Cadian Capital Management, Lp Top Holdings and 13F Report (2023) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $1.74 billion in total holdings as of June 30, 2023.Cadian Capital Management, Lp owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 20.46% of the portfolio was purchased this quarter.About 59.61% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 27 new stocks and bought additional shares in 5 stocks.Cadian Capital Management, Lp sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings Elastic $188,019,162Guardant Health $159,518,811Braze $153,852,462Sprout Social $139,678,999REMITLY GLOBAL INC $124,356,502 Largest New Holdings this Quarter Roku $87,631,992 HoldingIQVIA $78,604,000 HoldingEvolent Health $58,781,261 Holdingmonday.com $35,316,000 HoldingSERVICETITAN INC $12,858,750 Holding Largest Purchases this Quarter Roku 1,178,800 shares (about $87.63M)IQVIA 400,000 shares (about $78.60M)Evolent Health 5,225,001 shares (about $58.78M)Nutanix 591,892 shares (about $36.21M)monday.com 150,000 shares (about $35.32M) Largest Sales this Quarter REMITLY GLOBAL INC 7,091,512 shares (about $160.06M)Global-E Online 2,925,115 shares (about $159.51M)Procore Technologies 1,854,076 shares (about $138.93M)Planet Fitness 826,587 shares (about $81.72M)Elastic 631,026 shares (about $62.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadian Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESTCElastic$188,019,162$62,522,056 ▼-25.0%1,897,65010.8%Computer and TechnologyGHGuardant Health$159,518,811$54,574,795 ▼-25.5%5,221,5659.2%MedicalBRZEBraze$153,852,462$34,475,784 ▼-18.3%3,673,6508.9%Computer and TechnologySPTSprout Social$139,678,999$8,084,930 ▲6.1%4,548,3238.0%Computer and TechnologyREMITLY GLOBAL INC$124,356,502$160,055,426 ▼-56.3%5,509,8147.2%COMCRTOCriteo$102,236,213$28,237,334 ▲38.2%2,584,3335.9%Computer and TechnologyNTNXNutanix$89,065,355$36,211,953 ▲68.5%1,455,7925.1%Computer and TechnologyROKURoku$87,631,992$87,631,992 ▲New Holding1,178,8005.0%Consumer DiscretionaryIQVIQVIA$78,604,000$78,604,000 ▲New Holding400,0004.5%MedicalPCORProcore Technologies$72,504,816$138,925,915 ▼-65.7%967,6344.2%Computer and TechnologyPLNTPlanet Fitness$63,472,167$81,724,657 ▼-56.3%641,9763.7%Consumer DiscretionaryUSFDUS Foods$59,330,800$18,419,413 ▼-23.7%879,4963.4%Consumer StaplesEVHEvolent Health$58,781,261$58,781,261 ▲New Holding5,225,0013.4%Computer and TechnologyBBWIBath & Body Works$39,168,711$47,897,079 ▼-55.0%1,010,2842.3%Retail/WholesaleMXCTMaxCyte$38,872,804$4,806,780 ▲14.1%9,344,4242.2%MedicalCYRXCryoport$38,332,270$4,738,183 ▲14.1%4,927,0272.2%TransportationKAROPENLANE$37,739,529$10,793,813 ▼-22.2%1,902,1942.2%Auto/Tires/TrucksMNDYmonday.com$35,316,000$35,316,000 ▲New Holding150,0002.0%Computer and TechnologyLADLithia Motors$31,146,808$8,907,871 ▼-22.2%87,1411.8%Retail/WholesaleTCMDTactile Systems Technology$29,796,847$3,342,097 ▼-10.1%1,739,4541.7%MedicalGPIGroup 1 Automotive$26,358,095$7,539,013 ▼-22.2%62,5371.5%Retail/WholesaleCFLTConfluent$23,650,218$47,121,296 ▼-66.6%845,8591.4%Computer and TechnologyGLBEGlobal-E Online$22,902,600$159,506,521 ▼-87.4%420,0001.3%Retail/WholesaleFNAParagon 28$14,492,164$5,134,837 ▼-26.2%1,402,9200.8%MedicalSERVICETITAN INC$12,858,750$12,858,750 ▲New Holding125,0000.7%SHS CL ABIGCBigCommerce$8,976,075$13,955,564 ▼-60.9%1,466,6790.5%Computer and TechnologyPEGAPegasystems$0$39,944,124 ▼-100.0%00.0%Computer and TechnologyCXMSprinklr$0$35,917,236 ▼-100.0%00.0%Business ServicesOMCLOmnicell$0$34,880,000 ▼-100.0%00.0%MedicalHUBSHubSpot$0$32,427,600 ▼-100.0%00.0%Computer and TechnologyAURAurora Innovation$0$18,648,000 ▼-100.0%00.0%Business ServicesMIRMMirum Pharmaceuticals$0$18,552,846 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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