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 | Open |
|---|---|---|---|---|---|
| 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 OABI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,526,692 | 4,157,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,204,664 | 4,434,954 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,880,908 | 3,675,568 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||