CADIAN CAPITAL MANAGEMENT, LP
NEW YORK NY · SEC CIK 0001423686
$8.21亿2026Q1 申报市值
23持仓数
75.7%前十大占比 · 第一大 16.9%
5 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IQV 加仓+$4,493.44万
PANW 新建仓+$4,400.78万
INTA 加仓+$2,731.80万
PLNT 新建仓+$2,640.49万
HQY 加仓+$2,222.96万
2026Q1 卖出最多 按季末市值估算
GLBE 减仓-$1.28亿
OMCL 清仓-$5,175.77万
PCOR 减仓-$4,138.38万
DKNG 减仓-$4,024.00万
CONFLUENT INC 清仓-$3,849.11万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | -1,142,555 | -100.0% | -$5,175.77万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -1,272,854 | -100.0% | -$3,849.11万 | 清仓 |
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -1,279,418 | -100.0% | -$3,810.11万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$57.42万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -12,635 | -100.0% | -$41.03万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$23.30万 | 清仓 |
| — | MAXCYTE INC | $121.04万 | 0.15% | 1,722,942 | -1,960,110 | -53.2% | -$137.70万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $509.37万 | 0.62% | 119,683 | 119,683 | — | $509.37万 | 新建仓 |
| OABI | OMNIAB INC | $652.67万 | 0.79% | 4,157,129 | -277,825 | -6.3% | -$43.62万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $683.93万 | 0.83% | 221,695 | -4,164,075 | -94.9% | -$1.28亿 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,066.75万 | 1.30% | 170,000 | 170,000 | — | $1,066.75万 | 新建仓 |
| VRSN | VERISIGN INC | $1,117.62万 | 1.36% | 45,000 | 45,000 | — | $1,117.62万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,612.02万 | 1.96% | 47,700 | -9,300 | -16.3% | -$314.29万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,881.00万 | 2.29% | 330,000 | -726,032 | -68.8% | -$4,138.38万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,091.95万 | 2.55% | 1,335,000 | 166,000 | 14.2% | $260.12万 | 加仓 |
| SIBN | SI BONE INC | $2,383.88万 | 2.90% | 1,887,472 | 716,372 | 61.2% | $904.78万 | 加仓 |
| EVH | EVOLENT HEALTH INC | $2,465.70万 | 3.00% | 10,814,473 | -270,982 | -2.4% | -$61.78万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2,640.49万 | 3.22% | 355,000 | 355,000 | — | $2,640.49万 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $2,720.32万 | 3.31% | 1,041,072 | -43,022 | -4.0% | -$112.42万 | 减仓 |
| INTA | INTAPP INC | $3,207.07万 | 3.91% | 1,248,372 | 1,063,372 | 574.8% | $2,731.80万 | 加仓 |
| NTNX | NUTANIX INC | $3,230.85万 | 3.93% | 850,000 | -527,589 | -38.3% | -$2,005.37万 | 减仓 |
| MNDY | MONDAY COM LTD | $3,729.24万 | 4.54% | 539,610 | 101,120 | 23.1% | $698.84万 | 加仓 |
| CYRX | CRYOPORT INC | $3,954.81万 | 4.82% | 4,776,343 | -186,209 | -3.8% | -$154.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,400.78万 | 5.36% | 274,500 | 274,500 | — | $4,400.78万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $6,958.87万 | 8.47% | 832,700 | 266,000 | 46.9% | $2,222.96万 | 加仓 |
| GH | GUARDANT HEALTH INC | $7,201.61万 | 8.77% | 779,648 | -142,980 | -15.5% | -$1,320.71万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $7,703.49万 | 9.38% | 6,618,119 | -1,309,040 | -16.5% | -$1,523.72万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $7,919.37万 | 9.64% | 3,662,983 | -1,861,238 | -33.7% | -$4,024.00万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1.39亿 | 16.89% | 813,152 | 263,483 | 47.9% | $4,493.44万 | 加仓 |