Funds › Settian Capital LP
Settian Capital LP
13F for Q3 2026, filed Nov 6, 2026. 27 positions worth $158.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 70,900 | $23.6M | 14.9% | Unchanged | 13F ↗ |
| 2 | MA Mastercard Incorporated | 41,900 | $23.1M | 14.6% | Unchanged | 13F ↗ |
| 3 | PWR Quanta Services, Inc. | 27,000 | $17.3M | 11.0% | Unchanged | 13F ↗ |
| 4 | CDNS Cadence Design Systems, Inc. | 46,300 | $15.3M | 9.7% | Unchanged | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 25,350 | $13.0M | 8.2% | Unchanged | 13F ↗ |
| 6 | V Visa Inc. | 26,700 | $9.6M | 6.1% | Unchanged | 13F ↗ |
| 7 | WHG Westwood Holdings Group Inc | 470,515 | $8.8M | 5.5% | Unchanged | 13F ↗ |
| 8 | MCK McKesson Corporation | 9,600 | $8.2M | 5.2% | Unchanged | 13F ↗ |
| 9 | SNPS Synopsys, Inc. | 16,000 | $7.0M | 4.4% | +6.7% | 13F ↗ |
| 10 | GEV GE Vernova Inc. | 6,000 | $5.7M | 3.6% | Unchanged | 13F ↗ |
| 11 | CTAS Cintas Corporation | 28,000 | $5.5M | 3.5% | Unchanged | 13F ↗ |
| 12 | QXO QXO, Inc. | 256,578 | $3.0M | 1.9% | Unchanged | 13F ↗ |
| 13 | SPGI S&P Global Inc. | 7,422 | $2.9M | 1.8% | Unchanged | 13F ↗ |
| 14 | HSY The Hershey Company | 16,400 | $2.6M | 1.6% | +22.4% | 13F ↗ |
| 15 | CEG Constellation Energy Corporation | 9,000 | $2.3M | 1.4% | +28.6% | 13F ↗ |
| 16 | GE GE Aerospace | 5,000 | $1.6M | 1.0% | -54.5% | 13F ↗ |
| 17 | FICO Fair Isaac Corporation | 2,600 | $1.5M | 1.0% | +62.5% | 13F ↗ |
| 18 | TSCO Tractor Supply Company | 40,000 | $1.3M | 0.8% | +33.3% | 13F ↗ |
| 19 | LNG Cheniere Energy, Inc. | 4,000 | $1.1M | 0.7% | Unchanged | 13F ↗ |
| 20 | CAH Cardinal Health, Inc. | 4,500 | $1.0M | 0.6% | Unchanged | 13F ↗ |
| 21 | PH Parker-Hannifin Corporation | 1,000 | $955.4K | 0.6% | Unchanged | 13F ↗ |
| 22 | MSI Motorola Solutions, Inc. | 2,000 | $891.9K | 0.6% | Unchanged | 13F ↗ |
| 23 | TPL Texas Pacific Land Corporation | 2,000 | $651.7K | 0.4% | New | 13F ↗ |
| 24 | CLH Clean Harbors, Inc. | 2,000 | $620.5K | 0.4% | New | 13F ↗ |
| 25 | INTU Intuit Inc. | 2,000 | $551.4K | 0.3% | New | 13F ↗ |
| 26 | HWM Howmet Aerospace Inc. | 1,000 | $226.2K | 0.1% | New | 13F ↗ |
| 27 | MBGL Mobility Global Inc. | 7,422 | $127.3K | 0.1% | New | 13F ↗ |
Changes since Q2 2026
5 new, 5 added to, 1 trimmed, 1 exited, 16 unchanged. By estimated dollars.
New positions (5)
Added to (5)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| GE GE Aerospace | 5,000 | -54.5% | -$1.9M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| APH Amphenol Corporation | 12,000 | Exited | -$1.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 27 | $158.3M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 23 | $155.7M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 26 | $142.8M | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 25 | $150.0M | Current | SEC ↗ |
| Q3 2025 | Nov 7, 2025 | 13F-HR | 23 | $147.1M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 23 | $141.9M | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 26 | $128.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer