Cadian Capital Management, LP 13F 持仓 · 2026年Q2
Cadian Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 13.21 亿美元。前几大持仓：IQV（11.93%）、GH（8.60%）、FLYW（7.64%）。本季前 25 大持仓中：新建仓 7 只、增持 11 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IQV | IQVIA HLDGS INC | $157.6M | 11.93% | 815,752 | 增持 |
| 2 | GH | GUARDANT HEALTH INC | $113.6M | 8.60% | 757,393 | 减持 |
| 3 | FLYW | FLYWIRE CORPORATION | $100.9M | 7.64% | 5.7M | 减持 |
| 4 | PLNT | PLANET FITNESS MASTER ISSUER | $83.5M | 6.32% | 1.6M | 增持 |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | $79.9M | 6.05% | 174,000 | 新建仓 |
| 6 | MNDY | MONDAY COM LTD | $68.3M | 5.17% | 944,029 | 增持 |
| 7 | VRNS | VARONIS SYS INC | $66.5M | 5.04% | 1.6M | 新建仓 |
| 8 | DHR | DANAHER CORP DEL | $62.1M | 4.70% | 326,063 | 新建仓 |
| 9 | EVH | EVOLENT HEALTH INC | $58.6M | 4.44% | 10.8M | 持平 |
| 10 | HQY | HEALTHEQUITY INC | $56.6M | 4.28% | 626,700 | 减持 |
| 11 | INTA | INTAPP INC | $55.0M | 4.16% | 2.2M | 增持 |
| 12 | SIBN | SI BONE INC | $54.6M | 4.13% | 3.3M | 增持 |
| 13 | BSX | BOSTON SCIENTIFIC CORP | $47.2M | 3.57% | 1.1M | 增持 |
| 14 | TCMD | TACTILE SYS TECHNOLOGY INC | $47.0M | 3.55% | 1.6M | 增持 |
| 15 | CYRX | CRYOPORT INC | $45.9M | 3.47% | 2.9M | 减持 |
| 16 | AMZN | AMAZON COM INC | $42.8M | 3.24% | 179,700 | 新建仓 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | $34.3M | 2.60% | 845,000 | 增持 |
| 18 | NTNX | NUTANIX INC | $30.6M | 2.31% | 599,504 | 减持 |
| 19 | ALKT | ALKAMI TECHNOLOGY INC | $26.8M | 2.03% | 1.5M | 增持 |
| 20 | VRSN | VERISIGN INC | $19.9M | 1.50% | 79,000 | 增持 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.1M | 1.30% | 35,900 | 减持 |
| 22 | EQIX | EQUINIX INC | $14.2M | 1.07% | 13,600 | 新建仓 |
| 23 | OABI | OMNIAB INC | $10.4M | 0.78% | 4.2M | 增持 |
| 24 | META | META PLATFORMS INC | $8.2M | 0.62% | 14,500 | 新建仓 |
| 25 | WK | WORKIVA INC | $7.0M | 0.53% | 144,200 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR