q1: 5,061,146 shares 5,061,146$111M4.76%+512,823Timeline
EVHEVOLENT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,225,001 shares; 2025Q1: 10,794,606 shares 10,794,606$102M4.37%+5,569,605Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,000 shares; 2025Q1: 527,000 shares 527,000$92.9M3.98%+127,000Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,563 shares; 2024Q4: 641,976 shares; 2025Q1: 932,973 shares 932,973$90.1M3.86%+290,997Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345,115 shares; 2024Q4: 420,000 shares; 2025Q1: 2,434,000 shares 2,434,000$86.8M3.71%+2,014,000Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245,700 shares; 2024Q4: 1,010,284 shares; 2025Q1: 2,625,284 shares 2,625,284$79.6M3.41%+1,615,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,000 shares; 2025Q1: 283,855 shares 283,855$69M2.95%+133,855Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,029,707 shares 7,029,707$66.8M2.86%newTimeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,601,326 shares; 2024Q4: 5,509,814 shares; 2025Q1: 3,002,788 shares 3,002,788$62.5M2.67%-2,507,026Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152,538 shares; 2024Q4: 879,496 shares; 2025Q1: 879,496 shares 879,496$57.6M2.46%0Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531,170 shares; 2024Q4: 845,859 shares; 2025Q1: 2,281,687 shares 2,281,687$53.5M2.29%+1,435,828Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,678,018 shares 3,678,018$51.8M2.22%newTimeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446,237 shares; 2024Q4: 1,902,194 shares; 2025Q1: 2,362,194 shares 2,362,194$45.5M1.95%+460,000Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,063 shares; 2024Q4: 87,141 shares; 2025Q1: 112,641 shares 112,641$33.1M1.41%+25,500Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: not reported; 2025Q1: 57,620 shares 57,620$32.9M1.41%newTimeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318,006 shares; 2024Q4: 4,927,027 shares; 2025Q1: 4,982,027 shares 4,982,027$30.3M1.3%+55,000Timeline
TCMDTACTILE SYS TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934,556 shares; 2024Q4: 1,739,454 shares; 2025Q1: 2,135,592 shares 2,135,592$28.2M1.21%+396,138Timeline
MXCTMAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188,948 shares; 2024Q4: 9,344,424 shares; 2025Q1: 10,027,727 shares 10,027,727$27.4M1.17%+683,303Timeline
PARAGON 28 INCPARAGON 28 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,000 shares; 2024Q4: 1,402,920 shares; 2025Q1: 2,075,005 shares 2,075,005$27.1M1.16%+672,085
SDGRSCHRODINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,105,000 shares 1,105,000$21.8M0.93%newTimeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,424 shares; 2024Q4: 62,537 shares; 2025Q1: 53,337 shares 53,337$20.4M0.87%-9,200Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,000 shares 270,000$2.16M0.09%newTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares 40,000$1.48M0.06%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TTANSERVICETITAN INC125,000$12.9Mshares
CMRCCOMMERCE.COM INC1,466,679$8.98Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-003231 base2025-05-15acceptance time not in the bulk data set