13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001893767-26-000004
Total Value
$44.4M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK | GOOG | 126,977 | $39.7M | 89.48% |
| 2 | STERIS PLC | STE | 3,172 | $804,165 | 1.81% |
| 3 | DANAHER CORPORATION | 235851102 | 2,778 | $635,940 | 1.43% |
| 4 | RIVIAN AUTOMOTIVE INC | RIVN | 6,519 | $128,489 | 0.29% |
| 5 | SHARKNINJA INC | SN | 1,057 | $118,278 | 0.27% |
| 6 | DOORDASH INC | DASH | 503 | $113,919 | 0.26% |
| 7 | HUMANA INC | HUM | 437 | $111,929 | 0.25% |
| 8 | LIVE NATION ENTERTAINMENT IN | LYV | 769 | $109,583 | 0.25% |
| 9 | ON HLDG AG | H5919C104 | 2,320 | $107,834 | 0.24% |
| 10 | VISA INC | V | 306 | $107,317 | 0.24% |
| 11 | SONOS INC | SONO | 6,083 | $106,817 | 0.24% |
| 12 | MOODYS CORP | MCO | 209 | $106,768 | 0.24% |
| 13 | AMER SPORTS INC | AS | 2,837 | $105,962 | 0.24% |
| 14 | ALARM COM HLDGS INC | ALRM | 2,076 | $105,918 | 0.24% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 651 | $105,436 | 0.24% |
| 16 | TOAST INC | TOST | 2,967 | $105,358 | 0.24% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 324 | $104,399 | 0.24% |
| 18 | MARSH & MCLENNAN COS INC | 571748102 | 561 | $104,077 | 0.23% |
| 19 | SWEETGREEN INC | SG | 15,361 | $103,840 | 0.23% |
| 20 | UNION PAC CORP | UNP | 448 | $103,631 | 0.23% |
| 21 | HOME DEPOT INC | HD | 298 | $102,542 | 0.23% |
| 22 | AMAZON COM INC | AMZN | 443 | $102,253 | 0.23% |
| 23 | PG&E CORP | PCG-PX | 6,361 | $102,221 | 0.23% |
| 24 | COSTAR GROUP INC | CSGP | 1,515 | $101,869 | 0.23% |
| 25 | BECTON DICKINSON & CO | BDX | 523 | $101,499 | 0.23% |
| 26 | ELEVANCE HEALTH INC FORMERLY | ELV | 287 | $100,608 | 0.23% |
| 27 | SHOPIFY INC | SHOP | 618 | $99,479 | 0.22% |
| 28 | VITAL FARMS INC | VITL | 3,091 | $98,727 | 0.22% |
| 29 | CROWN CASTLE INC | CCI | 1,098 | $97,579 | 0.22% |
| 30 | SAMSARA INC | IOT | 2,743 | $97,239 | 0.22% |
| 31 | AMGEN INC | AMGN | 296 | $96,884 | 0.22% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 111 | $95,720 | 0.22% |
| 33 | VAIL RESORTS INC | MTN | 715 | $94,952 | 0.21% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 163 | $92,317 | 0.21% |