Settian Capital LP: 13F holdings
CIK 19111132026Q2
| Positions | 23 |
|---|---|
| Reported value | $155.7m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MA MASTERCARD INCORPORATED | 41,900 | $21.5m | 13.8% |
| AAPL APPLE INC | 70,900 | $20.5m | 13.2% |
| PWR QUANTA SVCS INC | 27,000 | $19.4m | 12.5% |
| CDNS CADENCE DESIGN SYSTEM INC | 46,300 | $17.4m | 11.2% |
| MSFT MICROSOFT CORP | 25,350 | $9.5m | 6.1% |
| V VISA INC | 26,700 | $9.2m | 5.9% |
| WESTWOOD HLDGS GROUP INC | 470,515 | $9.0m | 5.8% |
| MCK MCKESSON CORP | 9,600 | $7.3m | 4.7% |
| GEV GE VERNOVA INC | 6,000 | $7.0m | 4.5% |
| SNPS SYNOPSYS INC | 15,000 | $6.7m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911113")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.