Holders — by stockHoldings — by fund
Settian Capital LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911113
$155.7M
disclosed book value
23
positions
13.8%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 41,900 | $21.5M | 13.8% |
| 2 | AAPLAPPLE INC | 70,900 | $20.5M | 13.2% |
| 3 | PWRQUANTA SVCS INC | 27,000 | $19.4M | 12.5% |
| 4 | CDNSCADENCE DESIGN SYSTEM INC | 46,300 | $17.4M | 11.2% |
| 5 | MSFTMICROSOFT CORP | 25,350 | $9.5M | 6.1% |
| 6 | VVISA INC | 26,700 | $9.2M | 5.9% |
| 7 | WHGWESTWOOD HLDGS GROUP INC | 470,515 | $9.0M | 5.8% |
| 8 | MCKMCKESSON CORP | 9,600 | $7.3M | 4.7% |
| 9 | GEVGE VERNOVA INC | 6,000 | $7.0M | 4.5% |
| 10 | SNPSSYNOPSYS INC | 15,000 | $6.7M | 4.3% |
| 11 | CTASCINTAS CORP | 28,000 | $4.8M | 3.1% |
| 12 | QXOQXO INC | 256,578 | $4.4M | 2.8% |
| 13 | GEGE AEROSPACE | 11,000 | $4.1M | 2.6% |
| 14 | SPGIS&P GLOBAL INC | 7,422 | $3.0M | 1.9% |
| 15 | HSYHERSHEY CO | 13,400 | $2.4M | 1.5% |
| 16 | FICOFAIR ISAAC CORP | 1,600 | $1.9M | 1.2% |
| 17 | CEGCONSTELLATION ENERGY CORP | 7,000 | $1.7M | 1.1% |
| 18 | CAHCARDINAL HEALTH INC | 4,500 | $1.1M | 0.7% |
| 19 | APHAMPHENOL CORP | 6,000 | $1.1M | 0.7% |
| 20 | PHPARKER-HANNIFIN CORP | 1,000 | $978,120 | 0.6% |
| 21 | LNGCHENIERE ENERGY INC | 4,000 | $956,040 | 0.6% |
| 22 | TSCOTRACTOR SUPPLY CO | 30,000 | $948,300 | 0.6% |
| 23 | MSIMOTOROLA SOLUTIONS INC | 2,000 | $830,580 | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.