Data as of Q4 2025 (Dec 31, 2025)

CADEN CAPITAL PARTNERS, LP

•CIK: 1893767•Filing: Q4 2025

**CADEN CAPITAL PARTNERS, LP** manages $44M across a portfolio of 34 positions. The fund exhibits a significant concentration in technology, with GOOGL representing the largest holding at $39.7M, accounting for over 90% of the reported top holdings. Notable secondary allocations include DHR ($0.6M) and BKFDF ($0.8M). This structure suggests a highly concentrated, large-cap growth bias within its current mandate.

Total AUM
$44.4M
QoQ Performance
-81.6%
Positions
34
Top 10 Concentration
94.5%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOGL
GOOGL89.5%
STE1.8%
DHR1.4%
RIVN0.3%
SN0.3%
DASH0.3%
HUM0.3%
LYV0.2%

📈 Biggest Buys

RIVN
RIVIAN AUTOMOTIVE INC
NEW
0.3% of portfolio
SN
SHARKNINJA INC
NEW
0.3% of portfolio
DASH
DOORDASH INC
NEW
0.3% of portfolio
HUM
HUMANA INC
NEW
0.3% of portfolio
LYV
LIVE NATION ENTERTAINMENT IN
NEW
0.2% of portfolio

📉 Biggest Sells

PCG
PG&E CORP
-99.8%
0.2% of portfolio
DHR
DANAHER CORPORATION
-98.4%
1.4% of portfolio
STE
STERIS PLC
-97.5%
1.8% of portfolio
8CW
CROWN CASTLE INC
-99.7%
0.2% of portfolio
ICE
INTERCONTINENTAL EXCHANGE IN
-99.6%
0.2% of portfolio

Sector Breakdown

Technology89.5%
Other7.2%
Healthcare1.9%
Consumer0.7%
Financial0.5%
Industrial0.2%

🚪 Exited Positionssold since Q3 2025

ENQ
ENTEGRIS INC
SOLD
$10.2M

Changes from Q3 2025

NEW25 new positions
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GOOGL89.5%
ALPHABET INC CAP STK
$39.7M
STE1.8%
STERIS PLC
$804.2K
DHR1.4%
DANAHER CORPORATION
$635.9K
RIVN0.3%
RIVIAN AUTOMOTIVE INC
$128.5K
SN0.3%
SHARKNINJA INC
$118.3K

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