CCM
Cadian Capital Management Portfolio holdings
AUM
$1.79B
This Quarter Return
+2.54%
1 Year Return
+6.73%
3 Year Return
+67.19%
5 Year Return
+76.59%
10 Year Return
+289.71%
AUM
$2.81B
AUM Growth
+$2.81B
(+12%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
6.36%
Top 10 Holdings %
Top 10 Hldgs %
66.96%
Holding
41
New
10
Increased
12
Reduced
11
Closed
5
Top Buys
| 1 |
Remitly
RELY
|
$134M |
| 2 |
Braze
BRZE
|
$130M |
| 3 |
Guardant Health
GH
|
$105M |
| 4 |
Planet Fitness
PLNT
|
$77.3M |
| 5 |
Elastic
ESTC
|
$66M |
Top Sells
| 1 |
CTLT
CATALENT, INC.
CTLT
|
$160M |
| 2 |
HubSpot
HUBS
|
$84.6M |
| 3 |
Procore
PCOR
|
$74.1M |
| 4 |
IQVIA
IQV
|
$70.1M |
| 5 |
Palo Alto Networks
PANW
|
$60.2M |
Sector Composition
| 1 | Technology | 46.71% |
| 2 | Consumer Discretionary | 20.79% |
| 3 | Healthcare | 17.47% |
| 4 | Communication Services | 9.22% |
| 5 | Industrials | 3.05% |
