# CADEN CAPITAL PARTNERS, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1893767. Source: https://holderbook.com/funds/1893767-caden-capital-partners-lp/

- Reported value: $8.3M
- Positions: 36
- Weight of the ten largest: 32.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $303.4K | 9,356 | 3.7% | 6 |
| RIVIAN AUTOMOTIVE INC | [RIVN](https://holderbook.com/stocks/RIVN/) | $300.4K | 17,312 | 3.6% | 3 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $278.0K | 1,826 | 3.3% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $269.1K | 822 | 3.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $265.9K | 775 | 3.2% | 3 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $258.9K | 1,403 | 3.1% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $257.8K | 712 | 3.1% | 3 |
| PG&E CORP | [PCG](https://holderbook.com/stocks/PCG/) | $255.9K | 15,215 | 3.1% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $255.4K | 273 | 3.1% | 3 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $254.6K | 641 | 3.1% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $251.3K | 1,516 | 3.0% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $250.2K | 700 | 3.0% | 6 |
| VITAL FARMS INC | [VITL](https://holderbook.com/stocks/VITL/) | $249.9K | 21,488 | 3.0% | 3 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $249.2K | 1,361 | 3.0% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $247.2K | 1,037 | 3.0% | 3 |
| VAIL RESORTS INC | [MTN](https://holderbook.com/stocks/MTN/) | $241.9K | 1,777 | 2.9% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $238.4K | 676 | 2.9% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $233.9K | 860 | 2.8% | 3 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $231.4K | 1,215 | 2.8% | 15 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $225.8K | 1,978 | 2.7% | 3 |
| SONOS INC | [SONO](https://holderbook.com/stocks/SONO/) | $222.3K | 16,433 | 2.7% | 3 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $218.1K | 7,841 | 2.6% | 3 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $218.1K | 564 | 2.6% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $216.7K | 545 | 2.6% | 3 |
| ALARM COM HLDGS INC | [ALRM](https://holderbook.com/stocks/ALRM/) | $215.8K | 4,620 | 2.6% | 3 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $213.3K | 471 | 2.6% | 3 |
| SWEETGREEN INC | [SG](https://holderbook.com/stocks/SG/) | $213.3K | 24,211 | 2.6% | 3 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $213.0K | 1,278 | 2.6% | 3 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $212.6K | 1,405 | 2.6% | 3 |
| AMER SPORTS INC | [AS](https://holderbook.com/stocks/AS/) | $211.9K | 6,263 | 2.6% | 3 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $199.6K | 2,636 | 2.4% | 15 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $199.2K | 946 | 2.4% | 15 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $195.0K | 5,505 | 2.3% | 3 |
| COSTAR GROUP INC | [CSGP](https://holderbook.com/stocks/CSGP/) | $193.2K | 6,821 | 2.3% | 8 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $179.9K | 1,461 | 2.2% | 15 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $61.1K | 163 | 0.7% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.1% | +14.8% | -5.7% | 100% |
| Q1 2026 | -8.8% | -4.6% | -4.2% | 100% |
| Q4 2025 | +2.8% | +2.4% | +0.4% | 98% |
| Q3 2025 | +2.9% | +7.8% | -4.9% | 98% |
| Q2 2025 | -2.9% | +10.5% | -13.3% | 98% |
| Q1 2025 | -1.0% | -4.6% | +3.5% | 97% |
| Q4 2024 | -11.6% | +2.1% | -13.8% | 100% |
| Q3 2024 | +10.5% | +5.4% | +5.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $8.3M | 36 |
| Q1 2026 | $8.1M | 36 |
| Q4 2025 | $44.4M | 34 |
| Q3 2025 | $246.8M | 11 |
| Q2 2025 | $300.8M | 11 |
| Q1 2025 | $324.0M | 12 |
| Q4 2024 | $327.8M | 11 |
| Q3 2024 | $296.6M | 14 |
| Q2 2024 | $276.5M | 11 |
| Q1 2024 | $272.4M | 10 |
| Q4 2023 | $275.2M | 13 |
| Q3 2023 | $355.5M | 15 |