Investor
Settian Capital LP
CIK 0001911113 · filed 2026-05-05 · SEC filing
13F book
$142.8M
Positions
26
6 new · 5 sold
Largest name
14.7%
Mastercard Inc · MA
Est. mark
−$8.18M
Price effect on 20 names still held. Flow $1.01M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mastercard Inc | MA | 41.9K | $20.9M | 14.7% | −$2.98M | Held |
| Apple Inc. | AAPL | 70.9K | $18M | 12.6% | −$1.28M | Held |
| Quanta Svcs Inc | — | 27K | $14.8M | 10.4% | $3.43M | Held |
| Cadence Design System Inc | — | 46.3K | $12.9M | 9.0% | −$1.61M | Held |
| Microsoft Corp | MSFT | 25.4K | $9.38M | 6.6% | −$2.88M | Held |
| Mckesson Corp | MCK | 9.6K | $8.31M | 5.8% | $432.7K | Held |
| Visa Inc. | V | 26.7K | $8.07M | 5.7% | −$1.29M | Held |
| Westwood Hldgs Group Inc | — | 470.5K | $7.75M | 5.4% | −$348.2K | Held |
| Synopsys Inc | SNPS | 15K | $5.95M | 4.2% | −$1.1M | Held |
| GE Vernova Inc. | GEV | 6K | $5.24M | 3.7% | $1.1M | Added$1.97M |
| Qxo Inc | — | 256.6K | $4.98M | 3.5% | $33.4K | Held |
| Cintas Corp | CTAS | 28K | $4.74M | 3.3% | −$530K | Held |
| S&P Global Inc. | SPGI | 7.42K | $3.16M | 2.2% | −$721.8K | Held |
| Ge Aerospace | — | 11K | $3.12M | 2.2% | −$72.8K | Added$2.2M |
| Hershey Co | HSY | 13.4K | $2.79M | 2.0% | $347.2K | Held |
| Constellation Energy Corp | CEG | 7K | $1.95M | 1.4% | −$148K | Added$1.25M |
| Fair Isaac Corp | FICO | 1.6K | $1.71M | 1.2% | −$996.9K | Held |
| Cisco Sys Inc | — | 20K | $1.55M | 1.1% | — | New |
| Clean Harbors Inc | CLH | 5K | $1.43M | 1.0% | $261.3K | Held |
| Cheniere Energy, Inc. | LNG | 4K | $1.14M | 0.8% | — | New |
| Cardinal Health Inc | CAH | 4.5K | $950.9K | 0.7% | — | New |
| Parker-Hannifin Corp | PH | 1K | $895.2K | 0.6% | — | New |
| Motorola Solutions, Inc. | MSI | 2K | $867.9K | 0.6% | $101.3K | Held |
| Vaneck Etf Trust | — | 2K | $766.8K | 0.5% | — | New |
| Amphenol Corp New | — | 6K | $758.1K | 0.5% | — | New |
| Howmet Aerospace Inc. | HWM | 3K | $691.4K | 0.5% | $76.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.