CADIAN CAPITAL MANAGEMENT, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2.8B
Holdings
36
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLNTPLANET FITNESS INC | 5,664,237 | $354.8T | 12614217.87% | |
| 2 | PCORPROCORE TECHNOLOGIES INC | 2,816,279 | $231.4T | 8228590.75% | |
| 3 | BRZEBRAZE INC | 4,533,816 | $200.8T | 7141741.35% | |
| 4 | VRNSVARONIS SYS INC | 3,992,029 | $188.3T | 6695701.19% | |
| 5 | CRTOCRITEO S A | 5,253,948 | $184.3T | 6551760.83% | |
| 6 | CTLTEURCATALENT INC | 3,225,834 | $182.1T | 6475040.07% | |
| 7 | CXMSPRINKLR INC | 12,783,324 | $156.9T | 5577310.95% | |
| 8 | RELYREMITLY GLOBAL INC | 6,466,001 | $134.1T | 4768491.58% | |
| 9 | HUBSHUBSPOT INC | 209,207 | $131.1T | 4660960.02% | |
| 10 | GHGUARDANT HEALTH INC | 5,792,779 | $119.5T | 4249351.81% | |
| 11 | LADLITHIA MTRS INC | 320,000 | $96.3T | 3423347.05% | |
| 12 | CYRXCRYOPORT INC | 4,847,769 | $85.8T | 3051066.56% | |
| 13 | USFDUS FOODS HLDG CORP | 1,440,000 | $77.7T | 2763448.72% | |
| 14 | OMCLOMNICELL COM | 2,320,571 | $67.8T | 2411904.87% | |
| 15 | ESTCELASTIC N V | 658,000 | $66.0T | 2345327.26% | |
| 16 | MIRMMIRUM PHARMACEUTICALS INC | 2,292,567 | $57.6T | 2047755.83% | |
| 17 | PEGAPEGASYSTEMS INC | 880,000 | $56.9T | 2022648.98% | |
| 18 | BBWIBATH & BODY WORKS INC | 1,050,000 | $52.5T | 1867538.17% | |
| 19 | CMRCBIGCOMMERCE HLDGS INC | 7,553,280 | $52.0T | 1850509.44% | |
| 20 | NYTNEW YORK TIMES CO | 1,166,830 | $50.4T | 1793200.51% | |
| 21 | HHYATT HOTELS CORP | 296,800 | $47.4T | 1684564.73% | |
| 22 | TCMDTACTILE SYS TECHNOLOGY INC | 1,928,031 | $31.3T | 1114047.94% | |
| 23 | AURAURORA INNOVATION INC | 10,690,781 | $30.1T | 1072000.62% | |
| 24 | SMARGBPSMARTSHEET INC | 760,000 | $29.3T | 1040425.10% | |
| 25 | MXCTGBXMAXCYTE INC | 6,560,484 | $27.5T | 977431.66% | |
| 26 | GLBEGLOBAL E ONLINE LTD | 701,580 | $25.5T | 906813.79% | |
| 27 | TKOTKO GROUP HOLDINGS INC | 200,000 | $17.3T | 614512.19% | |
| 28 | PANWPALO ALTO NETWORKS INC | 59,000 | $16.8T | 596081.44% | |
| 29 | NTNXNUTANIX INC | 245,000 | $15.1T | 537685.72% | |
| 30 | GOOGLALPHABET INC | 48,818 | $7.4T | 261994.44% | |
| 31 | OPLNOPENLANE INC | 370,000 | $6.4T | 227606.33% | |
| 32 | MVISMICROVISION INC DEL | 2,580,644 | $4.7T | 168842.75% | |
| 33 | CDNACAREDX INC | 303,106 | $3.2T | 114137.16% | |
| 34 | NNOXNANO X IMAGING LTD | 220,000 | $2.1T | 76428.22% | |
| 35 | LUCKBOWLERO CORP | 134,343 | $1.8T | 65444.34% | |
| 36 | —ARROWROOT ACQUISITION CORP | 250,000 | $58.8B | 2089.03% |