CADIAN CAPITAL MANAGEMENT, LP
Top Portfolio Positions
23 positions ·
$821,204,109 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IQV |
Iqvia Holdings Inc.
Healthcare
|
813,152 | $138,674,942 | 16.89% |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
3,662,983 | $79,193,692 | 9.64% |
| FLYW |
Flywire Corp
Technology
|
6,618,119 | $77,034,905 | 9.38% |
| GH |
Guardant Health, Inc.
Healthcare
|
779,648 | $72,016,085 | 8.77% |
| HQY |
Healthequity, Inc.
Healthcare
|
832,700 | $69,588,739 | 8.47% |
| PANW |
Palo Alto Networks Inc
Technology
|
274,500 | $44,007,840 | 5.36% |
| CYRX |
Cryoport, Inc.
Industrials
|
4,776,343 | $39,548,120 | 4.82% |
| MNDY |
monday.com Ltd.
Technology
|
539,610 | $37,292,447 | 4.54% |
| NTNX |
Nutanix, Inc.
Technology
|
850,000 | $32,308,500 | 3.93% |
| INTA |
Intapp, Inc.
Technology
|
1,248,372 | $32,070,676 | 3.91% |
Portfolio Trend
Holdings in GLBE
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,839,290 | 221,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,404,618 | 4,385,770 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,875,205 | 5,673,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $185,051,449 | 5,517,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,772,100 | 2,434,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,902,600 | 420,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $128,586,220 | 3,345,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $102,852,362 | 2,835,742 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,502,433 | 701,580 | Shares | Sole | 2024-05-15 | |
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