Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CADEN CAPITAL PARTNERS, LP (CIK 1893767) reported $8.1M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVX ($313,660, 3.86%), IOT ($296,492, 3.65%), PCG ($293,683, 3.62%), GOOGL ($287,560, 3.54%), COST ($272,025, 3.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | $313,660 | 3.86% | 1,516 | New |
| 2 | IOT | SAMSARA INC | $296,492 | 3.65% | 9,356 | Added |
| 3 | PCG | PG&E CORP | $293,683 | 3.62% | 16,715 | Added |
| 4 | GOOGL | ALPHABET INC CAP STK | $287,560 | 3.54% | 1,000 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $272,025 | 3.35% | 273 | Added |
| 6 | RIVN | RIVIAN AUTOMOTIVE INC | $260,546 | 3.21% | 17,312 | Added |
| 7 | ELV | ELEVANCE HEALTH INC FORMERLY | $252,936 | 3.12% | 864 | Added |
| 8 | AMGN | AMGEN INC | $250,517 | 3.09% | 712 | Added |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | $245,694 | 3.03% | 1,611 | Added |
| 10 | UNP | UNION PAC CORP | $245,046 | 3.02% | 1,010 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $241,800 | 2.98% | 822 | Added |
| 12 | HUM | HUMANA INC | $241,185 | 2.97% | 1,391 | Added |
| 13 | V | VISA INC | $234,236 | 2.89% | 775 | Added |
| 14 | SHOP | SHOPIFY INC | $234,630 | 2.89% | 1,978 | Added |
| 15 | DHR | DANAHER CORP DEL | $230,364 | 2.84% | 1,215 | Trimmed |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $229,786 | 2.83% | 1,461 | Added |
| 17 | MTN | VAIL RESORTS INC | $228,025 | 2.81% | 1,777 | Added |
| 18 | HD | HOME DEPOT INC | $222,330 | 2.74% | 676 | Added |
| 19 | MMC | MARSH & MCLENNAN COS INC | $221,669 | 2.73% | 1,278 | Added |
| 20 | BDX | BECTON DICKINSON & CO | $220,908 | 2.72% | 1,405 | Added |
| 21 | SN | SHARKNINJA INC | $219,848 | 2.71% | 2,076 | Added |
| 22 | SONO | SONOS INC | $220,202 | 2.71% | 16,433 | Added |
| 23 | ISRG | INTUITIVE SURGICAL INC | $216,665 | 2.67% | 470 | Added |
| 24 | AMZN | AMAZON COM INC | $215,976 | 2.66% | 1,037 | Added |
| 25 | CCI | CROWN CASTLE INC | $214,333 | 2.64% | 2,636 | Added |
Source: SEC Form 13F filings · as of 2026-03-31