CADIAN CAPITAL MANAGEMENT, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC CADIAN CAPITAL MANAGEMENT, LP | Institutional Filer | ▼ 40.68% | $821.2M | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA Holdings Inc. | Healthcare | 813K | $138.7M | 16.89% |
| 2 | DKNG | DraftKings Inc. | Consumer Cyclical | 3.7M | $79.2M | 9.64% |
| 3 | FLYW | Flywire Corporation | Technology | 6.6M | $77.0M | 9.38% |
| 4 | GH | Guardant Health, Inc. | Healthcare | 780K | $72.0M | 8.77% |
| 5 | HQY | HealthEquity, Inc. | Healthcare | 833K | $69.6M | 8.47% |
| 6 | PANW | Palo Alto Networks, Inc. | Technology | 275K | $44.0M | 5.36% |
| 7 | CYRX | Cryoport, Inc. | Industrials | 4.8M | $39.5M | 4.82% |
| 8 | MNDY | monday.com Ltd. | Technology | 540K | $37.3M | 4.54% |
| 9 | NTNX | Nutanix, Inc. | Technology | 850K | $32.3M | 3.93% |
| 10 | INTA | Intapp, Inc. | Technology | 1.2M | $32.1M | 3.91% |
| 11 | TCMD | Tactile Systems Technology, Inc. | Healthcare | 1.0M | $27.2M | 3.31% |
| 12 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 355K | $26.4M | 3.22% |
| 13 | EVH | Evolent Health, Inc. | Healthcare | 10.8M | $24.7M | 3.00% |
| 14 | SIBN | SI-BONE, Inc. | Healthcare | 1.9M | $23.8M | 2.90% |
| 15 | ALKT | Alkami Technology, Inc. | Technology | 1.3M | $20.9M | 2.55% |
Showing 1 to 15 of 23 holdings