CADEN CAPITAL PARTNERS, LP — 13F Holdings & Portfolio
CIK 1893767 · latest 13F-HR filed 2026-05-15
CADEN CAPITAL PARTNERS, LP manages $8.1M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVX (3.86%), IOT (3.65%), PCG (3.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 31, and trimmed 3.
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.
$8.1M
Long-equity book
36
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −0 / ↑31 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SAMSARA INC$199.3K +204.9%
- PG&E CORP$191.5K +187.3%
- COSTCO WHOLESALE CORPORATION$176.3K +184.2%
- AMGEN INC$153.6K +158.6%
- ELEVANCE HEALTH INC FORMERLY$152.3K +151.4%
Top Trims
- ALPHABET INC CAP STK-$39.5M -99.3%
- STERIS PLC-$595.0K -74.0%
- DANAHER CORP DEL-$405.6K -63.8%
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 | CHEVRON CORPORATION | CVX | 166764100 | $313.7K | 3.86% | 1,516 | SH |
| 2 | SAMSARA INC | IOT | 79589L106 | $296.5K | 3.65% | 9,356 | SH |
| 3 | PG&E CORP | PCG | 69331C108 | $293.7K | 3.62% | 16,715 | SH |
| 4 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $287.6K | 3.54% | 1,000 | SH |
| 5 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $272.0K | 3.35% | 273 | SH |
| 6 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $260.5K | 3.21% | 17,312 | SH |
| 7 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $252.9K | 3.12% | 864 | SH |
| 8 | AMGEN INC | AMGN | 031162100 | $250.5K | 3.09% | 712 | SH |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $245.7K | 3.03% | 1,611 | SH |
| 10 | UNION PAC CORP | UNP | 907818108 | $245.0K | 3.02% | 1,010 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $241.8K | 2.98% | 822 | SH |
| 12 | HUMANA INC | HUM | 444859102 | $241.2K | 2.97% | 1,391 | SH |
| 13 | SHOPIFY INC | SHOP | 82509L107 | $234.6K | 2.89% | 1,978 | SH |
| 14 | VISA INC | V | 92826C839 | $234.2K | 2.89% | 775 | SH |
| 15 | DANAHER CORP DEL | DHR | 235851102 | $230.4K | 2.84% | 1,215 | SH |
| 16 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $229.8K | 2.83% | 1,461 | SH |
| 17 | VAIL RESORTS INC | MTN | 91879Q109 | $228.0K | 2.81% | 1,777 | SH |
| 18 | HOME DEPOT INC | HD | 437076102 | $222.3K | 2.74% | 676 | SH |
| 19 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $221.7K | 2.73% | 1,278 | SH |
| 20 | BECTON DICKINSON & CO | BDX | 075887109 | $220.9K | 2.72% | 1,405 | SH |
| 21 | SONOS INC | SONO | 83570H108 | $220.2K | 2.71% | 16,433 | SH |
| 22 | SHARKNINJA INC | SN | G8068L108 | $219.8K | 2.71% | 2,076 | SH |
| 23 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $216.7K | 2.67% | 470 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $216.0K | 2.66% | 1,037 | SH |
| 25 | CROWN CASTLE INC | CCI | 22822V101 | $214.3K | 2.64% | 2,636 | SH |
| 26 | DOORDASH INC | DASH | 25809K105 | $210.7K | 2.59% | 1,403 | SH |
| 27 | STERIS PLC | STE | G8473T100 | $209.2K | 2.58% | 946 | SH |
| 28 | TOAST INC | TOST | 888787108 | $207.9K | 2.56% | 7,841 | SH |
| 29 | AMER SPORTS INC | AS | G0260P102 | $206.2K | 2.54% | 6,263 | SH |
| 30 | MOODYS CORP | MCO | 615369105 | $205.5K | 2.53% | 471 | SH |
| 31 | ALARM COM HLDGS INC | ALRM | 011642105 | $199.5K | 2.46% | 4,620 | SH |
| 32 | COSTAR GROUP INC | CSGP | 22160N109 | $194.5K | 2.40% | 4,821 | SH |
| 33 | ON HLDG AG | ONON | H5919C104 | $187.3K | 2.31% | 5,505 | SH |
| 34 | SWEETGREEN INC | SG | 87043Q108 | $177.6K | 2.19% | 34,211 | SH |
| 35 | VITAL FARMS INC | VITL | 92847W103 | $162.2K | 2.00% | 11,488 | SH |
| 36 | WATERS CORP | WAT | 941848103 | $48.5K | 0.60% | 163 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |