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13F holdings · Q2 2026

Caden Capital Partners

Santa Monica, CA · files as Caden Capital Partners, LP
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1893767

Caden Capital Partners reported 36 stocks worth $8.3M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IOT (3.6%), RIVN (3.6%) and SN (3.4%). Compared with Q1 2026, the fund added to VITL, ISRG and CSGP and trimmed SN, PCG and HUM.

Reported value$8.3M+2.3% vs last quarter
Stocks held360 new · 0 sold out
Top 5 weight17.1%spread out
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IOT
Samsara Inc
$303K3.6%9,356No change6 of 8
2
RIVN
Rivian Automotive Inc
$300K3.6%17KNo change3 of 8
3
SN
Sharkninja Inc
$278K3.4%1,826−250 (−12%)3 of 8
4
JPM
Jpmorgan Chase & Co.
$269K3.2%822No change3 of 8
5
V
Visa Inc
$266K3.2%775No change5 of 8
6
DASH
Doordash Inc
$259K3.1%1,403No change3 of 8
7
AMGN
Amgen Inc
$258K3.1%712No change3 of 8
8
PCG
Pg&E Corp
$256K3.1%15K−1,500 (−9%)8 of 8
9
COST
Costco Whsl Corp New
$255K3.1%273No change3 of 8
10
HUM
Humana Inc
$255K3.1%641−750 (−54%)4 of 8
🔒 26 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$297MQ3 '24
$319MQ4 '24
$317MQ1 '25
$295MQ2 '25
$241MQ3 '25
$44.4MQ4 '25
$8.1MQ1 '26
$8.3MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Caden Capital Partners 13F FAQ

What does Caden Capital Partners own?

Caden Capital Partners reported 36 stocks worth $8.3M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IOT (3.6%), RIVN (3.6%) and SN (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Caden Capital Partners buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 3 added to, 8 trimmed and 0 sold out.

When will Caden Capital Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Caden Capital Partners's portfolio worth?

The Q2 2026 filing reports $8.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.