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CADIAN CAPITAL MANAGEMENT, LP

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13F filer, CIK 1423686, NEW YORK, NY

CADIAN CAPITAL MANAGEMENT, LP reported $1,384,473,339 across 26 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 74.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001423686-26-000003

Period
2025-12-31
Reported value
$1.38B
Holdings
26
Top 10 weight
74.59%
New
8
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DKNGadded+4,135,461$143M
HQYnew+566,700$51.9M
ALKTnew+1,169,000$27M
MNDYadded+174,490$25.7M
PCORadded+275,291$20M

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
CFLTreduced-4,600,790-$139M
GHreduced-1,218,563-$124M
HUBSexited-135,274-$63.3M
IQVreduced-253,400-$57.1M
CRTOexited-2,475,961-$56M

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, Q4 2025

Share positions as resolved from 13F-HR 0001423686-26-000003, largest first. % of portfolio is the value over $1,384,473,339, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,000 shares; 2025Q3: 1,388,760 shares; 2025Q4: 5,524,221 shares 5,524,221$190M13.75%+4,135,461Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345,115 shares; 2024Q4: 420,000 shares; 2025Q1: 2,434,000 shares; 2025Q2: 5,517,336 shares; 2025Q3: 5,673,244 shares; 2025Q4: 4,385,770 shares 4,385,770$172M12.45%-1,287,474Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,000 shares; 2025Q1: 527,000 shares; 2025Q2: 652,300 shares; 2025Q3: 803,069 shares; 2025Q4: 549,669 shares 549,669$124M8.95%-253,400Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,029,707 shares; 2025Q2: 9,756,543 shares; 2025Q3: 11,310,589 shares; 2025Q4: 7,927,159 shares 7,927,159$112M8.11%-3,383,430Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930,474 shares; 2024Q4: 5,221,565 shares; 2025Q1: 4,595,087 shares; 2025Q2: 3,179,217 shares; 2025Q3: 2,141,191 shares; 2025Q4: 922,628 shares 922,628$94.2M6.81%-1,218,563Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821,710 shares; 2024Q4: 967,634 shares; 2025Q1: 1,973,754 shares; 2025Q2: 1,703,477 shares; 2025Q3: 780,741 shares; 2025Q4: 1,056,032 shares 1,056,032$76.8M5.55%+275,291Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,816,100 shares; 2025Q4: 2,282,581 shares 2,282,581$74.9M5.41%+466,481Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,900 shares; 2024Q4: 1,455,792 shares; 2025Q1: 1,726,792 shares; 2025Q2: 1,200,699 shares; 2025Q3: 1,283,808 shares; 2025Q4: 1,377,589 shares 1,377,589$71.2M5.14%+93,781Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,000 shares; 2025Q1: 283,855 shares; 2025Q2: not reported; 2025Q3: 264,000 shares; 2025Q4: 438,490 shares 438,490$64.7M4.67%+174,490Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566,700 shares 566,700$51.9M3.75%newTimeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,060 shares; 2025Q3: 2,093,318 shares; 2025Q4: 1,142,555 shares 1,142,555$51.8M3.74%-950,763Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318,006 shares; 2024Q4: 4,927,027 shares; 2025Q1: 4,982,027 shares; 2025Q2: 4,969,226 shares; 2025Q3: 4,984,070 shares; 2025Q4: 4,962,552 shares 4,962,552$47.6M3.44%-21,518Timeline
EVHEVOLENT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,225,001 shares; 2025Q1: 10,794,606 shares; 2025Q2: 10,424,701 shares; 2025Q3: 11,728,924 shares; 2025Q4: 11,085,455 shares 11,085,455$44.3M3.2%-643,469Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531,170 shares; 2024Q4: 845,859 shares; 2025Q1: 2,281,687 shares; 2025Q2: 4,351,197 shares; 2025Q3: 5,873,644 shares; 2025Q4: 1,272,854 shares 1,272,854$38.5M2.78%-4,600,790Timeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446,237 shares; 2024Q4: 1,902,194 shares; 2025Q1: 2,362,194 shares; 2025Q2: 2,105,494 shares; 2025Q3: 1,166,828 shares; 2025Q4: 1,279,418 shares 1,279,418$38.1M2.75%+112,590Timeline
TCMDTACTILE SYS TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934,556 shares; 2024Q4: 1,739,454 shares; 2025Q1: 2,135,592 shares; 2025Q2: 2,309,616 shares; 2025Q3: 2,055,758 shares; 2025Q4: 1,084,094 shares 1,084,094$31.4M2.27%-971,664Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169,000 shares 1,169,000$27M1.95%newTimeline
SIBNSI BONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595,000 shares; 2025Q4: 1,171,100 shares 1,171,100$23.1M1.67%+576,100Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,000 shares 57,000$17.3M1.25%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares 13,700$9.04M0.65%newTimeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,000 shares 185,000$8.48M0.61%newTimeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675,568 shares; 2025Q4: 4,434,954 shares 4,434,954$8.2M0.59%+759,386Timeline
MXCTMAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188,948 shares; 2024Q4: 9,344,424 shares; 2025Q1: 10,027,727 shares; 2025Q2: 8,914,476 shares; 2025Q3: 8,227,603 shares; 2025Q4: 3,683,052 shares 3,683,052$5.71M0.41%-4,544,551Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000$574K0.04%newTimeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,635 shares 12,635$410K0.03%newTimeline
GOGOGOGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$233K0.02%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HUBSHUBSPOT INC135,274$63.3Mshares
CRTOCRITEO S A2,475,961$56Mshares
BRZEBRAZE INC1,763,108$50.1Mshares
SPTSPROUT SOCIAL INC3,857,191$49.8Mshares
RELYREMITLY GLOBAL INC1,289,122$21Mshares
FLUTFLUTTER ENTMT PLC52,050$13.2Mshares
WIXWIX COM LTD57,500$10.2Mshares
RBRKRUBRIK INC.8,000$658Kshares

How Q4 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 0001423686-26-000003 base2026-02-17acceptance time not in the bulk data set