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CIK: 0001423686
Total reported value
$1.3B
$1.3B
29 檔
62.5%
According to the latest 13F quarterly dataset, Cadian Capital Management, LP managed an equity portfolio of $1.3B at the end of Q2 2024, spanning 29 distinct U.S. exchange-listed positions.
During Q2 2024, Cadian Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRZE | Braze Inc-a | Stock-Other | 9.47% | — | +8.10% | |
| 2 | VRNS | Varonis Systems Inc | Stock-Tech | 9.07% | +5.04% | NEW | |
| 3 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 8.50% | +3.10% | -59.02% | |
| 4 | PCOR | Procore Technologies Inc | Stock-Tech | 7.29% | +0.31% | -21.50% | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 6.78% | — | +81.84% | |
| 6 | RELY | Remitly Global Inc | Stock-Other | 5.84% | — | +49.72% | |
| 7 | CRTO | Criteo Sa-spon Adr | Stock-Other | 5.35% | — | -45.73% | |
| 8 | SPT | Sprout Social Inc - Class A | Stock-Other | 5.26% | — | — | |
| 9 | GLBE | Global-E Online Ltd. | Stock-Other | 5.12% | -0.83% | EXIT | |
| 10 | GH | Guardant Health Inc | Stock-Healthcare | 4.50% | -0.17% | -45.94% | |
| 11 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 3.62% | — | -4.74% | |
| 12 | OMCL | Omnicell Inc | Stock-Healthcare | 3.33% | — | +6.63% | |
| 13 | CXM | Sprinklr Inc-a | Stock-Other | 2.96% | — | -51.67% | |
| 14 | CMRC | Commerce.com Inc | Stock-Other | 2.75% | — | -9.27% | |
| 15 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 2.45% | — | +20.29% | |
| 16 | OPLN | Openlane Inc | Stock-Other | 2.15% | — | +605.70% | |
| 17 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.10% | — | -46.13% | |
| 18 | NTNX | Nutanix Inc - A | Stock-Tech | 2.07% | -1.62% | +198.37% | |
| 19 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 1.80% | — | +8.13% | |
| 20 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.78% | — | -55.70% | |
| 21 | CYRX | Cryoport Inc | Stock-Other | 1.59% | -1.35% | -4.69% | |
| 22 | MXCT | Maxcyte Inc | Stock-Other | 1.49% | +0.05% | +16.19% | |
| 23 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 1.34% | — | -9.30% | |
| 24 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 1.32% | — | — | |
| 25 | TCMD | Tactile Systems Technology I | Stock-Other | 1.26% | +0.24% | +10.01% | |
| 26 | CTLTEUR | Catalent Inc | Stock-Other | 0.60% | — | -93.30% | |
| 27 | LUCK | Lucky Strike Entertainment C | Stock-Other | 0.10% | — | — | |
| 28 | NNOX | Nano-X Imaging Ltd. | Stock-Other | 0.06% | — | -22.73% | |
| 29 | MVIS | Microvision Inc | Stock-Other | 0.06% | — | -56.19% |
According to official SEC Form 13F filings, Cadian Capital Management, LP reported a total U.S. public equity portfolio value of $1.3B across 29 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRZE, VRNS, PLNT) accounted for 62.5% of total reported equity market value during Q2 2024.
During Q2 2024, Cadian Capital Management, LP's top holdings by market value included BRZE (9.5%)、VRNS (9.1%)、PLNT (8.5%). The largest single position, BRZE, represented 9.5% of total portfolio value.
In Q2 2024, Cadian Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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