CADEN CAPITAL PARTNERS, LP — 13F holdings

CADEN CAPITAL PARTNERS, LP reported 36 holdings worth $8.30M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. IOT SAMSARA INC — $303K (3.7%)
2. RIVN RIVIAN AUTOMOTIVE INC — $300K (3.6%)
3. SN SHARKNINJA INC — $278K (3.3%)
4. JPM JPMorgan Chase & Co. — $269K (3.2%)
5. V Visa Inc — $266K (3.2%)
6. DASH DOORDASH INC — $259K (3.1%)
7. AMGN AMGEN INC — $258K (3.1%)
8. PCG PG&E CORP — $256K (3.1%)
9. COST COSTCO WHSL CORP NEW — $255K (3.1%)
10. HUM Humana Inc — $255K (3.1%)