Settian Capital LP
Net seller this quarter
$156M
23
-$5.01M
81.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MA | $21.5M | 13.83% | 0.00% | Not reported | Q4 2021 |
 AAPL | $20.5M | 13.18% | 0.00% | Not reported | Q4 2021 |
 PWR | $19.4M | 12.49% | 0.02% | Not reported | Q4 2022 |
 CDNS | $17.4M | 11.16% | 0.02% | Not reported | Q4 2021 |
 MSFT | $9.46M | 6.08% | 0.00% | Not reported | Q4 2021 |
 V | $9.16M | 5.89% | 0.00% | Not reported | Q4 2021 |
 WHG | $9.02M | 5.79% | 5.28% | Not reported | Q2 2025 |
 MCK | $7.25M | 4.66% | 0.01% | Not reported | Q4 2022 |
 GEV | $7.05M | 4.53% | 0.00% | Not reported | Q4 2024 |
 SNPS | $6.69M | 4.30% | 0.01% | Not reported | Q3 2023 |
 CTAS | $4.76M | 3.06% | 0.01% | Not reported | Q4 2021 |
 QXO | $4.43M | 2.85% | 0.04% | Not reported | Q4 2024 |
 GE | $4.11M | 2.64% | 0.00% | Not reported | Q3 2024 |
 SPGI | $3.02M | 1.94% | 0.00% | Not reported | Q4 2021 |
 HSY | $2.35M | 1.51% | 0.01% | Not reported | Q3 2022 |
 FICO | $1.91M | 1.23% | 0.01% | Not reported | Q4 2021 |
 CEG | $1.74M | 1.12% | 0.00% | Not reported | Q4 2025 |
 CAH | $1.07M | 0.69% | 0.00% | Not reported | Q4 2022 |
 APH | $1.06M | 0.68% | 0.00% | Not reported | Q1 2026 |
 PH | $978K | 0.63% | 0.00% | Not reported | Q1 2026 |
 LNG | $956K | 0.61% | 0.00% | Not reported | Q1 2022 |
 TSCO | $948K | 0.61% | 0.01% | Not reported | Q3 2022 |
 MSI | $831K | 0.53% | 0.00% | Not reported | Q2 2023 |
| Q1 2026 | |||||
| MA | $20.9M | 14.66% | 0.00% | Not reported | Q4 2021 |
| AAPL | $18M | 12.60% | 0.00% | Not reported | Q4 2021 |
| PWR | $14.8M | 10.38% | 0.02% | Not reported | Q4 2022 |
| CDNS | $12.9M | 9.01% | 0.02% | Not reported | Q4 2021 |
| MSFT | $9.38M | 6.57% | 0.00% | Not reported | Q4 2021 |
| MCK | $8.31M | 5.82% | 0.01% | Not reported | Q4 2022 |
| V | $8.07M | 5.65% | 0.00% | Not reported | Q4 2021 |
| WHG | $7.75M | 5.43% | 5.28% | Not reported | Q2 2025 |
| SNPS | $5.95M | 4.16% | 0.01% | Not reported | Q3 2023 |
| GEV | $5.24M | 3.67% | 0.00% | +20.0% | Q4 2024 |
| QXO | $4.98M | 3.49% | 0.04% | Not reported | Q4 2024 |
| CTAS | $4.74M | 3.32% | 0.01% | Not reported | Q4 2021 |
| SPGI | $3.16M | 2.21% | 0.00% | Not reported | Q4 2021 |
| GE | $3.12M | 2.19% | 0.00% | +266.7% | Q3 2024 |
| HSY | $2.79M | 1.95% | 0.01% | Not reported | Q3 2022 |
| CEG | $1.95M | 1.37% | 0.00% | +250.0% | Q4 2025 |
| FICO | $1.71M | 1.20% | 0.01% | Not reported | Q4 2021 |
 CSCO | $1.55M | 1.09% | 0.00% | New | Q1 2026 |
 CLH | $1.43M | 1.00% | 0.01% | Not reported | Q2 2023 |
| LNG | $1.14M | 0.79% | 0.00% | Not reported | Q1 2022 |
| CAH | $951K | 0.67% | 0.00% | Not reported | Q4 2022 |
| PH | $895K | 0.63% | 0.00% | New | Q1 2026 |
| MSI | $868K | 0.61% | 0.00% | Not reported | Q2 2023 |
 SMH | $767K | 0.54% | Not reported | New | Q1 2026 |
| APH | $758K | 0.53% | 0.00% | New | Q1 2026 |
 HWM | $691K | 0.48% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| MA | $23.9M | 15.95% | 0.00% | Not reported | Q4 2021 |
| AAPL | $19.3M | 12.85% | 0.00% | Not reported | Q4 2021 |
| CDNS | $14.5M | 9.65% | 0.02% | Not reported | Q4 2021 |
| MSFT | $12.3M | 8.17% | 0.00% | Not reported | Q4 2021 |
| PWR | $11.4M | 7.60% | 0.02% | Not reported | Q4 2022 |
| V | $9.36M | 6.24% | 0.00% | Not reported | Q4 2021 |
| WHG | $8.1M | 5.40% | 5.28% | Not reported | Q2 2025 |
| MCK | $7.87M | 5.25% | 0.01% | +6.7% | Q4 2022 |
| SNPS | $7.05M | 4.70% | 0.01% | +66.7% | Q3 2023 |
| CTAS | $5.27M | 3.51% | 0.01% | Not reported | Q4 2021 |
| QXO | $4.95M | 3.30% | 0.04% | Not reported | Q4 2024 |
| SPGI | $3.88M | 2.59% | 0.00% | Not reported | Q4 2021 |
| GEV | $3.27M | 2.18% | 0.00% | Not reported | Q4 2024 |
| FICO | $2.7M | 1.80% | 0.01% | Not reported | Q4 2021 |
| HSY | $2.44M | 1.63% | 0.01% | Not reported | Q3 2022 |
 FISV | $2.42M | 1.61% | 0.01% | +500.0% | Q4 2021 |
 TYL | $2.33M | 1.55% | 0.01% | Not reported | Q4 2021 |
 VRSK | $2.05M | 1.36% | 0.01% | Not reported | Q4 2021 |
 ADBE | $1.47M | 0.98% | 0.00% | -48.8% | Q4 2021 |
 POOL | $1.32M | 0.88% | 0.02% | Not reported | Q4 2021 |
| CLH | $1.17M | 0.78% | 0.01% | Not reported | Q2 2023 |
| GE | $924K | 0.62% | 0.00% | Not reported | Q3 2024 |
| MSI | $767K | 0.51% | 0.00% | Not reported | Q2 2023 |
| CEG | $707K | 0.47% | 0.00% | New | Q4 2025 |
| HWM | $615K | 0.41% | 0.00% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| MA | $23.8M | 16.20% | 0.00% | Not reported | Q4 2021 |
| AAPL | $18.1M | 12.27% | 0.00% | Not reported | Q4 2021 |
| CDNS | $16.3M | 11.05% | 0.02% | Not reported | Q4 2021 |
| MSFT | $13.1M | 8.92% | 0.00% | Not reported | Q4 2021 |
| PWR | $11.2M | 7.60% | 0.02% | Not reported | Q4 2022 |
| V | $9.11M | 6.19% | 0.00% | Not reported | Q4 2021 |
| WHG | $7.76M | 5.27% | 5.28% | +9.4% | Q2 2025 |
| MCK | $6.95M | 4.73% | 0.01% | Not reported | Q4 2022 |
| CTAS | $5.75M | 3.91% | 0.01% | Not reported | Q4 2021 |
| QXO | $4.89M | 3.32% | 0.04% | Not reported | Q4 2024 |
| SNPS | $4.44M | 3.02% | 0.00% | Not reported | Q3 2023 |
| SPGI | $3.61M | 2.46% | 0.00% | Not reported | Q4 2021 |
| GEV | $3.07M | 2.09% | 0.00% | Not reported | Q4 2024 |
| ADBE | $2.89M | 1.97% | 0.00% | Not reported | Q4 2021 |
| TYL | $2.68M | 1.82% | 0.01% | Not reported | Q4 2021 |
| HSY | $2.51M | 1.70% | 0.01% | Not reported | Q3 2022 |
| FICO | $2.39M | 1.63% | 0.01% | Not reported | Q4 2021 |
| VRSK | $2.3M | 1.56% | 0.01% | Not reported | Q4 2021 |
| POOL | $1.79M | 1.22% | 0.02% | Not reported | Q4 2021 |
 NVO | $1.66M | 1.13% | Not reported | Not reported | Q2 2023 |
| CLH | $1.16M | 0.79% | 0.01% | Not reported | Q2 2023 |
| MSI | $915K | 0.62% | 0.00% | Not reported | Q2 2023 |
| FISV | $774K | 0.53% | 0.00% | Not reported | Q4 2021 |