Settian Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Settian Capital LP disclosed 23 US equity positions worth $155.7m in its Q2 2026 13F filing. The largest position was MA at 13.8% of the reported book, followed by AAPL and PWR. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 0 among the top 23 holdings.
What did Settian Capital LP own in Q2 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 13.8% | $21.5m | 41,900 | 0% | held |
| 2 | AAPL APPLE INC | Technology | 13.2% | $20.5m | 70,900 | 0% | held |
| 3 | PWR QUANTA SVCS INC | Industrials | 12.5% | $19.4m | 27,000 | 0% | held |
| 4 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 11.2% | $17.4m | 46,300 | 0% | held |
| 5 | MSFT MICROSOFT CORP | Technology | 6.1% | $9.5m | 25,350 | 0% | held |
| 6 | V VISA INC | Financial Services | 5.9% | $9.2m | 26,700 | 0% | held |
| 7 | WHG WESTWOOD HLDGS GROUP INC | 5.8% | $9.0m | 470,515 | 0% | held | |
| 8 | MCK MCKESSON CORP | Healthcare | 4.7% | $7.3m | 9,600 | 0% | held |
| 9 | GEV GE VERNOVA INC | Industrials | 4.5% | $7.0m | 6,000 | 0% | held |
| 10 | SNPS SYNOPSYS INC | Technology | 4.3% | $6.7m | 15,000 | 0% | held |
| 11 | CTAS CINTAS CORP | Industrials | 3.1% | $4.8m | 28,000 | 0% | held |
| 12 | QXO QXO INC | Industrials | 2.8% | $4.4m | 256,578 | 0% | held |
| 13 | GE GE AEROSPACE | Industrials | 2.6% | $4.1m | 11,000 | 0% | held |
| 14 | SPGI S&P GLOBAL INC | Financial Services | 1.9% | $3.0m | 7,422 | 0% | held |
| 15 | HSY HERSHEY CO | Consumer Defensive | 1.5% | $2.4m | 13,400 | 0% | held |
| 16 | FICO FAIR ISAAC CORP | Technology | 1.2% | $1.9m | 1,600 | 0% | held |
| 17 | CEG CONSTELLATION ENERGY CORP | Utilities | 1.1% | $1.7m | 7,000 | 0% | held |
| 18 | CAH CARDINAL HEALTH INC | Healthcare | 0.7% | $1.1m | 4,500 | 0% | held |
| 19 | APH AMPHENOL CORP | Technology | 0.7% | $1.1m | 6,000 | 0% | held |
| 20 | PH PARKER-HANNIFIN CORP | Industrials | 0.6% | $978.1k | 1,000 | 0% | held |
| 21 | LNG CHENIERE ENERGY INC | Energy | 0.6% | $956.0k | 4,000 | 0% | held |
| 22 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 0.6% | $948.3k | 30,000 | – | new |
| 23 | MSI MOTOROLA SOLUTIONS INC | Technology | 0.5% | $830.6k | 2,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.