§ 13F · FUND PROFILE
CADEN CAPITAL PARTNERS, LP.
AUM · $241M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | 9K | $303K | 3.7% | ±0% |
| 2 | RIVN | RIVIAN AUTOMOTIVE INC | 17K | $300K | 3.6% | ±0% |
| 3 | SN | SHARKNINJA INC | 2K | $278K | 3.3% | −12% |
| 4 | JPM | JPMORGAN CHASE & CO | 822 | $269K | 3.2% | ±0% |
| 5 | V | VISA INC | 775 | $266K | 3.2% | ±0% |
| 6 | DASH | DOORDASH INC | 1K | $259K | 3.1% | ±0% |
| 7 | AMGN | AMGEN INC | 712 | $258K | 3.1% | ±0% |
| 8 | PCG | PG&E CORP | 15K | $256K | 3.1% | −9% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 273 | $255K | 3.1% | ±0% |
| 10 | HUM | HUMANA INC | 641 | $255K | 3.1% | −54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CADEN SIGNAL
AC read
CADEN CAPITAL PARTNERS, LP is a Other fund managing $241 million in assets. The fund runs a focused portfolio of just 10 positions.
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