Filed: 2/17/2026ACC: 0001893767-26-000004
📋 What this filing means
CADEN CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $44.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$44.42M
Total AUM (reported)
194.62K
Total Shares
Allocation by class
CL A$39.96M90.0%
COM$2.69M6.1%
SHS USD$804.2K1.8%
COM CL A$436.9K1.0%
SHSCOM$224.2K0.5%
NAMEN AKT A$107.8K0.2%
CL A SUB VTG SHS$99.5K0.2%
Portfolio Concentration
Top 3$41.18M92.7%
4–10$797.3K1.8%
11–25$1.56M3.5%
Rest$873.5K2.0%
Top 3 weight
92.7%
Top 10 weight
94.5%
Voting Authority Distribution
Total shares with voting rights: 194.62K
Sole
Full voting authority
194.62K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
ALPHABET INC CAP STK
SOLEShares126.98K
TypeSH
Market value$39.74M
89.48%
Sole
126.98K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares3.17K
TypeSH
Market value$804.2K
1.81%
Sole
3.17K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares2.78K
TypeSH
Market value$635.9K
1.43%
Sole
2.78K
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares6.52K
TypeSH
Market value$128.5K
0.29%
Sole
6.52K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares1.06K
TypeSH
Market value$118.3K
0.27%
Sole
1.06K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares503.00
TypeSH
Market value$113.9K
0.26%
Sole
503.00
Shared
0.00
None
0.00
HUMANA INC
SOLEShares437.00
TypeSH
Market value$111.9K
0.25%
Sole
437.00
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares769.00
TypeSH
Market value$109.6K
0.25%
Sole
769.00
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares2.32K
TypeSH
Market value$107.8K
0.24%
Sole
2.32K
Shared
0.00
None
0.00
VISA INC
SOLEShares306.00
TypeSH
Market value$107.3K
0.24%
Sole
306.00
Shared
0.00
None
0.00
SONOS INC
SOLEShares6.08K
TypeSH
Market value$106.8K
0.24%
Sole
6.08K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares209.00
TypeSH
Market value$106.8K
0.24%
Sole
209.00
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares2.84K
TypeSH
Market value$106.0K
0.24%
Sole
2.84K
Shared
0.00
None
0.00
ALARM COM HLDGS INC
SOLEShares2.08K
TypeSH
Market value$105.9K
0.24%
Sole
2.08K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares651.00
TypeSH
Market value$105.4K
0.24%
Sole
651.00
Shared
0.00
None
0.00
TOAST INC
SOLEShares2.97K
TypeSH
Market value$105.4K
0.24%
Sole
2.97K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares324.00
TypeSH
Market value$104.4K
0.24%
Sole
324.00
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares561.00
TypeSH
Market value$104.1K
0.23%
Sole
561.00
Shared
0.00
None
0.00
SWEETGREEN INC
SOLEShares15.36K
TypeSH
Market value$103.8K
0.23%
Sole
15.36K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares448.00
TypeSH
Market value$103.6K
0.23%
Sole
448.00
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares298.00
TypeSH
Market value$102.5K
0.23%
Sole
298.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares443.00
TypeSH
Market value$102.3K
0.23%
Sole
443.00
Shared
0.00
None
0.00
PG&E CORP
SOLEShares6.36K
TypeSH
Market value$102.2K
0.23%
Sole
6.36K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares1.51K
TypeSH
Market value$101.9K
0.23%
Sole
1.51K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares523.00
TypeSH
Market value$101.5K
0.23%
Sole
523.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STKSOLE | CL A | 126.98K | SH | $39.74M 89.48% | 126.98K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 3.17K | SH | $804.2K 1.81% | 3.17K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 2.78K | SH | $635.9K 1.43% | 2.78K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 6.52K | SH | $128.5K 0.29% | 6.52K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | SHSCOM | 1.06K | SH | $118.3K 0.27% | 1.06K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 503.00 | SH | $113.9K 0.26% | 503.00 | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 437.00 | SH | $111.9K 0.25% | 437.00 | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 769.00 | SH | $109.6K 0.25% | 769.00 | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 2.32K | SH | $107.8K 0.24% | 2.32K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 306.00 | SH | $107.3K 0.24% | 306.00 | 0.00 | 0.00 |
SONOS INCSOLE | COM | 6.08K | SH | $106.8K 0.24% | 6.08K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 209.00 | SH | $106.8K 0.24% | 209.00 | 0.00 | 0.00 |
AMER SPORTS INCSOLE | SHSCOM | 2.84K | SH | $106.0K 0.24% | 2.84K | 0.00 | 0.00 |
ALARM COM HLDGS INCSOLE | COM | 2.08K | SH | $105.9K 0.24% | 2.08K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 651.00 | SH | $105.4K 0.24% | 651.00 | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 2.97K | SH | $105.4K 0.24% | 2.97K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 324.00 | SH | $104.4K 0.24% | 324.00 | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 561.00 | SH | $104.1K 0.23% | 561.00 | 0.00 | 0.00 |
SWEETGREEN INCSOLE | COM CL A | 15.36K | SH | $103.8K 0.23% | 15.36K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 448.00 | SH | $103.6K 0.23% | 448.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 298.00 | SH | $102.5K 0.23% | 298.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 443.00 | SH | $102.3K 0.23% | 443.00 | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 6.36K | SH | $102.2K 0.23% | 6.36K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 1.51K | SH | $101.9K 0.23% | 1.51K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 523.00 | SH | $101.5K 0.23% | 523.00 | 0.00 | 0.00 |
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