Settian Capital LP

NEW YORK, NY · CIK 1911113 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2026 · limited partnership

Assets managed$156.5m
Staff3 · 1 in investment roles
Main clients (by assets)Private funds 47%
Private funds1 (1 hedge) · $73.3m gross assets
Main officeSaint Augustine, FL
Form ADV · 2026-04-22SEC adviser record

$155.7m reported value +9.0% vs Q1 2026

23positions

81.9%in top 10

1 new 0 added 0 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	MASTERCARD INCORPORATED CL A MA	MA	41,900	$21.5m13.83%	13.83%	Unchanged
2	APPLE INC COM AAPL	AAPL	70,900	$20.5m13.18%	13.18%	Unchanged
3	QUANTA SVCS INC COM PWR	PWR	27,000	$19.4m12.49%	12.49%	Unchanged
4	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	46,300	$17.4m11.16%	11.16%	Unchanged
5	MICROSOFT CORP COM MSFT	MSFT	25,350	$9.5m6.08%	6.08%	Unchanged
6	VISA INC COM CL A V	V	26,700	$9.2m5.89%	5.89%	Unchanged
7	WESTWOOD HLDGS GROUP INC COM WHG	WHG	470,515	$9.0m5.79%	5.79%	Unchanged
8	MCKESSON CORP COM MCK	MCK	9,600	$7.3m4.66%	4.66%	Unchanged
9	GE VERNOVA INC COM GEV	GEV	6,000	$7.0m4.53%	4.53%	Unchanged
10	SYNOPSYS INC COM SNPS	SNPS	15,000	$6.7m4.30%	4.30%	Unchanged
11	CINTAS CORP COM CTAS	CTAS	28,000	$4.8m3.06%	3.06%	Unchanged
12	QXO INC COM NEW QXO	QXO	256,578	$4.4m2.85%	2.85%	Unchanged
13	GE AEROSPACE COM NEW GE	GE	11,000	$4.1m2.64%	2.64%	Unchanged
14	S&P GLOBAL INC COM SPGI	SPGI	7,422	$3.0m1.94%	1.94%	Unchanged
15	HERSHEY CO COM HSY	HSY	13,400	$2.4m1.51%	1.51%	Unchanged
16	FAIR ISAAC CORP COM FICO	FICO	1,600	$1.9m1.23%	1.23%	Unchanged
17	CONSTELLATION ENERGY CORP COM CEG	CEG	7,000	$1.7m1.12%	1.12%	Unchanged
18	CARDINAL HEALTH INC COM CAH	CAH	4,500	$1.1m0.69%	0.69%	Unchanged
19	AMPHENOL CORP CL A APH	APH	6,000	$1.1m0.68%	0.68%	Unchanged
20	PARKER-HANNIFIN CORP COM PH	PH	1,000	$978.1k0.63%	0.63%	Unchanged
21	CHENIERE ENERGY INC COM NEW LNG	LNG	4,000	$956.0k0.61%	0.61%	Unchanged
22	TRACTOR SUPPLY CO COM TSCO	TSCO	30,000	$948.3k0.61%	0.61%	New
23	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,000	$830.6k0.53%	0.53%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CISCO SYS INC CSCO	CSCO	20,000	$1.6m20.0k shares
CLEAN HARBORS INC CLH	CLH	5,000	$1.4m5.0k shares
VANECK ETF TRUST SMH	SMH	2,000	$766.8k2.0k shares
HOWMET AEROSPACE INC HWM	HWM	3,000	$691.4k3.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
WESTWOOD HLDGS GROUP INC WHG · 13D · filed 2025-08-04	WHG	5.0%≈ $9.0m	new	13D	2025-08-04