Caden Capital Partners, LP

13F filer · CIK 0001893767

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$8.3MU.S. long equity reported on 13F

Positions360 new · 0 closed

Net flow last quarter-$556KBuys minus sells

Top 10 positions weight32.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202636 positions
IOTSamsara Inc.	$303K	3.65%	Not reported	Not reported	Q4 2022
RIVNRivian Automotive, Inc. / DE	$300K	3.62%	0.00%	Not reported	Q4 2025
SNSharkNinja, Inc.	$278K	3.35%	0.00%	-12.0%	Q4 2025
JPMJPMorgan Chase & Co	$269K	3.24%	0.00%	Not reported	Q4 2025
VVisa Inc.	$266K	3.20%	0.00%	Not reported	Q4 2022
DASHDoorDash, Inc.	$259K	3.12%	Not reported	Not reported	Q4 2025
AMGNAmgen Inc	$258K	3.11%	0.00%	Not reported	Q4 2025
PCGPG&E Corp	$256K	3.08%	0.00%	-9.0%	Q4 2023
COSTCostco Wholesale Corp	$255K	3.08%	0.00%	Not reported	Q4 2025
HUMHumana Inc	$255K	3.07%	0.00%	-53.9%	Q4 2023
CVXChevron Corp	$251K	3.03%	0.00%	Not reported	Q1 2026
GOOGLAlphabet Inc.	$250K	3.01%	0.00%	-30.0%	Q1 2025
VITLVital Farms, Inc.	$250K	3.01%	0.05%	+87.1%	Q4 2025
LYVLive Nation Entertainment, Inc.	$249K	3.00%	0.00%	-15.5%	Q2 2024
AMZNAmazon Com Inc	$247K	2.98%	0.00%	Not reported	Q4 2025
MTNVail Resorts Inc	$242K	2.91%	0.01%	Not reported	Q4 2022
HDHome Depot, Inc.	$238K	2.87%	0.00%	Not reported	Q4 2025
UNPUnion Pacific Corp	$234K	2.82%	0.00%	-14.9%	Q4 2025
DHRDanaher Corp	$231K	2.79%	0.00%	Not reported	Q4 2022
SHOPShopify Inc.	$226K	2.72%	0.00%	Not reported	Q4 2025
SONOSonos Inc	$222K	2.68%	0.01%	Not reported	Q3 2024
TOSTToast, Inc.	$218K	2.63%	0.00%	Not reported	Q4 2025
ELVElevance Health, Inc.	$218K	2.63%	0.00%	-34.7%	Q4 2025
ISRGIntuitive Surgical Inc	$217K	2.61%	0.00%	+16.0%	Q4 2025
ALRMAlarm.com Holdings, Inc.	$216K	2.60%	0.01%	Not reported	Q4 2025
MCOMoodys Corp	$213K	2.57%	0.00%	Not reported	Q4 2025
SGSweetgreen, Inc.	$213K	2.57%	0.03%	-29.2%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$213K	2.57%	0.00%	Not reported	Q4 2025
BDXBecton Dickinson & Co	$213K	2.56%	0.00%	Not reported	Q4 2022
ASAmer Sports, Inc.	$212K	2.55%	0.00%	Not reported	Q4 2025
CCICrown Castle Inc.	$200K	2.40%	0.00%	Not reported	Q4 2022
STESTERIS plc	$199K	2.40%	0.00%	Not reported	Q4 2022
ONONOn Holding AG	$195K	2.35%	0.00%	Not reported	Q4 2025
CSGPCostar Group, Inc.	$193K	2.33%	0.00%	+41.5%	Q3 2024
ICEIntercontinental Exchange, Inc.	$180K	2.17%	0.00%	Not reported	Q4 2022
WATWaters Corp	$61.1K	0.74%	0.00%	Not reported	Q1 2026
Q1 2026Reported May 15, 202636 positions
CVXChevron Corp	$314K	3.86%	0.00%	New	Q1 2026
IOTSamsara Inc.	$296K	3.65%	Not reported	+241.1%	Q4 2022
PCGPG&E Corp	$294K	3.62%	0.00%	+162.8%	Q4 2023
GOOGLAlphabet Inc.	$288K	3.54%	0.00%	-99.2%	Q1 2025
COSTCostco Wholesale Corp	$272K	3.35%	0.00%	+146.0%	Q4 2025
RIVNRivian Automotive, Inc. / DE	$261K	3.21%	0.00%	+165.6%	Q4 2025
ELVElevance Health, Inc.	$253K	3.12%	0.00%	+201.1%	Q4 2025
AMGNAmgen Inc	$251K	3.09%	0.00%	+140.5%	Q4 2025
LYVLive Nation Entertainment, Inc.	$246K	3.03%	0.00%	+109.5%	Q2 2024
UNPUnion Pacific Corp	$245K	3.02%	0.00%	+125.5%	Q4 2025
JPMJPMorgan Chase & Co	$242K	2.98%	0.00%	+153.7%	Q4 2025
HUMHumana Inc	$241K	2.97%	0.00%	+218.3%	Q4 2023
SHOPShopify Inc.	$235K	2.89%	0.00%	+220.1%	Q4 2025
VVisa Inc.	$234K	2.89%	0.00%	+153.3%	Q4 2022
DHRDanaher Corp	$230K	2.84%	0.00%	-56.3%	Q4 2022
ICEIntercontinental Exchange, Inc.	$230K	2.83%	0.00%	+124.4%	Q4 2022
MTNVail Resorts Inc	$228K	2.81%	0.01%	+148.5%	Q4 2022
HDHome Depot, Inc.	$222K	2.74%	0.00%	+126.9%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$222K	2.73%	0.00%	+127.8%	Q4 2025
BDXBecton Dickinson & Co	$221K	2.72%	0.00%	+168.6%	Q4 2022
SONOSonos Inc	$220K	2.71%	0.01%	+170.2%	Q3 2024
SNSharkNinja, Inc.	$220K	2.71%	0.00%	+96.4%	Q4 2025
ISRGIntuitive Surgical Inc	$217K	2.67%	0.00%	+188.3%	Q4 2025
AMZNAmazon Com Inc	$216K	2.66%	0.00%	+134.1%	Q4 2025
CCICrown Castle Inc.	$214K	2.64%	0.00%	+140.1%	Q4 2022
DASHDoorDash, Inc.	$211K	2.59%	Not reported	+178.9%	Q4 2025
STESTERIS plc	$209K	2.58%	0.00%	-70.2%	Q4 2022
TOSTToast, Inc.	$208K	2.56%	0.00%	+164.3%	Q4 2025
ASAmer Sports, Inc.	$206K	2.54%	0.00%	+120.8%	Q4 2025
MCOMoodys Corp	$205K	2.53%	0.00%	+125.4%	Q4 2025
ALRMAlarm.com Holdings, Inc.	$200K	2.46%	0.01%	+122.5%	Q4 2025
CSGPCostar Group, Inc.	$194K	2.40%	0.00%	+218.2%	Q3 2024
ONONOn Holding AG	$187K	2.31%	0.00%	+137.3%	Q4 2025
SGSweetgreen, Inc.	$178K	2.19%	0.04%	+122.7%	Q4 2025
VITLVital Farms, Inc.	$162K	2.00%	0.03%	+271.7%	Q4 2025
WATWaters Corp	$48.5K	0.60%	0.00%	New	Q1 2026
Q4 2025Reported Feb 17, 202634 positions
GOOGLAlphabet Inc.	$39.7M	89.48%	0.00%	Not reported	Q1 2025
STESTERIS plc	$804K	1.81%	0.00%	-97.5%	Q4 2022
DHRDanaher Corp	$636K	1.43%	0.00%	-98.4%	Q4 2022
RIVNRivian Automotive, Inc. / DE	$128K	0.29%	0.00%	New	Q4 2025
SNSharkNinja, Inc.	$118K	0.27%	0.00%	New	Q4 2025
DASHDoorDash, Inc.	$114K	0.26%	Not reported	New	Q4 2025
HUMHumana Inc	$112K	0.25%	0.00%	Not reported	Q4 2023
LYVLive Nation Entertainment, Inc.	$110K	0.25%	0.00%	Not reported	Q2 2024
ONONOn Holding AG	$108K	0.24%	0.00%	New	Q4 2025
VVisa Inc.	$107K	0.24%	0.00%	Not reported	Q4 2022
SONOSonos Inc	$107K	0.24%	0.01%	Not reported	Q3 2024
MCOMoodys Corp	$107K	0.24%	0.00%	New	Q4 2025
ASAmer Sports, Inc.	$106K	0.24%	0.00%	New	Q4 2025
ALRMAlarm.com Holdings, Inc.	$106K	0.24%	0.00%	New	Q4 2025
ICEIntercontinental Exchange, Inc.	$105K	0.24%	0.00%	-99.6%	Q4 2022
TOSTToast, Inc.	$105K	0.24%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$104K	0.24%	0.00%	New	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$104K	0.23%	0.00%	New	Q4 2025
SGSweetgreen, Inc.	$104K	0.23%	0.02%	New	Q4 2025
UNPUnion Pacific Corp	$104K	0.23%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$103K	0.23%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$102K	0.23%	0.00%	New	Q4 2025
PCGPG&E Corp	$102K	0.23%	0.00%	-99.8%	Q4 2023
CSGPCostar Group, Inc.	$102K	0.23%	0.00%	-99.6%	Q3 2024
BDXBecton Dickinson & Co	$101K	0.23%	0.00%	Not reported	Q4 2022
ELVElevance Health, Inc.	$101K	0.23%	0.00%	New	Q4 2025
SHOPShopify Inc.	$99.5K	0.22%	0.00%	New	Q4 2025
VITLVital Farms, Inc.	$98.7K	0.22%	0.01%	New	Q4 2025
CCICrown Castle Inc.	$97.6K	0.22%	0.00%	-99.7%	Q4 2022
IOTSamsara Inc.	$97.2K	0.22%	Not reported	-98.2%	Q4 2022
AMGNAmgen Inc	$96.9K	0.22%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$95.7K	0.22%	0.00%	New	Q4 2025
MTNVail Resorts Inc	$95K	0.21%	0.00%	-92.4%	Q4 2022
ISRGIntuitive Surgical Inc	$92.3K	0.21%	0.00%	New	Q4 2025
Q3 2025Reported Nov 14, 202510 positions
PCGPG&E Corp	$40M	16.21%	0.12%	Not reported	Q4 2023
DHRDanaher Corp	$34.2M	13.85%	0.02%	-12.7%	Q4 2022
CCICrown Castle Inc.	$32.6M	13.21%	0.08%	+9.8%	Q4 2022
GOOGLAlphabet Inc.	$30.9M	12.51%	0.00%	-3.8%	Q1 2025
STESTERIS plc	$30.9M	12.51%	0.13%	-10.7%	Q4 2022
CSGPCostar Group, Inc.	$29.5M	11.95%	0.08%	-7.9%	Q3 2024
ICEIntercontinental Exchange, Inc.	$26.1M	10.58%	0.03%	-4.6%	Q4 2022
ENTGEntegris Inc	$10.2M	4.12%	0.07%	-68.8%	Q2 2023
IOTSamsara Inc.	$5.59M	2.26%	Not reported	-53.4%	Q4 2022
MTNVail Resorts Inc	$1.41M	0.57%	0.03%	Not reported	Q4 2022

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