Investor

CADIAN CAPITAL MANAGEMENT, LP

Portfolio Total Value

$1,904,161,000.00

Number of Stocks

31

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ESTC $188,019,000.0 10.91%
Reduced 24.95%
1,897,650 $99.08 $76.31
Reduced 22.98%
$69.0 $136.06
GH $159,518,000.0 9.25%
Reduced 24.66%
5,221,565 $30.55 $102.07
Added 234.11%
$15.81 $48.25
BRZE $153,852,000.0 8.93%
Reduced 18.31%
3,673,650 $41.88 $33.14
Reduced 20.87%
$29.18 $61.53
SPT $139,678,000.0 8.1%
Added 6.14%
4,548,323 $30.71 $11.04
Reduced 64.05%
$25.05 $68.41
RELY $124,356,000.0 7.21%
Reduced 56.28%
5,509,814 $22.57 $14.65
Reduced 35.09%
$11.6 $23.67
CRTO $102,236,000.0 5.93%
Added 38.16%
2,584,333 $39.56 $20.39
Reduced 48.46%
$25.12 $49.93
NTNX $89,065,000.0 5.17%
Added 68.51%
1,455,792 $61.18 $47.58
Reduced 22.23%
$43.35 $75.8
ROKU $87,631,000.0 5.08%
No Change
1,178,800 $74.34 $107.47
Added 44.57%
$48.33 $99.8
IQV $78,604,000.0 4.56%
No Change
400,000 $196.51 $222.26
Added 13.1%
$187.62 $261.73
PCOR $72,504,000.0 4.21%
Reduced 65.71%
967,634 $74.93 $74.45
Reduced 0.64%
$49.46 $86.67
PLNT $63,472,000.0 3.68%
Reduced 56.29%
641,976 $98.87 $108.61
Added 9.85%
$54.35 $108.12
USFD $59,330,000.0 3.44%
Reduced 23.69%
879,496 $67.46 $76.6
Added 13.55%
$44.82 $72.84
EVH $58,781,000.0 3.41%
No Change
5,225,001 $11.25 $4.12
Reduced 63.38%
$9.88 $35.0
BBWI $39,168,000.0 2.27%
Reduced 55.01%
1,010,284 $38.77 $20.05
Reduced 48.28%
$26.21 $52.99
MXCT $38,872,000.0 2.26%
Added 14.11%
9,344,424 $4.16 $1.52
Reduced 63.46%
$3.17 $5.29
CYRX $38,332,000.0 2.22%
Added 14.1%
4,927,027 $7.78 $9.4
Added 20.82%
$5.32 $20.11
KAR $37,739,000.0 2.19%
Reduced 22.24%
1,902,194 $19.84 $28.65
Added 44.41%
$12.86 $20.85
PEGA $39,944,000.0 2.05%
No Change
546,506 $73.09 $59.63
Reduced 18.42%
$45.95 $106.31
MNDY $35,316,000.0 2.05%
No Change
150,000 $235.44 $156.94
Reduced 33.34%
$174.75 $324.99
CXM $35,917,000.0 1.84%
No Change
4,646,473 $7.73 $8.03
Added 3.88%
$6.91 $14.32
LAD $31,146,000.0 1.81%
Reduced 22.24%
87,141 $357.43 $344.38
Reduced 3.65%
$243.0 $405.68
OMCL $34,880,000.0 1.79%
No Change
800,000 $43.6 $43.86
Added 0.6%
$25.12 $55.75
TCMD $29,796,000.0 1.73%
Reduced 10.09%
1,739,454 $17.13 $27.82
Added 62.41%
$11.12 $21.1
HUBS $32,427,000.0 1.66%
No Change
61,000 $531.6 $375.94
Reduced 29.28%
$434.84 $762.47
GPI $26,358,000.0 1.53%
Reduced 22.24%
62,537 $421.48 $413.74
Reduced 1.84%
$255.73 $456.68
CFLT $23,650,000.0 1.37%
Reduced 66.58%
845,859 $27.96 $30.05
Added 7.47%
$17.79 $35.07
GLBE $22,902,000.0 1.33%
Reduced 87.44%
420,000 $54.53 $40.15
Reduced 26.37%
$28.11 $57.85
AUR $18,648,000.0 0.96%
No Change
3,150,000 $5.92 $4.39
Reduced 25.84%
$2.1 $9.83
MIRM $18,552,000.0 0.95%
No Change
475,714 $39.0 $65.0
Added 66.67%
$23.14 $48.89
FNA $14,492,000.0 0.84%
Reduced 26.16%
1,402,920 $10.33 $0.0
Reduced 100.0%
$0.0 $0.0
BIGC $8,976,000.0 0.52%
Reduced 60.86%
1,466,679 $6.12 $0.0
Reduced 100.0%
$0.0 $0.0

Call Options

Stock Options % Change
GH 77,500 0.0%