The Analysis of Settian Capital LP's Holdings

Currently, Settian Capital LP holds 25 types of securities in its portfolio with a total value $150.0M. In the most recent quarter, they have increased their positions in SNPS (+6.0K shares, valued at $2.8M), FI (+30.0K shares, valued at $2.0M), N/A (+3.0K shares, valued at $924.1K); decreased their positions in ADBE (-4.0K shares, valued at $1.4M); initiated new positions in N/A (+3.0K shares, valued at $924.1K), CEG (+2.0K shares, valued at $706.5K), HWM (+3.0K shares, valued at $615.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MA MASTERCARD INCORPORATED41.9K shares0.00%2025-12-312026-02-04

AAPL APPLE INC70.9K shares0.00%2025-12-312026-02-04

CDNS CADENCE DESIGN SYSTEM INC46.3K shares0.00%2025-12-312026-02-04

MSFT MICROSOFT CORP25.4K shares0.00%2025-12-312026-02-04

PWR QUANTA SVCS INC27.0K shares0.00%2025-12-312026-02-04

V VISA INC26.7K shares0.00%2025-12-312026-02-04

WHG WESTWOOD HLDGS GROUP INC470.5K shares0.00%2025-12-312026-02-04

MCK MCKESSON CORP9.6K shares6.67%2025-12-312026-02-04

Sponsored

TYL TYLER TECHNOLOGIES INC5.1K shares0.00%2025-12-312026-02-04

VRSK VERISK ANALYTICS INC9.2K shares0.00%2025-12-312026-02-04

ADBE ADOBE INC4.2K shares-48.78%2025-12-312026-02-04

POOL POOL CORP5.8K shares0.00%2025-12-312026-02-04

CLH CLEAN HARBORS INC5.0K shares0.00%2025-12-312026-02-04

GE AEROSPACE GE AEROSPACE3.0K sharesnew addition2025-12-312026-02-04

MSI MOTOROLA SOLUTIONS INC2.0K shares0.00%2025-12-312026-02-04

CEG CONSTELLATION ENERGY CORP2.0K sharesnew addition2025-12-312026-02-04