CADIAN CAPITAL MANAGEMENT, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.0T
Holdings
29
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRZEBRAZE INC | 4,900,944 | $190.4B | 9.47% | |
| 2 | VRNSVARONIS SYS INC | 3,801,242 | $182.3B | 9.07% | |
| 3 | PLNTPLANET FITNESS INC | 2,321,046 | $170.8B | 8.50% | |
| 4 | PCORPROCORE TECHNOLOGIES INC | 2,210,832 | $146.6B | 7.29% | |
| 5 | ESTCELASTIC N V | 1,196,529 | $136.3B | 6.78% | |
| 6 | RELYREMITLY GLOBAL INC | 9,680,860 | $117.3B | 5.84% | |
| 7 | CRTOCRITEO S A | 2,851,418 | $107.6B | 5.35% | |
| 8 | SPTSPROUT SOCIAL INC | 2,963,270 | $105.7B | 5.26% | |
| 9 | GLBEGLOBAL E ONLINE LTD | 2,835,742 | $102.9B | 5.12% | |
| 10 | GHGUARDANT HEALTH INC | 3,131,808 | $90.4B | 4.50% | |
| 11 | USFDUS FOODS HLDG CORP | 1,371,709 | $72.7B | 3.62% | |
| 12 | OMCLOMNICELL COM | 2,474,367 | $67.0B | 3.33% | |
| 13 | CXMSPRINKLR INC | 6,177,793 | $59.4B | 2.96% | |
| 14 | CMRCBIGCOMMERCE HLDGS INC | 6,852,922 | $55.2B | 2.75% | |
| 15 | BBWIBATH & BODY WORKS INC | 1,263,000 | $49.3B | 2.45% | |
| 16 | OPLNOPENLANE INC | 2,611,098 | $43.3B | 2.15% | |
| 17 | MIRMMIRUM PHARMACEUTICALS INC | 1,235,121 | $42.2B | 2.10% | |
| 18 | NTNXNUTANIX INC | 731,000 | $41.6B | 2.07% | |
| 19 | SMARGBPSMARTSHEET INC | 821,750 | $36.2B | 1.80% | |
| 20 | LADLITHIA MTRS INC | 141,750 | $35.8B | 1.78% | |
| 21 | CYRXCRYOPORT INC | 4,620,433 | $31.9B | 1.59% | |
| 22 | MXCTGBXMAXCYTE INC | 7,622,941 | $29.9B | 1.49% | |
| 23 | AURAURORA INNOVATION INC | 9,696,961 | $26.9B | 1.34% | |
| 24 | GPIGROUP 1 AUTOMOTIVE INC | 89,360 | $26.6B | 1.32% | |
| 25 | TCMDTACTILE SYS TECHNOLOGY INC | 2,120,983 | $25.3B | 1.26% | |
| 26 | CTLTEURCATALENT INC | 216,000 | $12.1B | 0.60% | |
| 27 | LUCKBOWLERO CORP | 134,343 | $1.9B | 0.10% | |
| 28 | NNOXNANO X IMAGING LTD | 170,000 | $1.2B | 0.06% | |
| 29 | MVISMICROVISION INC DEL | 1,130,644 | $1.2B | 0.06% |