Cadian Capital Management
Eric Bannasch
Latest 13F filed May 15, 2026 for the quarter ending Mar 31, 2026 · $821.2M across 23 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | IQVIA HLDGS INC | $138.7M | 16.9% | 813,152 |
| 2 | DRAFTKINGS INC NEW | $79.2M | 9.6% | 3,662,983 |
| 3 | FLYWIRE CORPORATION | $77.0M | 9.4% | 6,618,119 |
| 4 | GUARDANT HEALTH INC | $72.0M | 8.8% | 779,648 |
| 5 | HEALTHEQUITY INC | $69.6M | 8.5% | 832,700 |
| 6 | PALO ALTO NETWORKS INC | $44.0M | 5.4% | 274,500 |
| 7 | CRYOPORT INC | $39.5M | 4.8% | 4,776,343 |
| 8 | MONDAY COM LTD | $37.3M | 4.5% | 539,610 |
| 9 | NUTANIX INC | $32.3M | 3.9% | 850,000 |
| 10 | INTAPP INC | $32.1M | 3.9% | 1,248,372 |
| 11 | TACTILE SYS TECHNOLOGY INC | $27.2M | 3.3% | 1,041,072 |
| 12 | PLANET FITNESS MASTER ISSUER | $26.4M | 3.2% | 355,000 |
| 13 | EVOLENT HEALTH INC | $24.7M | 3.0% | 10,814,473 |
| 14 | SI BONE INC | $23.8M | 2.9% | 1,887,472 |
| 15 | ALKAMI TECHNOLOGY INC | $20.9M | 2.5% | 1,335,000 |
| 16 | PROCORE TECHNOLOGIES INC | $18.8M | 2.3% | 330,000 |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | $16.1M | 2.0% | 47,700 |
| 18 | VERISIGN INC | $11.2M | 1.4% | 45,000 |
| 19 | BOSTON SCIENTIFIC CORP | $10.7M | 1.3% | 170,000 |
| 20 | GLOBAL E ONLINE LTD | $6.8M | 0.8% | 221,695 |
| 21 | OMNIAB INC | $6.5M | 0.8% | 4,157,129 |
| 22 | PEGASYSTEMS INC | $5.1M | 0.6% | 119,683 |
| 23 | MAXCYTE INC | $1.2M | 0.1% | 1,722,942 |
Showing top 23 of 23 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (5)
- PALO ALTO NETWORKS INC$44.0M
- PLANET FITNESS MASTER ISSUER$26.4M
- VERISIGN INC$11.2M
- BOSTON SCIENTIFIC CORP$10.7M
- PEGASYSTEMS INC$5.1M
Added to (6)
- IQVIA HLDGS INC$138.7M
- HEALTHEQUITY INC$69.6M
- MONDAY COM LTD$37.3M
- INTAPP INC$32.1M
- SI BONE INC$23.8M
- ALKAMI TECHNOLOGY INC$20.9M
Trimmed (12)
- DRAFTKINGS INC NEW$79.2M
- FLYWIRE CORPORATION$77.0M
- GUARDANT HEALTH INC$72.0M
- CRYOPORT INC$39.5M
- NUTANIX INC$32.3M
- TACTILE SYS TECHNOLOGY INC$27.2M
- EVOLENT HEALTH INC$24.7M
- PROCORE TECHNOLOGIES INC$18.8M
- TAIWAN SEMICONDUCTOR MANUFAC$16.1M
- GLOBAL E ONLINE LTD$6.8M
- OMNIAB INC$6.5M
- MAXCYTE INC$1.2M
Exited (8)
- VARONIS SYS INC$74.9M
- OMNICELL COM$51.8M
- CONFLUENT INC$38.5M
- OPENLANE INC$38.1M
- META PLATFORMS INC$9.0M
- UNITY SOFTWARE INC$574K
- HIMS & HERS HEALTH INC$410K
- GOGO INC$233K
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.