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 PEGA
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,093,708 | 119,683 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $19,972,061 | 546,506 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $28,441,600 | 880,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,124,543 | 1,478,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,474,803 | 3,431,228 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $85,963,202 | 3,487,351 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,415,227 | 3,028,681 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,034,345 | 2,396,866 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,047,325 | 1,247,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,729,701 | 197,730 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $19,975,941 | 349,413 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $136,280,204 | 2,045,328 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $109,139,710 | 1,803,366 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $78,793,927 | 1,557,654 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $43,901,720 | 1,232,675 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||