Cadian Capital Management, Lp Top Holdings and 13F Report (2023) About Cadian Capital Management, LpInvestment ActivityCadian Capital Management, Lp has $1.95 billion in total holdings as of June 30, 2023.Cadian Capital Management, Lp owns shares of 27 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.80% of the portfolio was purchased this quarter.About 28.79% of the portfolio was sold this quarter.This quarter, Cadian Capital Management, Lp has purchased 29 new stocks and bought additional shares in 9 stocks.Cadian Capital Management, Lp sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings Elastic $194,101,170Procore Technologies $174,155,941REMITLY GLOBAL INC $168,731,755Guardant Health $160,762,924Braze $145,428,258 Largest New Holdings this Quarter Confluent $51,585,245 HoldingPegasystems $39,944,124 HoldingHubSpot $32,427,600 HoldingParagon 28 $12,692,000 Holding Largest Purchases this Quarter Elastic 1,332,147 shares (about $102.26M)Guardant Health 3,876,166 shares (about $88.92M)Confluent 2,531,170 shares (about $51.59M)Pegasystems 546,506 shares (about $39.94M)REMITLY GLOBAL INC 2,920,466 shares (about $39.11M) Largest Sales this Quarter Omnicell 1,674,367 shares (about $73.00M)Planet Fitness 852,483 shares (about $69.24M)Criteo 980,870 shares (about $39.47M)Aurora Innovation 6,546,961 shares (about $38.76M)Mirum Pharmaceuticals 759,407 shares (about $29.62M) 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$194,101,170$102,255,604 ▲111.3%2,528,6769.9%Computer and TechnologyPCORProcore Technologies$174,155,941$37,703,390 ▲27.6%2,821,7108.9%Business ServicesREMITLY GLOBAL INC$168,731,755$39,105,040 ▲30.2%12,601,3268.6%COMGHGuardant Health$160,762,924$88,919,248 ▲123.8%7,007,9748.2%MedicalBRZEBraze$145,428,258$13,068,271 ▼-8.2%4,496,8547.4%Business ServicesGLBEGlobal-E Online$128,586,221$19,580,298 ▲18.0%3,345,1156.6%Retail/WholesaleSPTSprout Social$124,566,578$38,424,319 ▲44.6%4,285,0566.4%Computer and TechnologyPLNTPlanet Fitness$119,276,687$69,238,669 ▼-36.7%1,468,5636.1%Consumer DiscretionaryCRTOCriteo$75,270,852$39,470,209 ▼-34.4%1,870,5483.9%Computer and TechnologyBBWIBath & Body Works$71,682,744$31,367,784 ▲77.8%2,245,7003.7%Retail/WholesaleUSFDUS Foods$70,881,087$13,479,017 ▼-16.0%1,152,5383.6%Consumer StaplesCFLTConfluent$51,585,245$51,585,245 ▲New Holding2,531,1702.6%Business ServicesNTNXNutanix$51,186,075$7,874,325 ▲18.2%863,9002.6%Computer and TechnologyKAROPENLANE$41,292,481$2,782,854 ▼-6.3%2,446,2372.1%Auto/Tires/TrucksPEGAPegasystems$39,944,124$39,944,124 ▲New Holding546,5062.0%Computer and TechnologyCXMSprinklr$35,917,236$11,837,104 ▼-24.8%4,646,4731.8%Business ServicesLADLithia Motors$35,595,691$9,429,779 ▼-20.9%112,0631.8%Retail/WholesaleCYRXCryoport$35,019,029$2,452,683 ▼-6.5%4,318,0061.8%TransportationOMCLOmnicell$34,880,000$73,002,401 ▼-67.7%800,0001.8%MedicalHUBSHubSpot$32,427,600$32,427,600 ▲New Holding61,0001.7%Computer and TechnologyMXCTMaxCyte$31,855,008$2,201,767 ▲7.4%8,188,9481.6%MedicalGPIGroup 1 Automotive$30,805,609$3,422,845 ▼-10.0%80,4241.6%Retail/WholesaleTCMDTactile Systems Technology$28,263,863$2,723,698 ▼-8.8%1,934,5561.4%MedicalBIGCBigCommerce$21,919,950$18,169,644 ▼-45.3%3,747,0001.1%Retail/WholesaleAURAurora Innovation$18,648,000$38,758,009 ▼-67.5%3,150,0001.0%Business ServicesMIRMMirum Pharmaceuticals$18,552,846$29,616,873 ▼-61.5%475,7140.9%MedicalFNAParagon 28$12,692,000$12,692,000 ▲New Holding1,900,0000.6%MedicalVRNSVaronis Systems$0$182,345,579 ▼-100.0%00.0%Computer and TechnologySMARSmartsheet$0$36,222,740 ▼-100.0%00.0%Computer and TechnologyCTLTCatalent$0$12,145,680 ▼-100.0%00.0%MedicalBOWLBowlero$0$1,946,630 ▼-100.0%00.0%Consumer DiscretionaryNNOXNano-X Imaging$0$1,247,800 ▼-100.0%00.0%Business ServicesMVISMicroVision$0$1,198,483 ▼-100.0%00.0%Computer and TechnologyShowing 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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