What does CADEN CAPITAL PARTNERS, LP hold?

CADEN CAPITAL PARTNERS, LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include IOT, RIVN, SN. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1893767.

What is CADEN CAPITAL PARTNERS, LP's AUM?

CADEN CAPITAL PARTNERS, LP reported approximately $8.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source CADEN CAPITAL PARTNERS, LP's holdings?

All CADEN CAPITAL PARTNERS, LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1893767. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CADEN CAPITAL PARTNERS, LP's 13F data updated on 13F Pro?

CADEN CAPITAL PARTNERS, LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CADEN CAPITAL PARTNERS, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1893767

Institutional-grade research for retail investors

Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$8.3M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

CADEN CAPITAL PARTNERS, LP disclosed 36 positions worth $8.3M in its Form 13F-HR for Q2 2026, led by $IOT (Samsara Inc.) at 3.6% of the equity portfolio, followed by $RIVN and $SN. The portfolio is most concentrated in Technology (24.2% of disclosed assets). All figures are sourced directly from CADEN CAPITAL PARTNERS, LP’s Form 13F-HR filing with the SEC under CIK 1893767.

AI Fund Analysis

Stable

2 quarters accumulating

$ISRG

2 quarters accumulating

$CSGP

2 quarters accumulating

Sector Allocation

TechnologyConsumer DiscretionaryHealthcareFinancialsIndustrialsCommunication Services

13fpro.ai/research/fund/caden-capital-partners-lp-1893767

AUM History

13fpro.ai/research/fund/caden-capital-partners-lp-1893767

Top Equity Holdings by Value

13fpro.ai/research/fund/caden-capital-partners-lp-1893767

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Samsara Inc.
$IOT
68.4#299
Quality
$303.4K9,356 sh
Rivian Automotive, Inc. / DE
$RIVN
35.6#2,255
Quality
$300.4K17,312 sh
SharkNinja, Inc.
$SN
66.6#392
Quality
$278.0K1,826 sh
JPMORGAN CHASE & CO
$JPM
70.3
Quality
$269.1K822 sh
VISA INC.
$V
82.7
Quality
$265.9K775 sh
DoorDash, Inc.
$DASH
70.8
Quality
$258.9K1,403 sh
AMGEN INC
$AMGN
79.0
Quality
$257.8K712 sh
PG&E Corp
$PCG
58.5
Quality
$255.9K15,215 sh
COSTCO WHOLESALE CORP /NEW
$COST
65.9
Quality
$255.4K273 sh
HUMANA INC
$HUM
58.7
Quality
$254.6K641 sh

Company	Quality	Value	Shares
Samsara Inc.$IOT	68.4#299	$303.4K	9,356
Rivian Automotive, Inc. / DE$RIVN	35.6#2,255	$300.4K	17,312
SharkNinja, Inc.$SN	66.6#392	$278.0K	1,826
JPMORGAN CHASE & CO$JPM	70.3	$269.1K	822
VISA INC.$V	82.7	$265.9K	775
DoorDash, Inc.$DASH	70.8	$258.9K	1,403
AMGEN INC$AMGN	79.0	$257.8K	712
PG&E Corp$PCG	58.5	$255.9K	15,215
COSTCO WHOLESALE CORP /NEW$COST	65.9	$255.4K	273
HUMANA INC$HUM	58.7	$254.6K	641

Unlock AI quality scores for every holding

32-signal composite ranking on each of CADEN CAPITAL PARTNERS, LP's 36 positions.

Showing top 10 of 36 holdings.

Sector Allocation

Technology

$2.0M

Consumer Discretionary

$1.4M

Healthcare

$1.4M

Financials

$1.1M

Industrials

$986,350

Communication Services

$491,152

Utilities

$255,916

Energy

$251,292

Full Holdings — CADEN CAPITAL PARTNERS, LP (Q2 2026)

All 36 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$IOT	Samsara Inc.	$303,415	3.6%	+0%	68.4
2	$RIVN	Rivian Automotive, Inc. / DE	$300,363	3.6%	+0%	35.6
3	$SN	SharkNinja, Inc.	$278,045	3.4%	-12%	66.6
4	$JPM	JPMORGAN CHASE & CO	$269,065	3.2%	+0%	70.3
5	$V	VISA INC.	$265,895	3.2%	+0%	82.7
6	$DASH	DoorDash, Inc.	$258,896	3.1%	+0%	70.8
7	$AMGN	AMGEN INC	$257,829	3.1%	+0%	79
8	$PCG	PG&E Corp	$255,916	3.1%	-9%	58.5
9	$COST	COSTCO WHOLESALE CORP /NEW	$255,383	3.1%	+0%	65.9
10	$HUM	HUMANA INC	$254,618	3.1%	-54%	58.7
11	$CVX	CHEVRON CORP	$251,292	3.0%	+0%	62.6
12	$GOOG	Alphabet Inc.	$250,159	3.0%	-30%	78.1
13	$VITL	Vital Farms, Inc.	$249,905	3.0%	+87%	35.1
14	$LYV	Live Nation Entertainment, Inc.	$249,213	3.0%	-16%	52.6
15	$AMZN	AMAZON COM INC	$247,159	3.0%	+0%	68.4
16	$MTN	VAIL RESORTS INC	$241,939	2.9%	+0%	40.9
17	$HD	HOME DEPOT, INC.	$238,412	2.9%	+0%	60.1
18	$UNP	UNION PACIFIC CORP	$233,920	2.8%	-15%	69.5
19	$DHR	DANAHER CORP /DE/	$231,433	2.8%	+0%	64.6
20	$SHOP	SHOPIFY INC.	$225,848	2.7%	+0%	64.9
21	$SONO	Sonos Inc	$222,338	2.7%	+0%	50.4
22	$TOST	Toast, Inc.	$218,137	2.6%	+0%	69.4
23	$ELV	Elevance Health, Inc.	$218,116	2.6%	-35%	58.8
24	$ISRG	INTUITIVE SURGICAL INC	$216,736	2.6%	+16%	79.7
25	$ALRM	Alarm.com Holdings, Inc.	$215,846	2.6%	+0%	56.7
26	$MCO	MOODYS CORP /DE/	$213,325	2.6%	+0%	78.8
27	$SG	Sweetgreen, Inc.	$213,299	2.6%	-29%	35.6
28	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$213,004	2.6%	+0%	65.9
29	$BDX	BECTON DICKINSON & CO	$212,619	2.6%	+0%	58.8
30	$AS	Amer Sports, Inc.	$211,940	2.5%	+0%	63.9
31	$CCI	CROWN CASTLE INC.	$199,624	2.4%	+0%	61.7
32	$STE	STERIS plc	$199,199	2.4%	+0%	—
33	$ONON	On Holding AG	$194,987	2.4%	+0%	53
34	$CSGP	COSTAR GROUP, INC.	$193,171	2.3%	+41%	57.5
35	$ICE	Intercontinental Exchange, Inc.	$179,864	2.2%	+0%	73.4
36	$WAT	WATERS CORP /DE/	$61,132	0.7%	+0%	60.2

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for CADEN CAPITAL PARTNERS, LP including:

Full 13F portfolio with all holdings

Quarter-over-quarter position changes

Accumulation & distribution patterns

Sector allocation breakdown

Historical portfolio evolution

New positions & complete exits

Concentration analysis

Peer comparison with similar funds

AI-powered portfolio insights

Track CADEN CAPITAL PARTNERS, LP's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for CADEN CAPITAL PARTNERS, LP and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: CADEN CAPITAL PARTNERS, LP

13F Pro is an AI hedge fund tracker and stock research platform. For CADEN CAPITAL PARTNERS, LP (SEC CIK: 1893767), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CADEN CAPITAL PARTNERS, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.