CADIAN CAPITAL MANAGEMENT LP
Q2 2024 Form 13-F
NEW YORK, NEW YORK
CIK 0001423686
· CRD 157813
· SEC-registered investment adviser
$2.0B Reported Value Total
CADIAN CAPITAL MANAGEMENT, LP reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $4,404,440,501, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $4.3B gross asset value
Hedge Fund: $4.3B
Source: Form ADV filed 2026-09-18
Reported value
$2.0B
Quarter over quarter
-3.6%
Holdings
29
Top-10 concentration
67.2%
Filing Structure
Reports holdings for
- CADIAN FUND LP (not a 13F filer in our records) · File #028-12841 · Q2 2013 – Q1 2015
- Cadian Offshore Fund Ltd. (not a 13F filer in our records) · File #028-12845 · Q2 2013 – Q1 2015
Key People
Form ADV owners & control persons
Eric Owen Bannasch
LIMITED PARTNER
Jennifer Choi Keam
LIMITED PARTNER
Liane Nicole Ming
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 14, 2024 |
| Form | 13F-HR |
| Reported value | $2.0B |
| Positions | 29 |
| Change in reported value | -28.5% |
| New positions | 2 |
| Exited positions | 9 |
| Position turnover | 29.0% |
| Top-10 concentration | 67.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
28 | $1.3B |
|
Q1 2026 13F
Filed May 15, 2026
|
23 | $821.2M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
26 | $1.4B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
26 | $1.7B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
24 | $1.8B |
|
Q1 2025 13F
Filed May 15, 2025
|
30 | $2.3B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
26 | $1.7B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
27 | $2.0B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
29 | $2.0B |
|
Q1 2024 13F
Filed May 15, 2024
|
36 | $2.8B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
31 | $2.5B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
32 | $2.5B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
30 | $2.1B |
|
Q1 2023 13F
Filed May 15, 2023
|
26 | $1.6B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
31 | $1.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
55 | $1.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
56 | $1.5B |
|
Q1 2022 13F
Filed May 16, 2022
|
60 | $2.0B |
|
Q4 2021 13F
Filed Feb 11, 2022
|
63 | $1.8B |
|
Q3 2021 13F
Filed Nov 12, 2021
|
66 | $2.6B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRZE BRAZE INC | $190.4M | 9.47% |
| 2 | VRNS VARONIS SYS INC | $182.3M | 9.07% |
| 3 | PLNT PLANET FITNESS INC | $170.8M | 8.5% |
| 4 | PCOR PROCORE TECHNOLOGIES INC | $146.6M | 7.29% |
| 5 | ESTC ELASTIC N V | $136.3M | 6.78% |
| 6 | RELY REMITLY GLOBAL INC | $117.3M | 5.84% |
| 7 | CRTO CRITEO S A | $107.6M | 5.35% |
| 8 | SPT SPROUT SOCIAL INC | $105.7M | 5.26% |
| 9 | GLBE GLOBAL E ONLINE LTD | $102.9M | 5.12% |
| 10 | GH GUARDANT HEALTH INC | $90.4M | 4.5% |
| 11 | USFD US FOODS HLDG CORP | $72.7M | 3.62% |
| 12 | OMCL OMNICELL COM | $67.0M | 3.33% |
| 13 | CXM SPRINKLR INC | $59.4M | 2.96% |
| 14 | BIGC BIGCOMMERCE HLDGS INC | $55.2M | 2.75% |
| 15 | BBWI BATH & BODY WORKS INC | $49.3M | 2.45% |
| 16 | OPLN OPENLANE INC | $43.3M | 2.15% |
| 17 | MIRM MIRUM PHARMACEUTICALS INC | $42.2M | 2.1% |
| 18 | NTNX NUTANIX INC | $41.6M | 2.07% |
| 19 | SMAR SMARTSHEET INC | $36.2M | 1.8% |
| 20 | LAD LITHIA MTRS INC | $35.8M | 1.78% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.