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CADIAN CAPITAL MANAGEMENT, LP

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13F filer, CIK 1423686, NEW YORK, NY

CADIAN CAPITAL MANAGEMENT, LP reported $821,203,252 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 75.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001423686-26-000005

Period
2026-03-31
Reported value
$821M
Holdings
23
Top 10 weight
75.71%
New
5
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IQVadded+263,483$44.9M
PANWnew+274,500$44M
INTAadded+1,063,372$27.3M
PLNTnew+355,000$26.4M
HQYadded+266,000$22.2M

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
GLBEreduced-4,164,075-$128M
VRNSexited-2,282,581-$74.9M
OMCLexited-1,142,555-$51.8M
PCORreduced-726,032-$41.4M
DKNGreduced-1,861,238-$40.2M

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 2026

Share positions as resolved from 13F-HR 0001423686-26-000005, largest first. % of portfolio is the value over $821,203,252, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 813,152 shares 813,152$139M16.89%+263,483Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,662,983 shares 3,662,983$79.2M9.64%-1,861,238Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,618,119 shares 6,618,119$77M9.38%-1,309,040Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 779,648 shares 779,648$72M8.77%-142,980Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566,700 shares; 2026Q1: 832,700 shares 832,700$69.6M8.47%+266,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,500 shares 274,500$44M5.36%newTimeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,776,343 shares 4,776,343$39.5M4.82%-186,209Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,000 shares; 2025Q1: 283,855 shares; 2025Q2: not reported; 2025Q3: 264,000 shares; 2025Q4: 438,490 shares; 2026Q1: 539,610 shares 539,610$37.3M4.54%+101,120Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 850,000 shares 850,000$32.3M3.93%-527,589Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,000 shares; 2026Q1: 1,248,372 shares 1,248,372$32.1M3.91%+1,063,372Timeline
TCMDTACTILE SYS TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,041,072 shares 1,041,072$27.2M3.31%-43,022Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468,563 shares; 2024Q4: 641,976 shares; 2025Q1: 932,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,000 shares 355,000$26.4M3.22%newTimeline
EVHEVOLENT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,814,473 shares 10,814,473$24.7M3%-270,982Timeline
SIBNSI BONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595,000 shares; 2025Q4: 1,171,100 shares; 2026Q1: 1,887,472 shares 1,887,472$23.8M2.9%+716,372Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169,000 shares; 2026Q1: 1,335,000 shares 1,335,000$20.9M2.55%+166,000Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 330,000 shares 330,000$18.8M2.29%-726,032Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,000 shares; 2026Q1: 47,700 shares 47,700$16.1M1.96%-9,300Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000$11.2M1.36%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,000 shares 170,000$10.7M1.3%newTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 221,695 shares 221,695$6.84M0.83%-4,164,075Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675,568 shares; 2025Q4: 4,434,954 shares; 2026Q1: 4,157,129 shares 4,157,129$6.53M0.79%-277,825Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,506 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,683 shares 119,683$5.09M0.62%newTimeline
MXCTMAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,722,942 shares 1,722,942$1.21M0.15%-1,960,110Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VRNSVARONIS SYS INC2,282,581$74.9Mshares
OMCLOMNICELL COM1,142,555$51.8Mshares
CFLTCONFLUENT INC-CLASS A1,272,854$38.5Mshares
OPLNOPENLANE INC1,279,418$38.1Mshares
METAMETA PLATFORMS INC13,700$9.04Mshares
UUNITY SOFTWARE INC13,000$574Kshares
HIMSHIMS & HERS HEALTH INC12,635$410Kshares
GOGOGOGO INC50,000$233Kshares

How Q1 2026 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 0001423686-26-000005 base2026-05-15acceptance time not in the bulk data set