StockDriftsStockDriftsTop 23 Cadian Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 16.89% | 813.2K | $138.7M | +47.93%(+263.48K) | $196.09(-13.75%) | 2026-03-31 | |
| DKNG | DRAFTKINGS INC NEW | 9.64% | 3.66M | $79.2M | -33.69%(-1.86M) | $36.96(-32.35%) | 2026-03-31 | |
| FLYW | FLYWIRE CORPORATION | 9.38% | 6.62M | $77.0M | -16.51%(-1.31M) | $13.66(+17.56%) | 2026-03-31 | |
| GH | GUARDANT HEALTH INC | 8.77% | 779.6K | $72.0M | -15.50%(-142.98K) | $25.22(+276.31%) | 2026-03-31 | |
| HQY | HEALTHEQUITY INC | 8.47% | 832.7K | $69.6M | +46.94%(+266.00K) | $91.40(-10.10%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 5.36% | 274.5K | $44.0M | new | $172.26(+40.97%) | 2026-03-31 | |
| CYRX | CRYOPORT INC | 4.82% | 4.78M | $39.5M | -3.75%(-186.21K) | $15.20(-13.53%) | 2026-03-31 | |
| MNDY | MONDAY COM LTD | 4.54% | 539.6K | $37.3M | +23.06%(+101.12K) | $197.02(-63.47%) | 2026-03-31 | |
| NTNX | NUTANIX INC | 3.93% | 850.0K | $32.3M | -38.30%(-527.59K) | $60.99(-24.02%) | 2026-03-31 | |
| INTA | INTAPP INC | 3.91% | 1.25M | $32.1M | +574.80%(+1.06M) | $36.88(-43.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.71% | +18.13% |
| Top 20 Holdings Unweighted | +3.59% | +11.15% |
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