Settian Capital LP
CIK 0001911113 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$155.7M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MA
MASTERCARD INCORPORATED
13.8%
AAPL
APPLE INC
13.2%
PWR
QUANTA SVCS INC
12.5%
CDNS
CADENCE DESIGN SYSTEM INC
11.2%
MSFT
MICROSOFT CORP
6.1%
V
VISA INC
5.9%
WHG
WESTWOOD HLDGS GROUP INC
5.8%
MCK
MCKESSON CORP
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.