§ 13F · FUND PROFILE
Settian Capital LP.
AUM · $156M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$948K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 42K | $22M | 13.8% | ±0% |
| 2 | AAPL | APPLE INC | 71K | $21M | 13.2% | ±0% |
| 3 | PWR | QUANTA SVCS INC | 27K | $19M | 12.5% | ±0% |
| 4 | CDNS | CADENCE DESIGN SYSTEM INC | 46K | $17M | 11.2% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 25K | $9M | 6.1% | ±0% |
| 6 | V | VISA INC | 27K | $9M | 5.9% | ±0% |
| 7 | WHG | WESTWOOD HLDGS GROUP INC | 471K | $9M | 5.8% | ±0% |
| 8 | MCK | MCKESSON CORP | 10K | $7M | 4.7% | ±0% |
| 9 | GEV | GE VERNOVA INC | 6K | $7M | 4.5% | ±0% |
| 10 | SNPS | SYNOPSYS INC | 15K | $7M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SETTIAN SIGNAL
AC read
Settian Capital LP is a Other fund managing $156 million in assets. The fund runs a focused portfolio of just 23 positions.
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