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The Analysis of Settian Capital LP's Holdings & P&L

Currently, Settian Capital LP holds 23 types of securities in its portfolio with a total value $155.7M. In the most recent quarter, they have increased their positions in TSCO (+30.0K shares, valued at $948.3K); initiated new positions in TSCO (+30.0K shares, valued at $948.3K).

1M P&L

+4.1M+3.96%

3M P&L

+4.3M+4.19%

HY P&L

+5.7M+5.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application23.7M

23.1%

2Consumer Electronics20.5M

20.0%

3Software - Infrastructure16.1M

15.8%

Top Industries by Stock Count

1Software - Application3 stocks

15.8%

2Medical Distribution2 stocks

10.5%

3Utilities - Renewable2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MASTERCARD INCORPORATED MASTERCARD INCORPORATED41.9K shares0.00%2026-06-302026-08-05

AAPL APPLE INC70.9K shares0.00%2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC27.0K shares0.00%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC46.3K shares0.00%2026-06-302026-08-05

MSFT MICROSOFT CORP25.4K shares0.00%2026-06-302026-08-05

VISA INC VISA INC26.7K shares0.00%2026-06-302026-08-05

WHG WESTWOOD HLDGS GROUP INC470.5K shares0.00%2026-06-302026-08-05

MCK MCKESSON CORP9.6K shares0.00%2026-06-302026-08-05

Sponsored

GEV GE VERNOVA INC6.0K shares0.00%2026-06-302026-08-05

SNPS SYNOPSYS INC15.0K shares0.00%2026-06-302026-08-05

CTAS CINTAS CORP28.0K shares0.00%2026-06-302026-08-05

QXO QXO INC256.6K shares0.00%2026-06-302026-08-05

GE GE AEROSPACE11.0K shares0.00%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC7.4K shares0.00%2026-06-302026-08-05

HSY HERSHEY CO13.4K shares0.00%2026-06-302026-08-05

FICO FAIR ISAAC CORP1.6K shares0.00%2026-06-302026-08-05

Sponsored

CEG CONSTELLATION ENERGY CORP7.0K shares0.00%2026-06-302026-08-05

CAH CARDINAL HEALTH INC4.5K shares0.00%2026-06-302026-08-05

APH AMPHENOL CORP6.0K shares0.00%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP1.0K shares0.00%2026-06-302026-08-05

LNG CHENIERE ENERGY INC4.0K shares0.00%2026-06-302026-08-05

TSCO TRACTOR SUPPLY CO30.0K sharesnew addition2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC2.0K shares0.00%2026-06-302026-08-05

MASTERCARD INCORPORATED

0.00%

Shares41.9K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

0.00%

Shares70.9K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

0.00%

Shares27.0K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares46.3K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

0.00%

Shares25.4K

Event2026-06-30

Filed2026-08-05

VISA INC

0.00%

Shares26.7K

Event2026-06-30

Filed2026-08-05

WHG

WESTWOOD HLDGS GROUP INC

0.00%

Shares470.5K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

0.00%

Shares28.0K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC

0.00%

Shares256.6K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-05

HSY

HERSHEY CO

0.00%

Shares13.4K

Event2026-06-30

Filed2026-08-05

FICO

FAIR ISAAC CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

TSCO

TRACTOR SUPPLY CO

New

Shares30.0K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Settian Capital LP Institutional Holdings, Portfolio & P&L — TradeFomo