Cartenna Capital
$2.7B 13F equity value
63 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cartenna Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MMM | 3M CO | 1,150,000 | $186M | 6.9% |
| AME | AMETEK INC | 650,000 | $157M | 5.8% |
| ADI | ANALOG DEVICES INC | 385,000 | $153M | 5.7% |
| LRCX | LAM RESEARCH CORP | 345,000 | $149M | 5.5% |
| AMAT | APPLIED MATLS INC | 190,000 | $137M | 5.1% |
| HWM | HOWMET AEROSPACE INC | 450,000 | $121M | 4.5% |
| MSI | MOTOROLA SOLUTIONS INC | 290,000 | $120M | 4.5% |
| AMZN | AMAZON COM INC | 490,000 | $117M | 4.3% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 325,000 | $114M | 4.2% |
| APH | AMPHENOL CORP | 615,000 | $108M | 4.0% |
Track Cartenna Capital's 13F portfolio: $2.7B in reported holdings, 63 positions. Top holdings and quarterly changes on SentiSense.
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