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Settian Capital LP

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13F filer, CIK 1911113, NEW YORK, NY

Settian Capital LP reported $142,809,835 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 77.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-055339

Period
2026-03-31
Reported value
$143M
Holdings
26
Top 10 weight
77.95%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GEadded+8,000$2.27M
CSCOnew+20,000$1.55M
CEGadded+5,000$1.4M
LNGnew+4,000$1.14M
CAHnew+4,500$951K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FISVexited-36,000-$2.42M
TYLexited-5,125-$2.33M
VRSKexited-9,150-$2.05M
ADBEexited-4,200-$1.47M
POOLexited-5,775-$1.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-055339, largest first. % of portfolio is the value over $142,809,835, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,900 shares; 2024Q4: 41,900 shares; 2025Q1: 41,900 shares; 2025Q2: 41,900 shares; 2025Q3: 41,900 shares; 2025Q4: 41,900 shares; 2026Q1: 41,900 shares 41,900$20.9M14.66%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,900 shares; 2024Q4: 70,900 shares; 2025Q1: 70,900 shares; 2025Q2: 70,900 shares; 2025Q3: 70,900 shares; 2025Q4: 70,900 shares; 2026Q1: 70,900 shares 70,900$18M12.6%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares 27,000$14.8M10.38%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,300 shares; 2024Q4: 46,300 shares; 2025Q1: 46,300 shares; 2025Q2: 46,300 shares; 2025Q3: 46,300 shares; 2025Q4: 46,300 shares; 2026Q1: 46,300 shares 46,300$12.9M9.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,350 shares; 2024Q4: 25,350 shares; 2025Q1: 25,350 shares; 2025Q2: 25,350 shares; 2025Q3: 25,350 shares; 2025Q4: 25,350 shares; 2026Q1: 25,350 shares 25,350$9.38M6.57%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600$8.31M5.82%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 26,700 shares; 2025Q1: 26,700 shares; 2025Q2: 26,700 shares; 2025Q3: 26,700 shares; 2025Q4: 26,700 shares; 2026Q1: 26,700 shares 26,700$8.07M5.65%0Timeline
WHGWESTWOOD HLDGS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430,008 shares; 2025Q3: 470,515 shares; 2025Q4: 470,515 shares; 2026Q1: 470,515 shares 470,515$7.75M5.43%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000$5.95M4.16%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 6,000 shares 6,000$5.24M3.67%+1,000Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,000 shares; 2025Q1: 256,578 shares; 2025Q2: 256,578 shares; 2025Q3: 256,578 shares; 2025Q4: 256,578 shares; 2026Q1: 256,578 shares 256,578$4.98M3.49%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000$4.74M3.32%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares 7,422$3.16M2.21%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 11,000 shares 11,000$3.12M2.19%+8,000Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400$2.79M1.95%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 7,000 shares 7,000$1.95M1.37%+5,000Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,100 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$1.71M1.2%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$1.55M1.09%newTimeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$1.43M1%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$1.14M0.79%newTimeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500$951K0.67%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$895K0.63%newTimeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$868K0.61%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$767K0.54%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000$758K0.53%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 14,000 shares; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$691K0.48%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FISVFISERV INC36,000$2.42Mshares
TYLTYLER TECHNOLOGIES INC5,125$2.33Mshares
VRSKVERISK ANALYTICS INC9,150$2.05Mshares
ADBEADOBE INC4,200$1.47Mshares
POOLPOOL CORP5,775$1.32Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-055339 base2026-05-05acceptance time not in the bulk data set