Cadian Capital Management, LP Portfolio Holdings

Cadian Capital Management, LP

  • $1.66 Billion
  • Q3 2025

Cadian Capital Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.66 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Global E Online Ltd. with a value of $203M, Flywire Corp with a value of $153M, Iqvia Holdings Inc. with a value of $153M, Guardant Health, Inc. with a value of $134M, and Confluent, Inc. with a value of $116M.

Examining the 13F form we can see an decrease of $105M in the current position value, from $1.77B to 1.66B.

Cadian Capital Management, LP is based out at New York, NY

Below you can find more details about Cadian Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.66 Billion
Technology: $772 Million
Healthcare: $499 Million
Consumer Cyclical: $288 Million
Communication Services: $56 Million
Industrials: $47.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.55B
$203 Million 12.2% of portfolio
5,673,244
Q3 2025 Added 2.83%
$1.42B
$153 Million 9.21% of portfolio
11,310,589
Q3 2025 Added 15.93%
$41B
$153 Million 9.17% of portfolio
803,069
Q3 2025 Added 23.11%
$9.65B
$134 Million 8.05% of portfolio
2,141,191
Q3 2025 Reduced 32.65%
$3.29B
$116 Million 6.99% of portfolio
5,873,644
Q3 2025 Added 34.99%
$3.7B
$104 Million 6.28% of portfolio
1,816,100
Q3 2025 New
$406M
$99.2 Million 5.97% of portfolio
11,728,924
Q3 2025 Added 12.51%
$15.2B
$95.5 Million 5.74% of portfolio
1,283,808
Q3 2025 Added 6.92%
$1.56B
$63.7 Million 3.83% of portfolio
2,093,318
Q3 2025 Added 25.87%
$19B
$63.3 Million 3.81% of portfolio
135,274
Q3 2025 Added 213.13%
$10.3B
$56.9 Million 3.42% of portfolio
780,741
Q3 2025 Reduced 54.17%
$1.26B
$56 Million 3.37% of portfolio
2,475,961
Q3 2025 Reduced 50.51%
$13.3B
$51.9 Million 3.12% of portfolio
1,388,760
Q3 2025 Added 716.92%
$7.02B
$51.1 Million 3.08% of portfolio
264,000
Q3 2025 New
$1.51B
$50.1 Million 3.02% of portfolio
1,763,108
Q3 2025 Reduced 33.5%
$471M
$49.8 Million 3.0% of portfolio
3,857,191
Q3 2025 Reduced 19.16%
$2.97B
$33.6 Million 2.02% of portfolio
1,166,828
Q3 2025 Reduced 44.58%
$481M
$28.2 Million 1.7% of portfolio
2,055,758
Q3 2025 Reduced 10.99%
$2.09B
$21 Million 1.26% of portfolio
1,289,122
Q3 2025 New
$161M
$13 Million 0.78% of portfolio
8,227,603
Q3 2025 Reduced 7.71%
$7.2B
$10.2 Million 0.61% of portfolio
57,500
Q3 2025 New
$598M
$8.76 Million 0.53% of portfolio
595,000
Q3 2025 New
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 15.02%
-
$0 0.0% of portfolio
-
Q3 2025 New
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $1.66 Billion
  • Prior Value $1.77 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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