StockDriftsStockDriftsTop 28 Cadian Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 11.93% | 815.8K | $157.6M | +0.32%(+2.60K) | $196.03(+20.72%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 8.6% | 757.4K | $113.6M | -2.85%(-22.25K) | $25.22(+536.99%) | 2026-06-30 | |
| FLYW | FLYWIRE CORPORATION | 7.64% | 5.74M | $100.9M | -13.21%(-873.95K) | $13.66(+37.69%) | 2026-06-30 | |
| PLNT | PLANET FITNESS MASTER ISSUER | 6.32% | 1.60M | $83.5M | +350.80%(+1.25M) | $65.46(-23.07%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.05% | 174.0K | $79.9M | new | $467.07(+8.77%) | 2026-06-30 | |
| MNDY | MONDAY COM LTD | 5.17% | 944.0K | $68.3M | +74.95%(+404.42K) | $142.67(-38.65%) | 2026-06-30 | |
| VRNS | VARONIS SYS INC | 5.04% | 1.59M | $66.5M | new | $33.28(+35.17%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 4.7% | 326.1K | $62.1M | new | $187.18(+8.16%) | 2026-06-30 | |
| EVH | EVOLENT HEALTH INC | 4.44% | 10.81M | $58.6M | +0.00%(+0) | $14.35(-68.15%) | 2026-06-30 | |
| HQY | HEALTHEQUITY INC | 4.28% | 626.7K | $56.6M | -24.74%(-206.00K) | $91.40(+12.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.76% | +39.61% | +5.97% | +33.63% |
| Top 20 Holdings Unweighted | +8.71% | +28.48% | -0.59% | -2.93% |
Cadian Capital Management LP reports $1.32B in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are IQV (11.9%), GH (8.6%) and FLYW (7.6%). The top 20 holdings account for 94.73% of reported assets. Its disclosed equity book has returned +39.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cadian Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1423686). View Cadian Capital Management LP’s 13F filings on SEC