Cadian Capital Management: Platform Profile

Overview

Cadian Capital Management is a New York global long/short equity manager. Its first-party description places the strategy at the intersection of technology and value and emphasizes fundamental research, deep industry knowledge and a value-oriented long-term approach.

The investment universe includes technology, media, telecommunications, healthcare, industrials, retail, consumer and related sectors.

May fit better for

• qualified investors seeking fundamental global long/short equity;
• allocators interested in technology with valuation discipline;
• investors comfortable with concentrated sector research;
• investors able to tolerate both long and short position risk.

May fit less well for

• retail users seeking public self-service access;
• investors seeking passive index exposure;
• users who interpret conservative beta objectives as market-risk elimination;
• investors who treat the 13F long book as the complete long/short portfolio.

Cadian is SEC registered

• Legal adviser: Cadian Capital Management, LP
• CRD: 157813
• SEC number: 801-72922
• SEC registration effective: 2012-01-03
• SEC registered investment adviser: Yes

Current regulatory AUM is $2.680B

Current March 31, 2026 Form-ADV-derived data:

• Regulatory AUM: $2.680B
• Regulatory AUM as of: 2026-03-31
• Discretionary AUM: $2.680B
• Client accounts: 9
• Employees: 20

Q2 2026 13F value is $1.321B

Regulatory filings show:

• Q2 2026 13F value: $1.321B
• Q2 2026 13F exact value: $1,321,381,478
• Q2 2026 13F as of: 2026-06-30

Different 13F processors count security rows differently.

The value reference is the cleaner batch-level filing metric.

First-party strategy is long/short equity

Current first-party description:

• Global long short equity: Yes
• Fundamental research: Yes
• Value oriented: Yes
• Long term approach: Yes
• Deep industry focus: Yes

Sector coverage includes:

• Technology: Yes
• Media: Yes
• Telecommunications: Yes
• Healthcare: Yes
• Industrials: Yes
• Retail: Yes
• Consumer: Yes

Conservative beta is an objective, not a guarantee

Cadian states that the strategy seeks to maintain what it believes is a conservative net beta exposure.

The phrase should not become a claim that the fund is always market neutral or protected from equity-market losses.

Private-fund gross assets exceed RAUM

Current March 31, 2026 Form-ADV-derived data:

• Private fund count: 4
• Private fund gross assets: $4.3B
• Private fund type: Hedge Fund

Master/feeder structures and gross assets can produce a higher aggregate than regulatory AUM.

Access is private and qualification based

Cadian's first-party terms state that offers are made only:

• to qualified investors;
• through a private offering memorandum;
• through related subscription documents;
• where legally permitted.

Founded in 2007

Current company-profile material states:

• Founded: 2007
• Headquarters: New York, New York

Assessment

Cadian is a straightforward equity long/short manager, but the visible long book is still only part of the economic portfolio.

The $1.321B Q2 13F should remain separate from $2.680B of regulatory AUM and $4.3B of private-fund gross assets.