0001085146-24-002592.txt : 20240515 0001085146-24-002592.hdr.sgml : 20240515 20240515160246 ACCESSION NUMBER: 0001085146-24-002592 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001423686 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12842 FILM NUMBER: 24950200 BUSINESS ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-792-8800 MAIL ADDRESS: STREET 1: 535 MADISON AVENUE, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: CADIAN CAPITAL MANAGEMENT, LLC DATE OF NAME CHANGE: 20080111 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001423686 XXXXXXXX 03-31-2024 03-31-2024 false CADIAN CAPITAL MANAGEMENT, LP

535 MADISON AVENUE, 36TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-12842 000157813 801-72922 N Conor O'Brien 212.792.8800 /s/Conor O'Brien New York NY 05-15-2024 0 36 2812312542 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 7368101 48818 SH SOLE 48818 0 0 ARROWROOT ACQUISITION CORP *W EXP 03/02/202 04282M110 58750 250000 SH SOLE 250000 0 0 AURORA INNOVATION INC CLASS A COM 051774107 30148002 10690781 SH SOLE 10690781 0 0 BATH & BODY WORKS INC COM 070830104 52521000 1050000 SH SOLE 1050000 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 52042099 7553280 SH SOLE 7553280 0 0 BOWLERO CORP CL A COM 10258P102 1840499 134343 SH SOLE 134343 0 0 BRAZE INC COM CL A 10576N102 200848049 4533816 SH SOLE 4533816 0 0 CAREDX INC COM 14167L103 3209893 303106 SH SOLE 303106 0 0 CATALENT INC COM 148806102 182098329 3225834 SH SOLE 3225834 0 0 CRITEO S A SPONS ADS 226718104 184255956 5253948 SH SOLE 5253948 0 0 CRYOPORT INC COM PAR $0.001 229050307 85805511 4847769 SH SOLE 4847769 0 0 ELASTIC N V ORD SHS N14506104 65957920 658000 SH SOLE 658000 0 0 GLOBAL E ONLINE LTD SHS M5216V106 25502433 701580 SH SOLE 701580 0 0 GUARDANT HEALTH INC COM 40131M109 119505031 5792779 SH SOLE 5792779 0 0 HUBSPOT INC COM 443573100 131080738 209207 SH SOLE 209207 0 0 HYATT HOTELS CORP COM CL A 448579102 47375216 296800 SH SOLE 296800 0 0 LITHIA MTRS INC COM 536797103 96275200 320000 SH SOLE 320000 0 0 MAXCYTE INC COM 57777K106 27488428 6560484 SH SOLE 6560484 0 0 MICROVISION INC DEL COM NEW 594960304 4748385 2580644 SH SOLE 2580644 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 57589283 2292567 SH SOLE 2292567 0 0 NANO X IMAGING LTD ORD SHS M70700105 2149400 220000 SH SOLE 220000 0 0 NEW YORK TIMES CO CL A 650111107 50430393 1166830 SH SOLE 1166830 0 0 NUTANIX INC CL A 67059N108 15121400 245000 SH SOLE 245000 0 0 OMNICELL COM COM 68213N109 67830290 2320571 SH SOLE 2320571 0 0 OPENLANE INC COM 48238T109 6401000 370000 SH SOLE 370000 0 0 PALO ALTO NETWORKS INC COM 697435105 16763670 59000 SH SOLE 59000 0 0 PEGASYSTEMS INC COM 705573103 56883200 880000 SH SOLE 880000 0 0 PLANET FITNESS INC CL A 72703H101 354751163 5664237 SH SOLE 5664237 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 231413645 2816279 SH SOLE 2816279 0 0 REMITLY GLOBAL INC COM 75960P104 134104861 6466001 SH SOLE 6466001 0 0 SMARTSHEET INC COM CL A 83200N103 29260000 760000 SH SOLE 760000 0 0 SPRINKLR INC CL A 85208T107 156851385 12783324 SH SOLE 12783324 0 0 TACTILE SYS TECHNOLOGY INC COM 87357P100 31330504 1928031 SH SOLE 1928031 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 17282000 200000 SH SOLE 200000 0 0 US FOODS HLDG CORP COM 912008109 77716800 1440000 SH SOLE 1440000 0 0 VARONIS SYS INC COM 922280102 188304008 3992029 SH SOLE 3992029 0 0