Cartenna Capital
$2.3B Assets Reported
61 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | 142,500 | $128M | 5.6% |
| AME | AMETEK INC | 535,000 | $115M | 5.0% |
| TT | TRANE TECHNOLOGIES PLC | 270,000 | $113M | 4.9% |
| GE | GE AEROSPACE | 365,000 | $104M | 4.5% |
| ASML | ASML HLDG NV | 72,500 | $96M | 4.2% |
| ADI | ANALOG DEVICES INC | 290,000 | $92M | 4.0% |
| ULTA | ULTA BEAUTY INC | 162,500 | $85M | 3.7% |
| GVA | GRANITE CONSTR INC | 680,000 | $82M | 3.6% |
| LRCX | LAM RESEARCH CORP | 365,000 | $78M | 3.4% |
| CL | COLGATE PALMOLIVE CO | 850,000 | $72M | 3.2% |
Track Cartenna Capital's 13F portfolio: $2.3B in reported holdings, 61 positions. Top holdings, AUM, and quarterly changes on SentiSense.