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Conor O'Brien

Cadian Capital Management, Lp

Assets Managed
$821.203M
Holdings
23
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-40.68%(2Q avg: -29.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cadian Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Cadian Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 821.203M in assets, with a quarterly growth rate of -40.68% and a 2-quarter average growth rate of -29.2%. The portfolio is managed by Conor O'Brien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IQV
Iqvia Holdings Inc
Recent Activity
Increased 47.94%
16.89%
$138.675M
813,152 shares@ $170.54 avg price
DKNG
Draftkings Inc-cl A
Recent Activity
Decreased -33.69%
9.65%
$79.194M
3.663M shares@ $21.62 avg price
FLYW
Flywire Corp-voting
Recent Activity
Decreased -16.51%
9.39%
$77.035M
6.618M shares@ $11.64 avg price
GH
Guardant Health Inc
Recent Activity
Decreased -15.49%
8.77%
$72.016M
779,648 shares@ $92.38 avg price
HQY
Healthequity Inc
Recent Activity
Increased 46.94%
8.48%
$69.589M
832,700 shares@ $83.57 avg price
PANW
Palo Alto Networks Inc
Recent Activity
New Position
5.36%
$44.008M
274,500 shares@ $160.32 avg price
CYRX
Cryoport Inc
Recent Activity
Decreased -3.75%
4.82%
$39.548M
4.776M shares@ $8.28 avg price
MNDY
Monday.com Ltd
Recent Activity
Increased 23.07%
4.55%
$37.292M
539,610 shares@ $69.11 avg price
NTNX
Nutanix Inc - A
Recent Activity
Decreased -38.29%
3.94%
$32.309M
850,000 shares@ $38.01 avg price
INTA
Intapp Inc
Recent Activity
Increased 574.8%
3.91%
$32.071M
1.248M shares@ $25.7 avg price

1-10 of 23