Institutions / Settian Capital LP
Settian Capital LP
CIK 1911113 · Institution · as of Dec 31, 2025
Portfolio value
$149.98M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Mastercard Inc | $23.92M | 15.9% |
| Apple Inc. | $19.27M | 12.9% |
| Cadence Design Systems Inc | $14.47M | 9.6% |
| Microsoft Corp | $12.26M | 8.2% |
| Quanta Services Inc | $11.40M | 7.6% |
| Visa Inc | $9.36M | 6.2% |
| Westwood Holdings Group IncWHG | $8.10M | 5.4% |
| McKesson Corp | $7.87M | 5.3% |
| Synopsys Inc | $7.05M | 4.7% |
| Cintas Corp | $5.27M | 3.5% |
| QXO, Inc. | $4.95M | 3.3% |
| S&P Global Inc. | $3.88M | 2.6% |
| GE Vernova Inc. | $3.27M | 2.2% |
| Fair Isaac Corp | $2.70M | 1.8% |
| Hershey Co | $2.44M | 1.6% |
| Fiserv Inc | $2.42M | 1.6% |
| Tyler Technologies, Inc. | $2.33M | 1.6% |
| Verisk Analytics, Inc. | $2.05M | 1.4% |
| Adobe Inc. | $1.47M | 1.0% |
| Pool Corp | $1.32M | 0.9% |
| Clean Harbors Inc | $1.17M | 0.8% |
| General Electric Co | $924.1K | 0.6% |
| Motorola Solutions, Inc. | $766.6K | 0.5% |
| Constellation Energy Corp | $706.5K | 0.5% |
| Howmet Aerospace Inc. | $615.1K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.