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Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Eric Bannasch
✓ VerifiedInstitutional Investor • Cadian Capital Management
Value
$1.4B
Stocks
28 Stocks
Turnover
0.0%
Top Holdings
IQV(11.93%) GH(8.60%) FLYW(7.64%) PLNT(6.32%) SPOT(6.05%)
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
Investment philosophy details pending verification.
Eric Bannasch Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| IQV | None | IQVIA Holdings Inc. | Health Care | $157.6M | 0 | 11.9% | 0 | No Change |
| GH | None | Guardant Health, Inc. | Health Care | $113.6M | 0 | 8.6% | 0 | No Change |
| FLYW | None | Flywire | Information Technology | $100.9M | 0 | 7.6% | 0 | No Change |
| PLNT | None | Planet Fitness | Consumer Discretionary | $83.5M | 0 | 6.3% | 0 | No Change |
| SPOT | None | Spotify Technology SA | Communication Services | $79.9M | 0 | 6.0% | 0 | No Change |
| MNDY | None | Monday.com | Information Technology | $68.3M | 0 | 5.2% | 0 | No Change |
| VRNS | None | Varonis Systems, Inc. | Information Technology | $66.5M | 0 | 5.0% | 0 | No Change |
| DHR | None | Danaher Corp. | Health Care | $62.1M | 0 | 4.7% | 0 | No Change |
| EVH | None | Evolent Health | General | $58.6M | 0 | 4.4% | 0 | No Change |
| HQY | None | HealthEquity, Inc. | Health Care | $56.6M | 0 | 4.3% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
Health Care33.5%
Information Technology31.0%
General14.5%
Consumer Discretionary9.6%
Communication Services6.7%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Health Care | 6 | $443.3M | 33.5% |
| Information Technology | 9 | $409.3M | 31.0% |
| General | 6 | $191.7M | 14.5% |
| Consumer Discretionary | 2 | $126.3M | 9.6% |
| Communication Services | 2 | $88.1M | 6.7% |
| Industrials | 1 | $45.9M | 3.5% |
| Real Estate | 1 | $14.2M | 1.1% |
| Healthcare | 1 | $2.7M | 0.2% |