CADEN CAPITAL PARTNERS, LP — 13F Holdings & Portfolio
CIK 1893767 · latest 13F-HR filed 2026-08-14
CADEN CAPITAL PARTNERS, LP manages $8.3M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IOT (3.65%), RIVN (3.62%), SN (3.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 13, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SANTA MONICA, CA 90405
$8.3M
Long-equity book
36
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑13 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VITAL FARMS INC$87.7K +54.1%
- SHARKNINJA INC$58.2K +26.5%
- DOORDASH INC$48.2K +22.9%
- RIVIAN AUTOMOTIVE INC$39.8K +15.3%
- SWEETGREEN INC$35.7K +20.1%
Top Trims
- CHEVRON CORPORATION-$62.4K -19.9%
- INTERCONTINENTAL EXCHANGE IN-$49.9K -21.7%
- PG&E CORP-$37.8K -12.9%
- ALPHABET INC CAP STK-$37.4K -13.0%
- ELEVANCE HEALTH INC FORMERLY-$34.8K -13.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SAMSARA INC | IOT | 79589L106 | $303.4K | 3.65% | 9,356 | SH |
| 2 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $300.4K | 3.62% | 17,312 | SH |
| 3 | SHARKNINJA INC | SN | G8068L108 | $278.0K | 3.35% | 1,826 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $269.1K | 3.24% | 822 | SH |
| 5 | VISA INC | V | 92826C839 | $265.9K | 3.20% | 775 | SH |
| 6 | DOORDASH INC | DASH | 25809K105 | $258.9K | 3.12% | 1,403 | SH |
| 7 | AMGEN INC | AMGN | 031162100 | $257.8K | 3.11% | 712 | SH |
| 8 | PG&E CORP | PCG | 69331C108 | $255.9K | 3.08% | 15,215 | SH |
| 9 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $255.4K | 3.08% | 273 | SH |
| 10 | HUMANA INC | HUM | 444859102 | $254.6K | 3.07% | 641 | SH |
| 11 | CHEVRON CORPORATION | CVX | 166764100 | $251.3K | 3.03% | 1,516 | SH |
| 12 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $250.2K | 3.01% | 700 | SH |
| 13 | VITAL FARMS INC | VITL | 92847W103 | $249.9K | 3.01% | 21,488 | SH |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $249.2K | 3.00% | 1,361 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $247.2K | 2.98% | 1,037 | SH |
| 16 | VAIL RESORTS INC | MTN | 91879Q109 | $241.9K | 2.91% | 1,777 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $238.4K | 2.87% | 676 | SH |
| 18 | UNION PAC CORP | UNP | 907818108 | $233.9K | 2.82% | 860 | SH |
| 19 | DANAHER CORP DEL | DHR | 235851102 | $231.4K | 2.79% | 1,215 | SH |
| 20 | SHOPIFY INC | SHOP | 82509L107 | $225.8K | 2.72% | 1,978 | SH |
| 21 | SONOS INC | SONO | 83570H108 | $222.3K | 2.68% | 16,433 | SH |
| 22 | TOAST INC | TOST | 888787108 | $218.1K | 2.63% | 7,841 | SH |
| 23 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $218.1K | 2.63% | 564 | SH |
| 24 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $216.7K | 2.61% | 545 | SH |
| 25 | ALARM COM HLDGS INC | ALRM | 011642105 | $215.8K | 2.60% | 4,620 | SH |
| 26 | MOODYS CORP | MCO | 615369105 | $213.3K | 2.57% | 471 | SH |
| 27 | SWEETGREEN INC | SG | 87043Q108 | $213.3K | 2.57% | 24,211 | SH |
| 28 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $213.0K | 2.57% | 1,278 | SH |
| 29 | BECTON DICKINSON & CO | BDX | 075887109 | $212.6K | 2.56% | 1,405 | SH |
| 30 | AMER SPORTS INC | AS | G0260P102 | $211.9K | 2.55% | 6,263 | SH |
| 31 | CROWN CASTLE INC | CCI | 22822V101 | $199.6K | 2.40% | 2,636 | SH |
| 32 | STERIS PLC | STE | G8473T100 | $199.2K | 2.40% | 946 | SH |
| 33 | ON HLDG AG | ONON | H5919C104 | $195.0K | 2.35% | 5,505 | SH |
| 34 | COSTAR GROUP INC | CSGP | 22160N109 | $193.2K | 2.33% | 6,821 | SH |
| 35 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $179.9K | 2.17% | 1,461 | SH |
| 36 | WATERS CORP | WAT | 941848103 | $61.1K | 0.74% | 163 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $8.3M | 36 | 0001893767-26-000006 |
| 2026-03-31 | 2026-05-15 | $8.1M | 36 | 0001893767-26-000005 |
| 2025-12-31 | 2026-02-17 | $44.4M | 34 | 0001893767-26-000004 |
| 2025-09-30 | 2025-11-14 | $246.8M | 11 | 0001893767-25-000009 |