CADIAN CAPITAL MANAGEMENT, LP
CIK 1423686
13F filing for Q2 2026・No. 2,156
- Holdings
- US$1.32B
- Quarter change
- +US$500.18M
- Entries
- 28
- Net bought (estimate)
- +US$339.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 4
- Cut 5
- Added 13
- Corporate actions 0
- Unchanged 1
Largest holdings
28 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IQVIQVIA HLDGS INCCOM | Added | 815,752 | US$157.62M | 11.93% |
| GHGUARDANT HEALTH INCCOM | Cut | 757,393 | US$113.63M | 8.60% |
| FLYWFLYWIRE CORPORATIONCOM VTG | Cut | 5,744,166 | US$100.92M | 7.64% |
| PLNTPLANET FITNESS MASTER ISSUERCL A | Added | 1,600,340 | US$83.49M | 6.32% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | New | 174,000 | US$79.89M | 6.05% |
| MNDYMONDAY COM LTDSHS | Added | 944,029 | US$68.34M | 5.17% |
| VRNSVARONIS SYS INCCOM | New | 1,585,693 | US$66.54M | 5.04% |
| DHRDANAHER CORP DELCOM | New | 326,063 | US$62.11M | 4.70% |
| EVOLENT HEALTH INCCL A | Unchanged | 10,814,473 | US$58.61M | 4.44% |
| HQYHEALTHEQUITY INCCOM | Cut | 626,700 | US$56.6M | 4.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.