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CADEN CAPITAL PARTNERS, LP

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13F filer, CIK 1893767, SANTA MONICA, CA

CADEN CAPITAL PARTNERS, LP reported $8,119,086 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 33.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001893767-26-000005

Period
2026-03-31
Reported value
$8.12M
Holdings
36
Top 10 weight
33.48%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVXnew+1,516$314K
IOTadded+6,613$210K
PCGadded+10,354$182K
ELVadded+577$169K
HUMadded+954$165K

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
GOOGLreduced-125,977-$36.2M
STEreduced-2,226-$492K
DHRreduced-1,563-$296K

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, Q1 2026

Share positions as resolved from 13F-HR 0001893767-26-000005, largest first. % of portfolio is the value over $8,119,086, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares 1,516$314K3.86%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,356$296K3.65%+6,613Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,715$294K3.62%+10,354Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,000$288K3.54%-125,977Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 273 shares 273$272K3.35%+162Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,519 shares; 2026Q1: 17,312 shares 17,312$261K3.21%+10,793Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 864 shares 864$253K3.12%+577Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares; 2026Q1: 712 shares 712$251K3.09%+416Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 1,611 shares 1,611$246K3.03%+842Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 1,010 shares 1,010$245K3.02%+562Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 822 shares 822$242K2.98%+498Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 1,391 shares 1,391$241K2.97%+954Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 1,978 shares 1,978$235K2.89%+1,360Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 775 shares 775$234K2.89%+469Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,215$230K2.84%-1,563Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,461$230K2.83%+810Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 715 shares; 2026Q1: 1,777 shares 1,777$228K2.81%+1,062Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: 676 shares 676$222K2.74%+378Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 1,278 shares 1,278$222K2.73%+717Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 1,405 shares 1,405$221K2.72%+882Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,433$220K2.71%+10,350Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 2,076 shares 2,076$220K2.71%+1,019Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 470 shares 470$217K2.67%+307Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: 1,037 shares 1,037$216K2.66%+594Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,636$214K2.64%+1,538Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 1,403 shares 1,403$211K2.59%+900Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 946$209K2.58%-2,226Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,967 shares; 2026Q1: 7,841 shares 7,841$208K2.56%+4,874Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 6,263 shares 6,263$206K2.54%+3,426Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 471 shares 471$205K2.53%+262Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,076 shares; 2026Q1: 4,620 shares 4,620$200K2.46%+2,544Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,821$194K2.4%+3,306Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 5,505 shares 5,505$187K2.31%+3,185Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,361 shares; 2026Q1: 34,211 shares 34,211$178K2.19%+18,850Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,091 shares; 2026Q1: 11,488 shares 11,488$162K2%+8,397Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163$48.5K0.6%newTimeline

How Q1 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 0001893767-26-000005 base2026-05-15acceptance time not in the bulk data set