CADIAN CAPITAL MANAGEMENT, LP
NEW YORK NY · SEC CIK 0001423686
$13.21亿2026Q2 申报市值
28持仓数
64.2%前十大占比 · 第一大 11.9%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPOT 新建仓+$7,988.86万
PLNT 加仓+$6,496.94万
DHR 新建仓+$6,210.85万
AMZN 新建仓+$4,282.97万
BSX 加仓+$3,991.14万
2026Q2 卖出最多 按季末市值估算
DKNG 清仓-$7,919.37万
PANW 清仓-$4,400.78万
VRNS 重新持有-$2,924.14万
CYRX 减仓-$2,913.39万
HQY 减仓-$1,860.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $1.58亿 | 11.93% | 815,752 | 2,600 | 0.3% | $50.24万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.14亿 | 8.60% | 757,393 | -22,255 | -2.9% | -$333.89万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $1.01亿 | 7.64% | 5,744,166 | -873,953 | -13.2% | -$1,535.54万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $8,348.97万 | 6.32% | 1,600,340 | 1,245,340 | 350.8% | $6,496.94万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,988.86万 | 6.05% | 174,000 | 174,000 | — | $7,988.86万 | 新建仓 |
| MNDY | MONDAY COM LTD | $6,833.83万 | 5.17% | 944,029 | 404,419 | 74.9% | $2,927.59万 | 加仓 |
| VRNS | VARONIS SYS INC | $6,653.57万 | 5.04% | 1,585,693 | -696,888 | -30.5% | -$2,924.14万 | 重新持有 |
| DHR | DANAHER CORP DEL | $6,210.85万 | 4.70% | 326,063 | 326,063 | — | $6,210.85万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $5,861.44万 | 4.44% | 10,814,473 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $5,660.35万 | 4.28% | 626,700 | -206,000 | -24.7% | -$1,860.59万 | 减仓 |
| INTA | INTAPP INC | $5,496.42万 | 4.16% | 2,180,252 | 931,880 | 74.6% | $2,349.27万 | 加仓 |
| SIBN | SI BONE INC | $5,463.24万 | 4.13% | 3,347,574 | 1,460,102 | 77.4% | $2,382.89万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,716.70万 | 3.57% | 1,105,132 | 935,132 | 550.1% | $3,991.14万 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $4,696.13万 | 3.55% | 1,576,940 | 535,868 | 51.5% | $1,595.81万 | 加仓 |
| CYRX | CRYOPORT INC | $4,585.47万 | 3.47% | 2,920,681 | -1,855,662 | -38.9% | -$2,913.39万 | 减仓 |
| AMZN | AMAZON COM INC | $4,282.97万 | 3.24% | 179,700 | 179,700 | — | $4,282.97万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,432.39万 | 2.60% | 845,000 | 515,000 | 156.1% | $2,091.93万 | 加仓 |
| NTNX | NUTANIX INC | $3,055.07万 | 2.31% | 599,504 | -250,496 | -29.5% | -$1,276.53万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,676.02万 | 2.03% | 1,476,832 | 141,832 | 10.6% | $257.00万 | 加仓 |
| VRSN | VERISIGN INC | $1,987.32万 | 1.50% | 79,000 | 34,000 | 75.6% | $855.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,714.48万 | 1.30% | 35,900 | -11,800 | -24.7% | -$563.53万 | 减仓 |
| EQIX | EQUINIX INC | $1,417.65万 | 1.07% | 13,600 | 13,600 | — | $1,417.65万 | 新建仓 |
| OABI | OMNIAB INC | $1,036.11万 | 0.78% | 4,211,821 | 54,692 | 1.3% | $13.45万 | 加仓 |
| META | META PLATFORMS INC | $816.77万 | 0.62% | 14,500 | 800 | 5.8% | $45.06万 | 重新持有 |
| WK | WORKIVA INC | $699.51万 | 0.53% | 144,200 | 144,200 | — | $699.51万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $621.25万 | 0.47% | 350,000 | 350,000 | — | $621.25万 | 新建仓 |
| MDLN | MEDLINE INC | $394.40万 | 0.30% | 100,000 | 100,000 | — | $394.40万 | 新建仓 |
| — | MAXCYTE INC | $270.74万 | 0.20% | 2,201,166 | 478,224 | 27.8% | $58.82万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -3,662,983 | -100.0% | -$7,919.37万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -274,500 | -100.0% | -$4,400.78万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -221,695 | -100.0% | -$683.93万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -119,683 | -100.0% | -$509.37万 | 清仓 |