CADIAN CAPITAL MANAGEMENT, LP
data from 30/09/2025
Capitalization
$ 1.683 B
-5.75 %
Performance
$ 5.613 B
41 872.52 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | GLBE | GLOBAL E ONLINE LTD | 12.06% | 202.875 M $ | 5673244 | 2024/03/31 | 12.248 M $ | 6.62 % |
| 2025/09/30 | FLYW | FLYWIRE CORPORATION | 9.10% | 153.145 M $ | 11310589 | 2025/03/31 | 17.952 M $ | 15.73 % |
| 2025/09/30 | IQV | IQVIA HLDGS INC | 9.06% | 152.535 M $ | 803069 | 2024/12/31 | 21.102 M $ | 20.53 % |
| 2025/09/30 | GH | GUARDANT HEALTH INC | 7.95% | 133.782 M $ | 2141191 | 2023/12/31 | 33.191 M $ | 20.06 % |
| 2025/09/30 | CFLT | CONFLUENT INC | 6.91% | 116.298 M $ | 5873644 | 2024/09/30 | -22.322 M $ | -20.58 % |
| 2025/09/30 | VRNS | VARONIS SYS INC | 6.20% | 104.371 M $ | 1816100 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EVH | EVOLENT HEALTH INC | 5.90% | 99.227 M $ | 11728924 | 2024/12/31 | -29.189 M $ | -24.87 % |
| 2025/09/30 | NTNX | NUTANIX INC | 5.68% | 95.502 M $ | 1283808 | 2024/03/31 | -2.461 M $ | -2.68 % |
| 2025/09/30 | OMCL | OMNICELL COM | 3.79% | 63.742 M $ | 2093318 | 2025/06/30 | 1.746 M $ | 3.57 % |
| 2025/09/30 | HUBS | HUBSPOT INC | 3.76% | 63.281 M $ | 135274 | 2022/06/30 | -3.837 M $ | -15.96 % |
| 2025/09/30 | PCOR | PROCORE TECHNOLOGIES INC | 3.38% | 56.932 M $ | 780741 | 2022/06/30 | 7.666 M $ | 6.58 % |
| 2025/09/30 | CRTO | CRITEO S A | 3.33% | 55.957 M $ | 2475961 | 2023/06/30 | -6.804 M $ | -5.68 % |
| 2025/09/30 | DKNG | DRAFTKINGS INC NEW | 3.09% | 51.940 M $ | 1388760 | 2025/06/30 | -933.300 K $ | -12.80 % |
| 2025/09/30 | MNDY | MONDAY COM LTD | 3.04% | 51.134 M $ | 264000 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BRZE | BRAZE INC | 2.98% | 50.143 M $ | 1763108 | 2022/03/31 | 901.505 K $ | 1.21 % |
| 2025/09/30 | SPT | SPROUT SOCIAL INC | 2.96% | 49.835 M $ | 3857191 | 2024/06/30 | -38.123 M $ | -38.21 % |
| 2025/09/30 | CYRX | CRYOPORT INC | 2.81% | 47.249 M $ | 4984070 | 2023/03/31 | 10.038 M $ | 27.08 % |
| 2025/09/30 | KAR | OPENLANE INC | 2.00% | 33.581 M $ | 1166828 | 2024/03/31 | 9.117 M $ | 17.71 % |
| 2025/09/30 | TCMD | TACTILE SYS TECHNOLOGY INC | 1.69% | 28.452 M $ | 2055758 | 2023/12/31 | 8.546 M $ | 36.49 % |
| 2025/09/30 | RELY | REMITLY GLOBAL INC | 1.25% | 21.013 M $ | 1289122 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | FLUT | FLUTTER ENTMT PLC | 0.79% | 13.221 M $ | 52050 | 2025/06/30 | -1.945 M $ | -11.11 % |
| 2025/09/30 | MXCT | MAXCYTE INC | 0.77% | 13.000 M $ | 8227603 | 2023/12/31 | -5.349 M $ | -27.52 % |
| 2025/09/30 | WIX | WIX COM LTD | 0.61% | 10.214 M $ | 57500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SIBN | SI-BONE INC | 0.52% | 8.758 M $ | 595000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OABI | OMNIAB INC | 0.35% | 5.881 M $ | 3675568 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RBRK | RUBRIK INC. | 0.04% | 658.000 K $ | 8000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SDGR | SCHRODINGER INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PRO | PROS HOLDINGS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ESTC | ELASTIC N V | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ROKU | ROKU INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ACVA | ACV AUCTIONS INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |