Vault-13

CADEN CAPITAL PARTNERS, LP

SANTA MONICA, CA · CIK 1893767 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2026 · limited partnership

As an employer

$8.3m reported value +2.3% vs Q1 2026
36positions
32.5%in top 10
0 new 3 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SAMSARA INC COM CL A IOT IOT 9,356 $303.4k3.65% 3.65% UnchangedShares held: Q3 2025 150.0k, Q4 2025 2.7k, Q1 2026 9.4k, Q2 2026 9.4k
2 RIVIAN AUTOMOTIVE INC COM CL A RIVN RIVN 17,312 $300.4k3.62% 3.62% UnchangedShares held: Q3 2025 0, Q4 2025 6.5k, Q1 2026 17.3k, Q2 2026 17.3k
3 SHARKNINJA INC COM SHS SN SN 1,826 $278.0k3.35% 3.35% ReducedShares held: Q3 2025 0, Q4 2025 1.1k, Q1 2026 2.1k, Q2 2026 1.8k -250 -250 -12.0%
4 JPMORGAN CHASE & CO COM JPM JPM 822 $269.1k3.24% 3.24% UnchangedShares held: Q3 2025 0, Q4 2025 324, Q1 2026 822, Q2 2026 822
5 VISA INC COM CL A V V 775 $265.9k3.20% 3.20% UnchangedShares held: Q3 2025 0, Q4 2025 306, Q1 2026 775, Q2 2026 775
6 DOORDASH INC CL A DASH DASH 1,403 $258.9k3.12% 3.12% UnchangedShares held: Q3 2025 0, Q4 2025 503, Q1 2026 1.4k, Q2 2026 1.4k
7 AMGEN INC COM AMGN AMGN 712 $257.8k3.11% 3.11% UnchangedShares held: Q3 2025 0, Q4 2025 296, Q1 2026 712, Q2 2026 712
8 PG&E CORP COM PCG PCG 15,215 $255.9k3.08% 3.08% ReducedShares held: Q3 2025 2.7m, Q4 2025 6.4k, Q1 2026 16.7k, Q2 2026 15.2k -1.5k -1,500 -9.0%
9 COSTCO WHSL CORP NEW COM COST COST 273 $255.4k3.08% 3.08% UnchangedShares held: Q3 2025 0, Q4 2025 111, Q1 2026 273, Q2 2026 273
10 HUMANA INC COM HUM HUM 641 $254.6k3.07% 3.07% ReducedShares held: Q3 2025 0, Q4 2025 437, Q1 2026 1.4k, Q2 2026 641 -750 -750 -53.9%
11 CHEVRON CORP NEW COM CVX CVX 1,516 $251.3k3.03% 3.03% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.5k, Q2 2026 1.5k
12 ALPHABET INC CAP STK CL A GOOGL GOOGL 700 $250.2k3.01% 3.01% ReducedShares held: Q3 2025 127.0k, Q4 2025 127.0k, Q1 2026 1.0k, Q2 2026 700 -300 -300 -30.0%
13 VITAL FARMS INC COM VITL VITL 21,488 $249.9k3.01% 3.01% AddedShares held: Q3 2025 0, Q4 2025 3.1k, Q1 2026 11.5k, Q2 2026 21.5k +10.0k +10,000 87.0%
14 LIVE NATION ENTERTAINMENT IN COM LYV LYV 1,361 $249.2k3.00% 3.00% ReducedShares held: Q3 2025 0, Q4 2025 769, Q1 2026 1.6k, Q2 2026 1.4k -250 -250 -15.5%
15 AMAZON COM INC COM AMZN AMZN 1,037 $247.2k2.98% 2.98% UnchangedShares held: Q3 2025 0, Q4 2025 443, Q1 2026 1.0k, Q2 2026 1.0k
16 VAIL RESORTS INC COM MTN MTN 1,777 $241.9k2.91% 2.91% UnchangedShares held: Q3 2025 9.4k, Q4 2025 715, Q1 2026 1.8k, Q2 2026 1.8k
17 HOME DEPOT INC COM HD HD 676 $238.4k2.87% 2.87% UnchangedShares held: Q3 2025 0, Q4 2025 298, Q1 2026 676, Q2 2026 676
18 UNION PAC CORP COM UNP UNP 860 $233.9k2.82% 2.82% ReducedShares held: Q3 2025 0, Q4 2025 448, Q1 2026 1.0k, Q2 2026 860 -150 -150 -14.8%
19 DANAHER CORPORATION COM DHR DHR 1,215 $231.4k2.79% 2.79% UnchangedShares held: Q3 2025 172.3k, Q4 2025 2.8k, Q1 2026 1.2k, Q2 2026 1.2k
20 SHOPIFY INC CL A SUB VTG SHS SHOP SHOP 1,978 $225.8k2.72% 2.72% UnchangedShares held: Q3 2025 0, Q4 2025 618, Q1 2026 2.0k, Q2 2026 2.0k
21 SONOS INC COM SONO SONO 16,433 $222.3k2.68% 2.68% UnchangedShares held: Q3 2025 0, Q4 2025 6.1k, Q1 2026 16.4k, Q2 2026 16.4k
22 TOAST INC CL A TOST TOST 7,841 $218.1k2.63% 2.63% UnchangedShares held: Q3 2025 0, Q4 2025 3.0k, Q1 2026 7.8k, Q2 2026 7.8k
23 ELEVANCE HEALTH INC COM ELV ELV 564 $218.1k2.63% 2.63% ReducedShares held: Q3 2025 0, Q4 2025 287, Q1 2026 864, Q2 2026 564 -300 -300 -34.7%
24 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 545 $216.7k2.61% 2.61% AddedShares held: Q3 2025 0, Q4 2025 163, Q1 2026 470, Q2 2026 545 +75 +75 16.0%
25 ALARM COM HLDGS INC COM ALRM ALRM 4,620 $215.8k2.60% 2.60% UnchangedShares held: Q3 2025 0, Q4 2025 2.1k, Q1 2026 4.6k, Q2 2026 4.6k
26 MOODYS CORP COM MCO MCO 471 $213.3k2.57% 2.57% UnchangedShares held: Q3 2025 0, Q4 2025 209, Q1 2026 471, Q2 2026 471
27 SWEETGREEN INC COM CL A SG SG 24,211 $213.3k2.57% 2.57% ReducedShares held: Q3 2025 0, Q4 2025 15.4k, Q1 2026 34.2k, Q2 2026 24.2k -10.0k -10,000 -29.2%
28 MARSH & MCLENNAN COS INC COM MRSH MRSH 1,278 $213.0k2.57% 2.57% UnchangedShares held: Q3 2025 0, Q4 2025 561, Q1 2026 1.3k, Q2 2026 1.3k
29 BECTON DICKINSON & CO COM BDX BDX 1,405 $212.6k2.56% 2.56% UnchangedShares held: Q3 2025 0, Q4 2025 523, Q1 2026 1.4k, Q2 2026 1.4k
30 AMER SPORTS INC COM SHS AS AS 6,263 $211.9k2.55% 2.55% UnchangedShares held: Q3 2025 0, Q4 2025 2.8k, Q1 2026 6.3k, Q2 2026 6.3k
31 CROWN CASTLE INC COM CCI CCI 2,636 $199.6k2.40% 2.40% UnchangedShares held: Q3 2025 337.8k, Q4 2025 1.1k, Q1 2026 2.6k, Q2 2026 2.6k
32 STERIS PLC SHS USD STE STE 946 $199.2k2.40% 2.40% UnchangedShares held: Q3 2025 124.7k, Q4 2025 3.2k, Q1 2026 946, Q2 2026 946
33 ON HLDG AG NAMEN AKT A ONON ONON 5,505 $195.0k2.35% 2.35% UnchangedShares held: Q3 2025 0, Q4 2025 2.3k, Q1 2026 5.5k, Q2 2026 5.5k
34 COSTAR GROUP INC COM CSGP CSGP 6,821 $193.2k2.33% 2.33% AddedShares held: Q3 2025 349.5k, Q4 2025 1.5k, Q1 2026 4.8k, Q2 2026 6.8k +2.0k +2,000 41.5%
35 INTERCONTINENTAL EXCHANGE IN COM ICE ICE 1,461 $179.9k2.17% 2.17% UnchangedShares held: Q3 2025 154.9k, Q4 2025 651, Q1 2026 1.5k, Q2 2026 1.5k
36 WATERS CORP COM WAT WAT 163 $61.1k0.74% 0.74% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 163, Q2 2026 163