Settian Capital LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Settian Capital LP held in its portfolio 25 assets valued at $149,977,175 (i.e. $149.98M).

The most valuable assets in the portfolio included: MASTERCARD INCORPORATED ($23.92M), APPLE INC ($19.27M), and CADENCE DESIGN SYSTEM INC ($14.47M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Settian Capital LP Portfolio

MASTERCARD INCORPORATED

APPLE INC

CADENCE DESIGN SYSTEM INC

MICROSOFT CORP

QUANTA SVCS INC

VISA INC

WESTWOOD HLDGS GROUP INC

MCKESSON CORP

SYNOPSYS INC

CINTAS CORP

Settian Capital LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MASTERCARD INCORPORATED	41900	23919872	CL A
APPLE INC	70900	19274874	COM
CADENCE DESIGN SYSTEM INC	46300	14472454	COM
MICROSOFT CORP	25350	12259767	COM
QUANTA SVCS INC	27000	11395620	COM
VISA INC	26700	9363957	COM CL A
WESTWOOD HLDGS GROUP INC	470515	8097563	COM
MCKESSON CORP	9600	7874784	COM
SYNOPSYS INC	15000	7045800	COM
CINTAS CORP	28000	5265960	COM
QXO INC	256578	4949390	COM NEW
S&P GLOBAL INC	7422	3878663	COM
GE VERNOVA INC	5000	3267850	COM
FAIR ISAAC CORP	1600	2704992	COM
HERSHEY CO	13400	2438532	COM
FISERV INC	36000	2418120	COM
TYLER TECHNOLOGIES INC	5125	2326494	COM
VERISK ANALYTICS INC	9150	2046764	COM
ADOBE INC	4200	1469958	COM
POOL CORP	5775	1321031	COM
CLEAN HARBORS INC	5000	1172400	COM
GE AEROSPACE	3000	924090	COM NEW
MOTOROLA SOLUTIONS INC	2000	766640	COM NEW
CONSTELLATION ENERGY CORP	2000	706540	COM
HOWMET AEROSPACE INC	3000	615060	COM