CADIAN CAPITAL MANAGEMENT, LP: GUARDANT HEALTH INC (GH): Quarterly 13F Position History
As of Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reported 779,648 shares of GUARDANT HEALTH INC (GH), worth $72.0M and representing 8.8% of its 13F equity book. Quarter-over-quarter share count change: 142,980 (-15.5%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 779,648Shares Held (Latest Filing)
- $72.0MReported Market Value (Latest Filing)
- 8.8%Portfolio Weight (% of 13F Equity Book)
- 142,980Quarter-over-Quarter Share Change
- -$22.2MQuarter-over-Quarter Value Change
- 6,930,474Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 779,648 | 142,980 | -15.5% | $72.0M | 8.8% | $92.4 |
| Q4 2025 | 922,628 | 1,218,563 | -56.9% | $94.2M | 6.8% | $102.1 |
| Q3 2025 | 2,141,191 | 1,038,026 | -32.7% | $133.8M | 8.0% | $62.5 |
| Q2 2025 | 3,179,217 | 1,415,870 | -30.8% | $165.4M | 9.3% | $52.0 |
| Q1 2025 | 4,595,087 | 626,478 | -12.0% | $195.8M | 8.4% | $42.6 |
| Q4 2024 | 5,221,565 | 1,708,909 | -24.7% | $159.5M | 9.2% | $30.6 |
| Q3 2024 | 6,930,474 | +3,798,666 | +121.3% | $159.0M | 8.1% | $22.9 |
| Q2 2024 | 3,131,808 | 2,660,971 | -45.9% | $90.4M | 4.5% | $28.9 |
| Q1 2024 | 5,792,779 | +5,082,779 | +715.9% | $119.5M | 4.2% | $20.6 |
| Q4 2023 | 710,000 | — | — | $19.2M | 0.8% | $27.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did CADIAN CAPITAL MANAGEMENT, LP first disclose a GH position in 13F-HR filings?
CADIAN CAPITAL MANAGEMENT, LP first reported GUARDANT HEALTH INC (GH) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was CADIAN CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in GH?
Between Q4 2025 and Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reduced its GH position by 142,980 shares (-15.5%), leaving 779,648 shares at a market value of $72.0M.
Does the implied price-per-share represent CADIAN CAPITAL MANAGEMENT, LP's cost basis in GH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.