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Eric Bannasch

Eric Bannasch

Cadian Capital Management

Value

1.4B

Stocks

26 Stocks (8 new)

Turnover

12.82%

CIK

1423686

Top Holdings

DKNG(13.75%) GLBE(12.45%) IQV(8.95%) FLYW(8.11%) GH(6.81%)

About Investor

Established investor leading Cadian Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
DKNG - DRAFTKINGS INC NEW Consumer Discretionary 190.36M 5,524,221 13.75% 4,135,461 297.78% 11,521M
GLBE - GLOBAL E ONLINE LTD Consumer Discretionary 172.40M 4,385,770 12.45% -1,287,474 -22.69% 5,793M
IQV - IQVIA HLDGS INC Health Care 123.90M 549,669 8.95% -253,400 -31.55% 28,909M
FLYW - FLYWIRE CORPORATION Information Technology 112.25M 7,927,159 8.11% -3,383,430 -29.91% 1,350M
GH - GUARDANT HEALTH INC Health Care 94.24M 922,628 6.81% -1,218,563 -56.91% 13,974M
PCOR - PROCORE TECHNOLOGIES INC Information Technology 76.82M 1,056,032 5.55% 275,291 35.26% 8,203M
VRNS - VARONIS SYS INC Information Technology 74.87M 2,282,581 5.41% 466,481 25.69% 3,023M
NTNX - NUTANIX INC Information Technology 71.21M 1,377,589 5.14% 93,781 7.30% 11,189M
MNDY - MONDAY COM LTD Information Technology 64.70M 438,490 4.67% 174,490 66.09% 3,977M
HQY - HEALTHEQUITY INC Health Care 51.92M 566,700 3.75% 566,700 New Buy 6,635M
OMCL - OMNICELL COM Health Care 51.76M 1,142,555 3.74% -950,763 -45.42% 1,779M
CYRX - CRYOPORT INC Industrials 47.64M 4,962,552 3.44% -21,518 -0.43% 430M
EVH - EVOLENT HEALTH INC Health Care 44.34M 11,085,455 3.20% -643,469 -5.49% 322M
CFLT - CONFLUENT INC Information Technology 38.49M 1,272,854 2.78% -4,600,790 -78.33% 10,960M
OPLN - OPENLANE INC Consumer Discretionary 38.10M 1,279,418 2.75% 112,590 9.65% 3,093M
TCMD - TACTILE SYS TECHNOLOGY INC Health Care 31.44M 1,084,094 2.27% -971,664 -47.27% 772M
ALKT - ALKAMI TECHNOLOGY INC Information Technology 26.97M 1,169,000 1.95% 1,169,000 New Buy 1,743M
SIBN - SI-BONE INC Health Care 23.09M 1,171,100 1.67% 576,100 96.82% 684M
TSM - TAIWAN SEMICONDUCTOR MFG LTD Information Technology 17.32M 57,000 1.25% 57,000 New Buy 1,880,212M
META - META PLATFORMS INC Communication Services 9.04M 13,700 0.65% 13,700 New Buy 1,614,716M
INTA - INTAPP INC Information Technology 8.48M 185,000 0.61% 185,000 New Buy 1,900M
OABI - OMNIAB INC Health Care 8.20M 4,434,954 0.59% 759,386 20.66% 247M
MXCT - MAXCYTE INC Health Care 5.71M 3,683,052 0.41% -4,544,551 -55.24% 73M
U - UNITY SOFTWARE INC Information Technology 0.57M 13,000 0.04% 13,000 New Buy 8,045M
HIMS - HIMS & HERS HEALTH INC Health Care 0.41M 12,635 0.03% 12,635 New Buy 3,592M
GOGO - GOGO INC Communication Services 0.23M 50,000 0.02% 50,000 New Buy 597M

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