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 |
|---|---|---|---|---|
| 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% |
Holdings in KEYS
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,650,300 | 190,000 | Shares | Sole | 2026-05-15 | |
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