Settian Capital LP
26 holdingsFiling period: 2026-03-31Current AUM: $163.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 41.9K | $20.9M | $24.0M | 14.72% | -- | 2026-03-31 |
| 2 | AAPL | APPLE INC | 70.9K | $18.0M | $21.9M | 13.43% | -- | 2026-03-31 |
| 3 | PWR | QUANTA SVCS INC | 27.0K | $14.8M | $18.0M | 11.05% | -- | 2026-03-31 |
| 4 | CDNS | CADENCE DESIGN SYSTEM INC | 46.3K | $12.9M | $15.7M | 9.65% | -- | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 25.4K | $9.4M | $11.8M | 7.22% | -- | 2026-03-31 |
| 6 | MCK | MCKESSON CORP | 9.6K | $8.3M | $8.2M | 5.04% | -- | 2026-03-31 |
| 7 | V | VISA INC | 26.7K | $8.1M | $9.8M | 5.99% | -- | 2026-03-31 |
| 8 | WHG | WESTWOOD HLDGS GROUP INC | 470.5K | $7.7M | $9.0M | 5.53% | -- | 2026-03-31 |
| 9 | SNPS | SYNOPSYS INC | 15.0K | $5.9M | $5.8M | 3.58% | -- | 2026-03-31 |
| 10 | GEV | GE VERNOVA INC | 6.0K | $5.2M | $5.9M | 3.64% | +1.0K | 2026-03-31 |
| 11 | QXO | QXO INC | 256.6K | $5.0M | $3.4M | 2.09% | -- | 2026-03-31 |
| 12 | CTAS | CINTAS CORP | 28.0K | $4.7M | $5.7M | 3.51% | -- | 2026-03-31 |
| 13 | SPGI | S&P GLOBAL INC | 7.4K | $3.2M | $3.1M | 1.87% | -- | 2026-03-31 |
| 14 | GE | GE AEROSPACE | 11.0K | $3.1M | $4.0M | 2.43% | +8.0K | 2026-03-31 |
| 15 | HSY | HERSHEY CO | 13.4K | $2.8M | $2.3M | 1.44% | -- | 2026-03-31 |
| 16 | CEG | CONSTELLATION ENERGY CORP | 7.0K | $2.0M | $1.8M | 1.13% | +5.0K | 2026-03-31 |
| 17 | FICO | FAIR ISAAC CORP | 1.6K | $1.7M | $1.8M | 1.10% | -- | 2026-03-31 |
| 18 | CSCO | CISCO SYS INC | 20.0K | $1.6M | $2.3M | 1.42% | -- | 2026-03-31 |
| 19 | CLH | CLEAN HARBORS INC | 5.0K | $1.4M | $1.6M | 0.96% | -- | 2026-03-31 |
| 20 | LNG | CHENIERE ENERGY INC | 4.0K | $1.1M | $1.1M | 0.65% | -- | 2026-03-31 |
| 21 | CAH | CARDINAL HEALTH INC | 4.5K | $950K | $1.0M | 0.63% | -- | 2026-03-31 |
| 22 | PH | PARKER-HANNIFIN CORP | 1.0K | $895K | $976K | 0.60% | -- | 2026-03-31 |
| 23 | MSI | MOTOROLA SOLUTIONS INC | 2.0K | $867K | $871K | 0.53% | -- | 2026-03-31 |
| 24 | SMH | VANECK ETF TRUST | 2.0K | $766K | $1.1M | 0.66% | -- | 2026-03-31 |
| 25 | APH | AMPHENOL CORP | 6.0K | $758K | $964K | 0.59% | -- | 2026-03-31 |
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