Long-term investor

Cadian Capital Management, LP @cadiancapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001423686).

Record

  • Tracked since 2025-12-31 (249 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +15.2% · 6 months n/a · 1 year n/a · all -13.7%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IQV · 11.9% · long · since 2025-12-31
  • GH · 8.6% · long · since 2025-12-31
  • FLYW · 7.6% · long · since 2025-12-31
  • PLNT · 6.3% · long · since 2026-03-31
  • SPOT · 6.0% · long · since 2026-06-30
  • MNDY · 5.2% · long · since 2025-12-31
  • VRNS · 5.0% · long · since 2025-12-31
  • DHR · 4.7% · long · since 2026-06-30
  • EVH · 4.4% · long · since 2025-12-31
  • HQY · 4.3% · long · since 2025-12-31
  • INTA · 4.2% · long · since 2025-12-31
  • SIBN · 4.1% · long · since 2025-12-31

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