Cadian Capital Management, LP Portfolio Holdings

Cadian Capital Management, LP

  • $1.77 Billion
  • Q2 2025

Cadian Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.77 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Global E Online Ltd. with a value of $185M, Guardant Health, Inc. with a value of $165M, Criteo S.A. with a value of $120M, Evolent Health, Inc. with a value of $117M, and Procore Technologies, Inc. with a value of $117M.

Examining the 13F form we can see an decrease of $568M in the current position value, from $2.34B to 1.77B.

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 $1.77 Billion
Technology: $689 Million
Healthcare: $539 Million
Consumer Cyclical: $299 Million
Communication Services: $204 Million
Industrials: $37.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.32B
$185 Million 10.47% of portfolio
5,517,336
Q2 2025 Added 126.68%
$5.63B
$165 Million 9.36% of portfolio
3,179,217
Q2 2025 Reduced 30.81%
$8.64B
$117 Million 6.59% of portfolio
1,703,477
Q2 2025 Reduced 13.69%
$2.29B
$108 Million 6.14% of portfolio
4,351,197
Q2 2025 Added 90.7%
$3.32B
$51.5 Million 2.91% of portfolio
2,105,494
Q2 2025 Reduced 10.87%
$6.95B
$49.2 Million 2.78% of portfolio
583,463
Q2 2025 Reduced 77.12%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $1.77 Billion
  • Prior Value $2.34 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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