CADIAN CAPITAL MANAGEMENT, LP
Top Portfolio Positions
23 positions ·
$898,239,014 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FLYW |
Flywire Corp
Technology
|
13,236,238 | $154,069,810 | 17.15% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
813,152 | $138,674,942 | 15.44% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
3,662,983 | $79,193,692 | 8.82% | |
| GH |
Guardant Health, Inc.
Healthcare
|
779,648 | $72,016,085 | 8.02% | |
| HQY |
Healthequity, Inc.
Healthcare
|
832,700 | $69,588,739 | 7.75% | |
| PANW |
Palo Alto Networks Inc
Technology
|
274,500 | $44,007,840 | 4.90% | |
| CYRX |
Cryoport, Inc.
Industrials
|
4,776,343 | $39,548,120 | 4.40% | |
| MNDY |
monday.com Ltd.
Technology
|
539,610 | $37,292,447 | 4.15% | |
| NTNX |
Nutanix, Inc.
Technology
|
850,000 | $32,308,500 | 3.60% | |
| INTA |
Intapp, Inc.
Technology
|
1,248,372 | $32,070,676 | 3.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NTNX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,308,500 | 850,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,207,575 | 1,377,589 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $95,502,477 | 1,283,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $91,781,431 | 1,200,699 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $120,547,349 | 1,726,792 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $89,065,354 | 1,455,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $51,186,075 | 863,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,557,350 | 731,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,121,400 | 245,000 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||