Settian Capital LP — 13F holdings

Settian Capital LP reported 23 holdings worth $156M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. MA MASTERCARD INCORPORATED — $21.5M (13.8%)
2. AAPL APPLE INC — $20.5M (13.2%)
3. PWR QUANTA SVCS INC — $19.4M (12.5%)
4. CDNS CADENCE DESIGN SYSTEM INC — $17.4M (11.2%)
5. MSFT MICROSOFT CORP — $9.46M (6.1%)
6. V Visa Inc — $9.16M (5.9%)
7. WHG WESTWOOD HLDGS GROUP INC — $9.02M (5.8%)
8. MCK MCKESSON CORP — $7.25M (4.7%)
9. GEV GE VERNOVA INC — $7.05M (4.5%)
10. SNPS Synopsys Inc — $6.69M (4.3%)