Q2 2026 13F · SEC CIK 1423686
Cadian Capital Management, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.3B
- Reported positions
- 28
- Top holdings a year, 3 yrs
- +19.6%
- Assets under management
- $2.7B
Cadian Capital Management, LP is a hedge fund that reported 28 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Iqvia Hldgs Inc (IQV, 11.9%), Guardant Health Inc (GH, 8.6%), Flywire Corporation (FLYW, 7.6%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.
Cadian Capital Management, LP holdings all 28 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Cadian Capital Management, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SPOT Spotify Technology SA6.0% of 13F
- VRNS Varonis Sys Inc5.0% of 13F
- DHR Danaher Corp Del4.7% of 13F
- AMZN Amazon Com Inc3.2% of 13F
- EQIX Equinix Inc1.1% of 13F
- META Meta Platforms Inc0.6% of 13F
- WK Workiva Inc0.5% of 13F
- SHC Sotera Health Co0.5% of 13F
Added to
- BSX Boston Scientific Corp+550.1% shares
- PLNT Planet Fitness Master Issuer+350.8% shares
- PCOR Procore Technologies Inc+156.1% shares
- SIBN SI-BONE Inc+77.4% shares
- VRSN Verisign Inc+75.6% shares
- MNDY Monday Com Ltd+74.9% shares
- INTA Intapp Inc+74.6% shares
- TCMD Tactile Sys Technology Inc+51.5% shares
Reduced
- CYRX Cryoport Inc-38.9% shares
- NTNX Nutanix Inc-29.5% shares
- HQY Healthequity Inc-24.7% shares
- TSM Taiwan Semiconductor Manufac-24.7% shares
- FLYW Flywire Corporation-13.2% shares
Sold out
- DKNG Draftkings Incwas 9.6%
- PANW Palo Alto Networks Incwas 5.4%
- GLBE Global E Online Ltdwas 0.8%
- PEGA Pegasystems Incwas 0.6%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +26.7% /yr
- S&P 500 +20.1%
- 3 years
- +19.6% /yr
- S&P 500 +20.4%
- 5 years
- +14.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 28 |
| Q1 2026 | $821.2M | 23 |
| Q4 2025 | $1.4B | 26 |
| Q3 2025 | $1.7B | 26 |
| Q2 2025 | $1.8B | 24 |
| Q1 2025 | $2.3B | 30 |
| Q4 2024 | $1.7B | 26 |
| Q3 2024 | $2.0B | 27 |
| Q2 2024 | $2.0B | 29 |
| Q1 2024 | $2.8B | 36 |
| Q4 2023 | $2.5B | 31 |
| Q3 2023 | $2.5B | 32 |
Questions about Cadian Capital Management, LP's portfolio
What stocks does Cadian Capital Management, LP own?
Cadian Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 28 positions worth $1.3B. The largest are Iqvia Hldgs Inc (IQV) at 11.9%, Guardant Health Inc (GH) at 8.6%, Flywire Corporation (FLYW) at 7.6%, Planet Fitness Master Issuer (PLNT) at 6.3% and Spotify Technology SA (SPOT) at 6.0%.
What did Cadian Capital Management, LP buy last quarter?
In Q2 2026, Cadian Capital Management, LP added a new position in Spotify Technology SA (SPOT), a new position in Varonis Sys Inc (VRNS), a new position in Danaher Corp Del (DHR), a new position in Amazon Com Inc (AMZN), a new position in Equinix Inc (EQIX), Boston Scientific Corp (BSX) (+550.1% shares), Planet Fitness Master Issuer (PLNT) (+350.8% shares) and Procore Technologies Inc (PCOR) (+156.1% shares), compared with its Q1 2026 filing.
What did Cadian Capital Management, LP sell last quarter?
In Q2 2026, Cadian Capital Management, LP sold all of Draftkings Inc (DKNG), sold all of Palo Alto Networks Inc (PANW), sold all of Global E Online Ltd (GLBE), sold all of Pegasystems Inc (PEGA), Cryoport Inc (CYRX) (-38.9% shares), Nutanix Inc (NTNX) (-29.5% shares) and Healthequity Inc (HQY) (-24.7% shares), compared with its Q1 2026 filing.
How has Cadian Capital Management, LP's portfolio performed?
A portfolio copying Cadian Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.7% against +20.1%. Over 5 years: +14.6% a year against +11.6%.
When is Cadian Capital Management, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Cadian Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Cadian Capital Management, LP manage?
Cadian Capital Management, LP reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.