CADIAN CAPITAL MANAGEMENT, LP
13F filer · CIK 1423686 · New York, NY
Summary
CADIAN CAPITAL MANAGEMENT, LP reported $1.32B across 28 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are IQV (11.9%), GH (8.6%), FLYW (7.6%). Versus 2026 Q1, leaving options aside, it opened 9 new positions, added to 12, trimmed 6 and sold out of 4.
Reported value$1.32B
Positions28
Report period2026 Q2
FiledAug 14, 2026
New positions9
Added12
Trimmed6
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.9%Value $157.62MPrice $270.97Shares 816K +0.32%Since Jun 30 +40.24%
Weight 8.6%Value $113.63MPrice $177.33Shares 757K -2.85%Since Jun 30 +18.20%
Weight 7.6%Value $100.92MPrice $17.30Shares 5.74M -13.21%Since Jun 30 -1.54%
Weight 6.3%Value $83.49MPrice $40.50Shares 1.60M +350.80%Since Jun 30 -22.37%
Weight 6.0%Value $79.89MPrice $497.51Shares 174KSince Jun 30 +8.36%
Weight 5.2%Value $68.34MPrice $79.05Shares 944K +74.95%Since Jun 30 +9.20%
Weight 5.0%Value $66.54MPrice $47.92Shares 1.59MSince Jun 30 +14.22%
Weight 4.7%Value $62.11MPrice $227.33Shares 326KSince Jun 30 +19.35%
Weight 4.4%Value $58.61MPrice $3.65Shares 10.81MSince Jun 30 -32.66%
Weight 4.3%Value $56.60MPrice $88.44Shares 627K -24.74%Since Jun 30 -2.08%
Weight 4.2%Value $54.96MPrice $35.39Shares 2.18M +74.65%Since Jun 30 +40.38%
Weight 4.1%Value $54.63MPrice $18.76Shares 3.35M +77.36%Since Jun 30 +14.95%
Weight 3.6%Value $47.17MPrice $43.88Shares 1.11M +550.08%Since Jun 30 +2.81%
Weight 3.6%Value $46.96MPrice $22.82Shares 1.58M +51.47%Since Jun 30 -23.37%
Weight 3.5%Value $45.85MPrice $17.38Shares 2.92M -38.85%Since Jun 30 +10.70%
Weight 3.2%Value $42.83MPrice $246.67Shares 180KSince Jun 30 +3.50%
Weight 2.6%Value $34.32MPrice $49.06Shares 845K +156.06%Since Jun 30 +20.78%
Weight 2.3%Value $30.55MPrice $68.70Shares 600K -29.47%Since Jun 30 +34.81%
Weight 2.0%Value $26.76MPrice $13.37Shares 1.48M +10.62%Since Jun 30 -26.21%
Weight 1.5%Value $19.87MPrice $282.07Shares 79K +75.56%Since Jun 30 +12.13%
Weight 1.3%Value $17.14MPrice $452.88Shares 36K -24.74%Since Jun 30 -5.17%
Weight 1.1%Value $14.18MPrice $1011Shares 14KSince Jun 30 -3.00%
Weight 0.8%Value $10.36MPrice $4.74Shares 4.21M +1.32%Since Jun 30 +92.68%
Weight 0.6%Value $8.17MPrice $715.62Shares 15KSince Jun 30 +27.04%
Weight 0.5%Value $7.00MPrice $68.19Shares 144KSince Jun 30 +40.57%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.9% | $157.62M | +40.24% | +0.32% | Add | |
| 8.6% | $113.63M | +18.20% | -2.85% | Trim | |
| 7.6% | $100.92M | -1.54% | -13.21% | Trim | |
| 6.3% | $83.49M | -22.37% | +350.80% | Add | |
| 6.0% | $79.89M | +8.36% | — | New | |
| 5.2% | $68.34M | +9.20% | +74.95% | Add | |
| 5.0% | $66.54M | +14.22% | — | New | |
| 4.7% | $62.11M | +19.35% | — | New | |
| 4.4% | $58.61M | -32.66% | — | Hold | |
| 4.3% | $56.60M | -2.08% | -24.74% | Trim | |
| 4.2% | $54.96M | +40.38% | +74.65% | Add | |
| 4.1% | $54.63M | +14.95% | +77.36% | Add | |
| 3.6% | $47.17M | +2.81% | +550.08% | Add | |
| 3.6% | $46.96M | -23.37% | +51.47% | Add | |
| 3.5% | $45.85M | +10.70% | -38.85% | Trim | |
| 3.2% | $42.83M | +3.50% | — | New | |
| 2.6% | $34.32M | +20.78% | +156.06% | Add | |
| 2.3% | $30.55M | +34.81% | -29.47% | Trim | |
| 2.0% | $26.76M | -26.21% | +10.62% | Add | |
| 1.5% | $19.87M | +12.13% | +75.56% | Add | |
| 1.3% | $17.14M | -5.17% | -24.74% | Trim | |
| 1.1% | $14.18M | -3.00% | — | New | |
| 0.8% | $10.36M | +92.68% | +1.32% | Add | |
| 0.6% | $8.17M | +27.04% | — | New | |
| 0.5% | $7.00M | +40.57% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.