Q2 2026 13F · SEC CIK 1893767

Caden Capital Partners, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $8.3M
Reported positions: 36
Top holdings a year, 3 yrs: +4.9%
Average holding period: 1.0 yrs

Caden Capital Partners, LP is a hedge fund that reported 36 positions worth $8.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Samsara Inc. (IOT, 3.7%), Rivian Automotive Inc (RIVN, 3.6%), Sharkninja Inc (SN, 3.3%). A portfolio copying its top holdings returned 4.9% a year over the last 3 years, against 20.4% for the S&P 500.

Caden Capital Partners, LP holdings all 36 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Caden Capital Partners, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IOTSamsara Inc.	3.7%	3.7%	9,356	+0.0%	$303K
RIVNRivian Automotive Inc	3.6%	3.2%	17,312	+0.0%	$300K
SNSharkninja Inc	3.3%	2.7%	1,826	-12.0%	$278K
JPMJpmorgan Chase & Co	3.2%	3.0%	822	+0.0%	$269K
VVisa Inc	3.2%	2.9%	775	+0.0%	$266K
DASHDoordash Inc	3.1%	2.6%	1,403	+0.0%	$259K
AMGNAmgen Inc	3.1%	3.1%	712	+0.0%	$258K
PCGPg&e Corp	3.1%	3.6%	15,215	-9.0%	$256K
COSTCostco Wholesale Corporation	3.1%	3.4%	273	+0.0%	$255K
HUMHumana Inc	3.1%	3.0%	641	-53.9%	$255K
CVXChevron Corporation	3.0%	3.9%	1,516	+0.0%	$251K
GOOGLAlphabet Inc	3.0%	3.5%	700	-30.0%	$250K
VITLVital Farms Inc	3.0%	2.0%	21,488	+87.0%	$250K
LYVLive Nation Entertainment in	3.0%	3.0%	1,361	-15.5%	$249K
AMZNAmazon Com Inc	3.0%	2.7%	1,037	+0.0%	$247K
MTNVail Resorts Inc	2.9%	2.8%	1,777	+0.0%	$242K
HDHome Depot Inc	2.9%	2.7%	676	+0.0%	$238K
UNPUnion Pac Corp	2.8%	3.0%	860	-14.9%	$234K
DHRDanaher Corp Del	2.8%	2.8%	1,215	+0.0%	$231K
SHOPShopify Inc	2.7%	2.9%	1,978	+0.0%	$226K
SONOSonos Inc	2.7%	2.7%	16,433	+0.0%	$222K
TOSTToast Inc	2.6%	2.6%	7,841	+0.0%	$218K
ELVElevance Health Inc Formerly	2.6%	3.1%	564	-34.7%	$218K
ISRGIntuitive Surgical Inc	2.6%	2.7%	545	+16.0%	$217K
ALRMAlarm Com Hldgs Inc	2.6%	2.5%	4,620	+0.0%	$216K
MCOMoodys Corp	2.6%	2.5%	471	+0.0%	$213K
SGSweetgreen Inc	2.6%	2.2%	24,211	-29.2%	$213K
MRSHMarsh & Mclennan Cos	2.6%	2.7%	1,278	+0.0%	$213K
BDXBecton Dickinson & Co	2.6%	2.7%	1,405	+0.0%	$213K
ASAmer Sports Inc	2.6%	2.5%	6,263	+0.0%	$212K
CCICrown Castle Inc	2.4%	2.6%	2,636	+0.0%	$200K
STESteris PLC	2.4%	2.6%	946	+0.0%	$199K
ONONOn Hldg AG	2.3%	2.3%	5,505	+0.0%	$195K
CSGPCostar Group Inc	2.3%	2.4%	6,821	+41.5%	$193K
ICEIntercontinental Exchange Inc	2.2%	2.8%	1,461	+0.0%	$180K
WATWaters Corp	0.7%	0.6%	163	+0.0%	$61K

What Caden Capital Partners, LP bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

VITL Vital Farms Inc+87.0% shares
CSGP Costar Group Inc+41.5% shares
ISRG Intuitive Surgical Inc+16.0% shares

Reduced

HUM Humana Inc-53.9% shares
ELV Elevance Health Inc Formerly-34.7% shares
GOOGL Alphabet Inc-30.0% shares
SG Sweetgreen Inc-29.2% shares
LYV Live Nation Entertainment in-15.5% shares
UNP Union Pac Corp-14.9% shares
SN Sharkninja Inc-12.0% shares
PCG Pg&e Corp-9.0% shares

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +6.1% /yr; S&P 500 +20.1%
3 years: +4.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$8.3M	36
Q1 2026	$8.1M	36
Q4 2025	$44.4M	34
Q3 2025	$241.2M	10
Q2 2025	$295.4M	10
Q1 2025	$317.1M	11
Q4 2024	$319.1M	10
Q3 2024	$296.6M	14
Q2 2024	$276.5M	11
Q1 2024	$272.4M	10
Q4 2023	$275.2M	13
Q3 2023	$259.8M	12

Questions about Caden Capital Partners, LP's portfolio

What stocks does Caden Capital Partners, LP own?

Caden Capital Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 36 positions worth $8.3M. The largest are Samsara Inc. (IOT) at 3.7%, Rivian Automotive Inc (RIVN) at 3.6%, Sharkninja Inc (SN) at 3.3%, Jpmorgan Chase & Co (JPM) at 3.2% and Visa Inc (V) at 3.2%.

What did Caden Capital Partners, LP buy last quarter?

In Q2 2026, Caden Capital Partners, LP added Vital Farms Inc (VITL) (+87.0% shares), Costar Group Inc (CSGP) (+41.5% shares) and Intuitive Surgical Inc (ISRG) (+16.0% shares), compared with its Q1 2026 filing.

What did Caden Capital Partners, LP sell last quarter?

In Q2 2026, Caden Capital Partners, LP Humana Inc (HUM) (-53.9% shares), Elevance Health Inc Formerly (ELV) (-34.7% shares) and Alphabet Inc (GOOGL) (-30.0% shares), compared with its Q1 2026 filing.

How has Caden Capital Partners, LP's portfolio performed?

A portfolio copying Caden Capital Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.1% against +20.1%.

When is Caden Capital Partners, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Caden Capital Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.