Cadian Capital Management, LP
Annual return
—
SPY
—
Alpha
—
Invested
$821.2M
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IQV
IQVIA HLDGS INC
Q3 2025: Increased +23.1% (652.3k → 803.1k shares)
16.9%
02
$DKNG
DRAFTKINGS INC NEW
Q3 2025: Increased +716.9% (170.0k → 1.39M shares)
9.6%
03
$FLYW
FLYWIRE CORPORATION
Q3 2025: Increased +15.9% (9.76M → 11.31M shares)
9.4%
04
$GH
GUARDANT HEALTH INC
Q3 2025: Sold 32.6% (3.18M → 2.14M shares)
8.8%
05
$HQY
HEALTHEQUITY INC
Held since at least Q1 2024
8.5%
06
$PANW
PALO ALTO NETWORKS INC
Held since at least Q1 2024
5.4%
07
$CYRX
CRYOPORT INC
Q1 2025: Increased +1.1% (4.93M → 4.98M shares)
4.8%
08
$MNDY
MONDAY COM LTD
Q3 2025: New position (264.0k shares)
4.5%
09
$NTNX
NUTANIX INC
Q3 2025: Increased +6.9% (1.20M → 1.28M shares)
3.9%
10
$INTA
INTAPP INC
Held since at least Q1 2024
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:43 UTC.