Cartenna Capital, LP: 13F holdings
CIK 18089282026Q2
| Positions | 49 |
|---|
| Reported value | $4.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 49 (+2 vs prior quarter) |
|---|
| Reported value | $4.2bn (+53.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MMM 3M CO | 1,150,000 | $186.2m | 4.4% |
| AME AMETEK INC | 650,000 | $157.3m | 3.7% |
| ADI ANALOG DEVICES INC | 385,000 | $152.9m | 3.6% |
| LRCX LAM RESEARCH CORP | 345,000 | $149.5m | 3.6% |
| AMAT APPLIED MATLS INC | 190,000 | $137.4m | 3.3% |
| HWM HOWMET AEROSPACE INC | 450,000 | $121.0m | 2.9% |
| MSI MOTOROLA SOLUTIONS INC | 290,000 | $120.4m | 2.9% |
| AMZN AMAZON COM INC | 490,000 | $116.8m | 2.8% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 325,000 | $113.8m | 2.7% |
| APH AMPHENOL CORP | 615,000 | $108.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1808928")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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