Settian Capital LP 13F Holdings
CIK 0001911113 · New York, NY
As of Sep 30, 2025, Settian Capital LP reported 23 positions worth
CIK 0001911113 · New York, NY
As of Sep 30, 2025, Settian Capital LP reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MASTERCARD INC | MA | Financial Services | 41,900 | $23.8M | 16.20% |
| APPLE INC | AAPL | Technology | 70,900 | 8.1M | 12.27% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 46,300 | 6.3M | 11.05% |
| MICROSOFT CORP | MSFT | Technology | 25,350 | 3.1M | 8.92% |
| QUANTA SERVICES INC | PWR | Industrials | 27,000 | 1.2M | 7.60% |
| VISA INC-CLASS A SHARES | V | Financial Services | 26,700 | $9.1M | 6.19% |
| WESTWOOD HLDGS GROUP INC | WHG | Financial Services | 470,515 | $7.8M | 5.27% |
| MCKESSON CORP | MCK | Healthcare | 9,000 | $7.0M | 4.73% |
| CINTAS CORP | CTAS | Industrials | 28,000 | $5.7M | 3.91% |
| QXO INC | QXO | Technology | 256,578 | $4.9M | 3.32% |
| SYNOPSYS INC | SNPS | Technology | 9,000 | $4.4M | 3.02% |
| S&P GLOBAL INC | SPGI | Financial Services | 7,422 | $3.6M | 2.46% |
| GE VERNOVA INC | GEV | Utilities | 5,000 | $3.1M | 2.09% |
| ADOBE INC | ADBE | Technology | 8,200 | $2.9M | 1.97% |
| TYLER TECHNOLOGIES INC | TYL | Technology | 5,125 | $2.7M | 1.82% |
| HERSHEY CO | HSY | Consumer Defensive | 13,400 | $2.5M | 1.70% |
| FAIR ISAAC CORP | FICO | Technology | 1,600 | $2.4M | 1.63% |
| VERISK ANALYTICS INC | VRSK | Industrials | 9,150 | $2.3M | 1.56% |
| POOL CORP | POOL | Industrials | 5,775 | .8M | 1.22% |
| NOVO NORDISK A S | NVO | Healthcare | 30,000 | .7M | 1.13% |
| CLEAN HARBORS INC | CLH | Industrials | 5,000 | .2M | 0.79% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 2,000 | $914.6K | 0.62% |
| FISERV INC | FISV | Technology | 6,000 | $773.6K | 0.53% |