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CADIAN CAPITAL MANAGEMENT, LP · 13F 持仓分析
期权收益计算器 机构排行
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CADIAN CAPITAL MANAGEMENT, LP

No.2303 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.21亿
环比变动 Q1 2026
+$5.00亿+60.9%
持仓股票数
28
新买入
9
加仓
12
减仓
6
清仓
4
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IQVIAIQV
11.93%16.89%$1.58亿81.6万股$1.39亿81.3万股+2,600股+0.32%加仓
Guardant HealthGH
8.6%8.77%$1.14亿75.7万股$7,201.6万78.0万股-2.2万股-2.85%减仓
FLYWIREFLYW
7.64%9.38%$1.01亿574.4万股$7,703.5万661.8万股-87.4万股-13.21%减仓
PLANET FITNESS MASTER ISSUERPLNT
6.32%3.22%$8,349.0万160.0万股$2,640.5万35.5万股+124.5万股+350.80%加仓
SPOTIFY TECHNOLOGY SHSSPOT
6.05%$7,988.9万17.4万股$00股+17.4万股新买入
MMONDAY COMMNDY
5.17%4.54%$6,833.8万94.4万股$3,729.2万54.0万股+40.4万股+74.95%加仓
Varonis Systems,VRNS
5.04%$6,653.6万158.6万股$00股+158.6万股新买入
DANAHER DEL COMDHR
4.7%$6,210.8万32.6万股$00股+32.6万股新买入
EEVOLENT HEALTHEVH
4.44%3%$5,861.4万1,081.4万股$2,465.7万1,081.4万股00.00%持仓不变
HHEALTHEQUITYHQY
4.28%8.47%$5,660.4万62.7万股$6,958.9万83.3万股-20.6万股-24.74%减仓
IINTAPPINTA
4.16%3.91%$5,496.4万218.0万股$3,207.1万124.8万股+93.2万股+74.65%加仓
SSI BONESIBN
4.13%2.9%$5,463.2万334.8万股$2,383.9万188.7万股+146.0万股+77.36%加仓
BOSTON SCIENTIFIC COMBSX
3.57%1.3%$4,716.7万110.5万股$1,066.8万17.0万股+93.5万股+550.08%加仓
TTACTILE SYS TECHNOLOGYTCMD
3.55%3.31%$4,696.1万157.7万股$2,720.3万104.1万股+53.6万股+51.47%加仓
CRYOPORT COM PAR $0.001CYRX
3.47%4.82%$4,585.5万292.1万股$3,954.8万477.6万股-185.6万股-38.85%减仓
亚马逊AMZN
3.24%$4,283.0万18.0万股$00股+18.0万股新买入
PPROCORE TECHNOLOGIESPCOR
2.6%2.29%$3,432.4万84.5万股$1,881.0万33.0万股+51.5万股+156.06%加仓
NNUTANIXNTNX
2.31%3.93%$3,055.1万60.0万股$3,230.9万85.0万股-25.0万股-29.47%减仓
ALKAMI TECHNOLOGYALKT
2.03%2.55%$2,676.0万147.7万股$2,091.9万133.5万股+14.2万股+10.62%加仓
威瑞信VRSN
1.5%1.36%$1,987.3万7.9万股$1,117.6万4.5万股+3.4万股+75.56%加仓
台积电TSM
1.3%1.96%$1,714.5万3.6万股$1,612.0万4.8万股-1.2万股-24.74%减仓
EquinixEQIX
1.07%$1,417.7万1.4万股$00股+1.4万股新买入
OOMNIAB INC COMOABI
0.78%0.79%$1,036.1万421.2万股$652.7万415.7万股+5.5万股+1.32%加仓
Meta平台META
0.62%$816.8万1.5万股$00股+1.5万股新买入
WWORKIVAWK
0.53%$699.5万14.4万股$00股+14.4万股新买入
SOTERA HEALTHSHC
0.47%$621.3万35.0万股$00股+35.0万股新买入
MMEDLINE COM CL AMDLN
0.3%$394.4万10.0万股$00股+10.0万股新买入
MMAXCYTE INC COMMXCT
0.2%0.15%$270.7万220.1万股$121.0万172.3万股+47.8万股+27.76%加仓

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