Cadian Capital Management, LP holds a focused book of 23 stocks worth $821.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Draftkings Inc-CL A. Their largest long position is Iqvia Holdings Inc at 17% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1423686/holdings"
Use Arkolith to show CADIAN CAPITAL MANAGEMENT, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Iqvia Hldgs Inc COM | $138.7M | 813.2K | 16.9% | ▲+48% Added · +263K sh | |
| 2 | Draftkings Inc New COM CL A | $79.2M | 3.66M | 9.6% | ▼−34% Reduced · −1.9M sh | |
| 3 | Flywire Corporation COM VTG | $77.0M | 6.62M | 9.4% | ▼−17% Reduced · −1.3M sh | |
| 4 | Guardant Health Inc COM | $72.0M | 779.6K | 8.8% | ▼−15% Reduced · −143K sh | |
| 5 | Healthequity Inc COM | $69.6M | 832.7K | 8.5% | ▲+47% Added · +266K sh | |
| 6 | Palo Alto Networks Inc COM | $44.0M | 274.5K | 5.4% | ▲New New position | |
| 7 | Cryoport Inc COM PAR $0.001 | $39.5M | 4.78M | 4.8% | ▼−3.8% Reduced · −186K sh | |
| 8 | Monday Com Ltd SHS | $37.3M | 539.6K | 4.5% | ▲+23% Added · +101K sh | |
| 9 | Nutanix Inc CL A | $32.3M | 850.0K | 3.9% | ▼−38% Reduced · −528K sh | |
| 10 | Intapp Inc COM | $32.1M | 1.25M | 3.9% | ▲+575% Added · +1.1M sh | |
| 11 | Tactile Sys Technology Inc COM | $27.2M | 1.04M | 3.3% | ▼−4.0% Reduced · −43K sh | |
| 12 | Planet Fitness Master Issuer CL A | $26.4M | 355.0K | 3.2% | ▲New New position | |
| 13 | Evolent Health Inc CL A | $24.7M | 10.81M | 3.0% | ▼−2.4% Reduced · −271K sh | |
| 14 | Si Bone Inc COM | $23.8M | 1.89M | 2.9% | ▲+61% Added · +716K sh | |
| 15 | Alkami Technology Inc COM | $20.9M | 1.33M | 2.5% | ▲+14% Added · +166K sh | |
| 16 | Procore Technologies Inc COM | $18.8M | 330.0K | 2.3% | ▼−69% Reduced · −726K sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $16.1M | 47.7K | 2.0% | ▼−16% Reduced · −9K sh | |
| 18 | Verisign Inc COM | $11.2M | 45.0K | 1.4% | ▲New New position | |
| 19 | Boston Scientific Corp COM | $10.7M | 170.0K | 1.3% | ▲New New position | |
| 20 | Global E Online Ltd SHS | $6.8M | 221.7K | 0.8% | ▼−95% Reduced · −4.2M sh | |
| 21 | Omniab Inc COM | $6.5M | 4.16M | 0.8% | ▼−6.3% Reduced · −278K sh | |
| 22 | Pegasystems Inc COM | $5.1M | 119.7K | 0.6% | ▲New New position | |
| 23 | Maxcyte Inc COM | $1.2M | 1.72M | 0.1% | ▼−53% Reduced · −2.0M sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.