Hedge Funds Similar to CADIAN

13F Portfolio OverlapQ2 2026CADIAN portfolio →

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Most similar hedge funds by 13F overlap

CADIAN CAPITAL MANAGEMENT, LP is an institutional investor managing $1.3B across 28 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CADIAN are Southpoint Advisors, TREMBLANT GROUP, Ardmore Road Asset, with shared positions in $SPOT, $DHR, $EQIX, $VRNS, $MNDY, $GH. The full ranking of 25 similar funds is below.

#1Southpoint Capital Advisors LPActive

Notable overlap · 3 shared positions

$SPOT $DHR $EQIX

$4.4B

33 positions

#2TREMBLANT CAPITAL GROUPActive

Notable overlap · 4 shared positions

$VRNS $SPOT $MNDY $GH

$3.5B

58 positions

#3Ardmore Road Asset Management LPPassive

Notable overlap · 5 shared positions

$NTNX $PCOR $SPOT $MNDY $EQIX

$1.7B

70 positions

#4Praesidium Investment Management Company, LLCSmart money

Notable overlap · 4 shared positions

$INTA $PCOR $ALKT $WK

$214M

12 positions

#5First Light Asset Management, LLCActive

Notable overlap · 3 shared positions

$SIBN $GH $TCMD

$1.6B

31 positions

#6Bullseye Asset Management LLCPassive

Notable overlap · 5 shared positions

$GH $ALKT $NTNX $CYRX $FLYW

$197M

56 positions

#7GENERATION INVESTMENT MANAGEMENT LLPActive

Notable overlap · 3 shared positions

$DHR $NTNX $SPOT

$10.3B

28 positions

#8Meridiem Capital Partners LPPassive

Some overlap · 3 shared positions

$DHR $IQV $SPOT

$2.2B

85 positions

#9Kopp Family Office, LLCActive

Some overlap · 3 shared positions

$TCMD $NTNX $WK

$163M

29 positions

#10LAKEWOOD CAPITAL MANAGEMENT, LPActive

Some overlap · 3 shared positions

$IQV $SPOT $SHC

$1.9B

65 positions

#11EDENTREE ASSET MANAGEMENT LtdActive

Some overlap · 3 shared positions

$IQV $SPOT $BSX

$328M

66 positions

#12Rhenman & Partners Asset Management ABActive

Some overlap · 3 shared positions

$1.1B

99 positions

#13Alamar Capital Management, LLCActive

Some overlap · 3 shared positions

$SPOT $INTA $WK

$198M

88 positions

#14SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$143M

82 positions

#15KR Capital LPActive

Some overlap · 3 shared positions

$NTNX $SPOT $EQIX

$1.0B

79 positions

#16Taylor Frigon Capital Management LLCPassive

Some overlap · 3 shared positions

$ALKT $MNDY $EQIX

$214M

93 positions

#17MIDDLETON & CO INC/MAActive

Some overlap · 3 shared positions

$DHR $EQIX $IQV

$942M

170 positions

#18SANDLER CAPITAL MANAGEMENTPassive

Some overlap · 3 shared positions

$SPOT $EQIX $GH

$201M

126 positions

#19DeepCurrents Investment Group LLCPassive

Some overlap · 3 shared positions

$3.3B

143 positions

#20FORMULA GROWTH LTDPassive

Some overlap · 3 shared positions

$284M

145 positions

#21Coronation Fund Managers Ltd.Active

Some overlap · 3 shared positions

$SPOT $IQV $DHR

$2.6B

48 positions

#22Irenic Capital Management LPActive

Some overlap · 3 shared positions

$2.1B

49 positions

#23LECAP ASSET MANAGEMENT LTDPassive

Slight overlap · 3 shared positions

$NTNX $IQV $BSX

$233M

254 positions

#24HAWK RIDGE CAPITAL MANAGEMENT LPActive

Slight overlap · 3 shared positions

$VRSN $SPOT $PLNT

$3.1B

44 positions

#25Unisphere EstablishmentActive

Slight overlap · 3 shared positions

$DHR $BSX $MDLN

$11.7B

56 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.