Caden Capital Partners, LP

Caden Capital Partners, LP reported 36 holdings worth US$8.3M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Caden Capital Partners, LP reported 36 holdings worth US$8.3M as of Jun 30, 2026. Largest: Samsara Inc., Rivian Automotive, Inc. and Sharkninja, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
36
Value as reported
US$8.3M

The filing in full

CompanySharesValue as reported% of portfolio
Samsara Inc.9,356US$303K3.7%
Rivian Automotive, Inc.17,312US$300K3.6%
Sharkninja, Inc.1,826US$278K3.3%
Jp Morgan Chase & Co.822US$269K3.2%
Visa Inc.775US$266K3.2%
Doordash, Inc.1,403US$259K3.1%
Amgen Inc.712US$258K3.1%
Pacific Gas & Electric Co.15,215US$256K3.1%
Costco Wholesale Corporation273US$255K3.1%
Humana Inc.641US$255K3.1%
Chevron Corporation1,516US$251K3.0%
Alphabet Inc (google) Class C700US$250K3.0%
Vital Farms, Inc.21,488US$250K3.0%
Live Nation Entertainment, Inc.1,361US$249K3.0%
Amazon.com, Inc.1,037US$247K3.0%
Vail Resorts, Inc.1,777US$242K2.9%
Home Depot, Inc. (the)676US$238K2.9%
Union Pacific Corporation860US$234K2.8%
Danaher Corporation1,215US$231K2.8%
Shopify Inc.1,978US$226K2.7%
Sonos, Inc.16,433US$222K2.7%
Toast, Inc.7,841US$218K2.6%
Elevance Health, Inc.564US$218K2.6%
Intuitive Surgical, Inc.545US$217K2.6%
Alarm.com Holdings, Inc.4,620US$216K2.6%
Moody's Corporation471US$213K2.6%
Sweetgreen, Inc.24,211US$213K2.6%
Marsh1,278US$213K2.6%
Becton, Dickinson And Company1,405US$213K2.6%
Amer Sports, Inc.6,263US$212K2.6%
Crown Castle Inc.2,636US$200K2.4%
Costar Group, Inc.6,821US$193K2.3%
Intercontinental Exchange Inc.1,461US$180K2.2%
Waters Corporation163US$61,1320.74%

Source

View original at SEC

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