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CADEN CAPITAL PARTNERS, LP

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13F filer, CIK 1893767, SANTA MONICA, CA

CADEN CAPITAL PARTNERS, LP reported $8,302,042 across 36 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 32.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001893767-26-000006

Period
2026-06-30
Reported value
$8.3M
Holdings
36
Top 10 weight
32.52%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VITLadded+10,000$116K
CSGPadded+2,000$56.6K
ISRGadded+75$29.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HUMreduced-750-$298K
ELVreduced-300-$116K
GOOGLreduced-300-$107K
SGreduced-10,000-$88.1K
LYVreduced-250-$45.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001893767-26-000006, largest first. % of portfolio is the value over $8,302,042, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347,707 shares; 2025Q2: 322,039 shares; 2025Q3: 150,000 shares; 2025Q4: 2,743 shares; 2026Q1: 9,356 shares; 2026Q2: 9,356 shares 9,356$303K3.65%0Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,519 shares; 2026Q1: 17,312 shares; 2026Q2: 17,312 shares 17,312$300K3.62%0Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 2,076 shares; 2026Q2: 1,826 shares 1,826$278K3.35%-250Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822$269K3.24%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775$266K3.2%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403$259K3.12%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712$258K3.11%0Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256,946 shares; 2024Q4: 2,416,790 shares; 2025Q1: 2,770,874 shares; 2025Q2: 2,652,333 shares; 2025Q3: 2,652,333 shares; 2025Q4: 6,361 shares; 2026Q1: 16,715 shares; 2026Q2: 15,215 shares 15,215$256K3.08%-1,500Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273$255K3.08%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 1,391 shares; 2026Q2: 641 shares 641$255K3.07%-750Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516$251K3.03%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,441 shares; 2025Q2: 131,977 shares; 2025Q3: 126,977 shares; 2025Q4: 126,977 shares; 2026Q1: 1,000 shares; 2026Q2: 700 shares 700$250K3.01%-300Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,091 shares; 2026Q1: 11,488 shares; 2026Q2: 21,488 shares 21,488$250K3.01%+10,000Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 1,611 shares; 2026Q2: 1,361 shares 1,361$249K3%-250Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037$247K2.98%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 715 shares; 2026Q1: 1,777 shares; 2026Q2: 1,777 shares 1,777$242K2.91%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676$238K2.87%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 1,010 shares; 2026Q2: 860 shares 860$234K2.82%-150Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,354 shares; 2024Q4: 209,149 shares; 2025Q1: 216,658 shares; 2025Q2: 197,354 shares; 2025Q3: 172,328 shares; 2025Q4: 2,778 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215$231K2.79%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978$226K2.72%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,055 shares; 2024Q4: 215,000 shares; 2025Q1: 245,284 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,083 shares; 2026Q1: 16,433 shares; 2026Q2: 16,433 shares 16,433$222K2.68%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,967 shares; 2026Q1: 7,841 shares; 2026Q2: 7,841 shares 7,841$218K2.63%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 864 shares; 2026Q2: 564 shares 564$218K2.63%-300Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 470 shares; 2026Q2: 545 shares 545$217K2.61%+75Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,076 shares; 2026Q1: 4,620 shares; 2026Q2: 4,620 shares 4,620$216K2.6%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471$213K2.57%0Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,361 shares; 2026Q1: 34,211 shares; 2026Q2: 24,211 shares 24,211$213K2.57%-10,000Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278$213K2.57%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405$213K2.56%0Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 6,263 shares; 2026Q2: 6,263 shares 6,263$212K2.55%0Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,556 shares; 2024Q4: 490,987 shares; 2025Q1: 381,885 shares; 2025Q2: 307,807 shares; 2025Q3: 337,807 shares; 2025Q4: 1,098 shares; 2026Q1: 2,636 shares; 2026Q2: 2,636 shares 2,636$200K2.4%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,979 shares; 2024Q4: 175,358 shares; 2025Q1: 25,000 shares; 2025Q2: 139,726 shares; 2025Q3: 124,726 shares; 2025Q4: 3,172 shares; 2026Q1: 946 shares; 2026Q2: 946 shares 946$199K2.4%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 5,505 shares; 2026Q2: 5,505 shares 5,505$195K2.35%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,692 shares; 2024Q4: 387,863 shares; 2025Q1: 437,274 shares; 2025Q2: 379,501 shares; 2025Q3: 349,501 shares; 2025Q4: 1,515 shares; 2026Q1: 4,821 shares; 2026Q2: 6,821 shares 6,821$193K2.33%+2,000Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,361 shares; 2024Q4: 185,371 shares; 2025Q1: 166,774 shares; 2025Q2: 162,392 shares; 2025Q3: 154,892 shares; 2025Q4: 651 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461$180K2.17%0Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 163 shares 163$61.1K0.74%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001893767-26-000006 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001893767-26-000006 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001893767-26-000005 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001893767-26-000004 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001893767-25-000009 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001893767-25-000007 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001893767-25-000006 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001893767-25-000005 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001214659-24-019125 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001214659-24-014670 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001214659-24-009295 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001214659-24-002813 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001214659-23-014955 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001214659-23-011261 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001214659-23-007155 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001214659-23-002372 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set