CADEN CAPITAL PARTNERS, LP 13F Holdings

CIK 0001893767 · SANTA MONICA, CA

As of Sep 30, 2025, CADEN CAPITAL PARTNERS, LP reported 11 positions worth $246.8M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
PG&E CORPPCGUtilities2,652,333$40.0M16.21%
DANAHER CORPDHRHealthcare172,328$34.2M13.85%
CROWN CASTLE INCCCIReal Estate337,807$32.6M13.21%
ALPHABET INCGOOGLEquity126,977$30.9M12.51%
STERIS PLCSTEHealthcare124,726$30.9M12.51%
COSTAR GROUP INCCSGPReal Estate349,501$29.5M11.95%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services154,892$26.1M10.58%
ENTEGRIS INCENTGTechnology110,000 0.2M4.12%
SAMSARA INCIOTEquity150,000$5.6M2.26%
RIVIAN AUTOMOTIVE INC——6,000,000$5.5M2.24%
VAIL RESORTS INCMTNConsumer Cyclical9,397 .4M0.57%