Settian Capital Lp Top Holdings and 13F Report (2026) About Settian Capital LpInvestment ActivitySettian Capital Lp has $142.81 million in total holdings as of March 31, 2026.Settian Capital Lp owns shares of 26 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 6.71% of the portfolio was sold this quarter.This quarter, Settian Capital Lp has purchased 25 new stocks and bought additional shares in 3 stocks.Settian Capital Lp sold shares of 0 stocks and completely divested from 5 stocks this quarter.Largest Holdings Mastercard $20,935,754Apple $17,993,711Quanta Services $14,823,540Cadence Design Systems $12,865,381Microsoft $9,383,810 Largest New Holdings this Quarter 17275R102 - Cisco Systems $1,551,800 Holding16411R208 - CHENIERE ENERGY INC $1,135,040 Holding14149Y108 - Cardinal Health $950,895 Holding701094104 - Parker-Hannifin $895,240 Holding92189F676 - VanEck Semiconductor ETF $766,800 Holding Largest Purchases this Quarter GE Aerospace 8,000 shares (about $2.27M)Cisco Systems 20,000 shares (about $1.55M)Constellation Energy 5,000 shares (about $1.40M)CHENIERE ENERGY INC 4,000 shares (about $1.14M)Cardinal Health 4,500 shares (about $950.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSettian Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$20,935,7540.0%41,90014.7%Business ServicesAAPLApple$17,993,7110.0%70,90012.6%Computer and TechnologyPWRQuanta Services$14,823,5400.0%27,00010.4%ConstructionCDNSCadence Design Systems$12,865,3810.0%46,3009.0%Computer and TechnologyMSFTMicrosoft$9,383,8100.0%25,3506.6%Computer and TechnologyMCKMcKesson$8,307,4560.0%9,6005.8%MedicalVVisa$8,069,8080.0%26,7005.7%Business ServicesWHGWestwood Holdings Group$7,749,3820.0%470,5155.4%FinanceSNPSSynopsys$5,947,2000.0%15,0004.2%Computer and TechnologyGE VERNOVA INC$5,237,400$872,900 â–²20.0%6,0003.7%COMQXO INC$4,982,7450.0%256,5783.5%COM NEWCTASCintas$4,735,9200.0%28,0003.3%Business ServicesSPGIS&P Global$3,156,8730.0%7,4222.2%FinanceGEGE Aerospace$3,121,470$2,270,160 â–²266.7%11,0002.2%AerospaceHSYHershey$2,785,7260.0%13,4002.0%Consumer StaplesCEGConstellation Energy$1,954,750$1,396,250 â–²250.0%7,0001.4%EnergyFICOFair Isaac$1,708,0640.0%1,6001.2%Computer and TechnologyCSCOCisco Systems$1,551,800$1,551,800 â–²New Holding20,0001.1%Computer and TechnologyCLHClean Harbors$1,433,6500.0%5,0001.0%Business ServicesCHENIERE ENERGY INC$1,135,040$1,135,040 â–²New Holding4,0000.8%COM NEWCAHCardinal Health$950,895$950,895 â–²New Holding4,5000.7%MedicalPHParker-Hannifin$895,240$895,240 â–²New Holding1,0000.6%IndustrialsMSIMotorola Solutions$867,9400.0%2,0000.6%Computer and TechnologySMHVanEck Semiconductor ETF$766,800$766,800 â–²New Holding2,0000.5%ManufacturingAPHAmphenol$758,100$758,100 â–²New Holding6,0000.5%Computer and TechnologyHWMHowmet Aerospace$691,3800.0%3,0000.5%AerospaceFISERV INC$0$2,418,120 â–¼-100.0%00.0%COMTYLTyler Technologies$0$2,326,494 â–¼-100.0%00.0%Computer and TechnologyVRSKVerisk Analytics$0$2,046,764 â–¼-100.0%00.0%Business ServicesADBEAdobe$0$1,469,958 â–¼-100.0%00.0%Computer and TechnologyPOOLPool$0$1,321,031 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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