Cartenna Capital, LP
Top Portfolio Positions
39 positions ·
$2,203,882,450 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PH |
Parker-Hannifin Corp
Industrials
|
142,500 | $127,571,700 | 5.79% | |
| AME |
Ametek Inc/
Industrials
|
535,000 | $114,682,600 | 5.20% | |
| TT |
Trane Technologies plc
Industrials
|
270,000 | $112,519,800 | 5.11% | |
| GE |
General Electric Co
Industrials
|
365,000 | $103,576,050 | 4.70% | |
| ASML |
Asml Holding NV
Technology
|
72,500 | $95,760,175 | 4.35% | |
| ADI |
Analog Devices Inc
Technology
|
290,000 | $92,260,600 | 4.19% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
162,500 | $84,940,375 | 3.85% | |
| GVA |
Granite Construction Inc
Industrials
|
680,000 | $81,518,400 | 3.70% | |
| LRCX |
Lam Research Corp
Technology
|
365,000 | $77,985,900 | 3.54% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
850,000 | $72,445,500 | 3.29% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ENPH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,248,000 | 800,000 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $12,098,000 | 100,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,303,500 | 25,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||