StockDriftsStockDriftsTop 26 Settian Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 14.66% | 41.9K | $20.9M | +0.00%(+0) | $350.10(+40.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 12.6% | 70.9K | $18.0M | +0.00%(+0) | $157.13(+90.21%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 10.38% | 27.0K | $14.8M | +0.00%(+0) | $167.67(+361.45%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 9.01% | 46.3K | $12.9M | +0.00%(+0) | $265.15(+33.72%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.57% | 25.4K | $9.4M | +0.00%(+0) | $287.57(+40.91%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 5.82% | 9.6K | $8.3M | +0.00%(+0) | $433.64(+70.00%) | 2026-03-31 | |
| V | VISA INC | 5.65% | 26.7K | $8.1M | +0.00%(+0) | $217.40(+47.34%) | 2026-03-31 | |
| WHG | WESTWOOD HLDGS GROUP INC | 5.43% | 470.5K | $7.7M | +0.00%(+0) | $16.18(-0.20%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 4.16% | 15.0K | $5.9M | +0.00%(+0) | $494.49(+2.99%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.67% | 6.0K | $5.2M | +20.00%(+1.00K) | $370.50(+186.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.05% | +29.67% |
| Top 20 Holdings Unweighted | +4.63% | +14.54% |
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