Cartenna Capital, LP
CIK 1808928
13F filing for Q2 2026・No. 1,032
- Holdings
- US$4.2B
- Quarter change
- +US$1.46B
- Entries
- 49
- Net bought (estimate)
- +US$180.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 28
- Cut 3
- Added 10
- Corporate actions 0
- Unchanged 0
Largest holdings
35 stocks worth US$2.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MMM3M COCOM | New | 1,150,000 | US$186.2M | 6.89% |
| AMEAMETEK INCCOM | Added | 650,000 | US$157.26M | 5.82% |
| ADIANALOG DEVICES INCCOM | Added | 385,000 | US$152.91M | 5.66% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 345,000 | US$149.5M | 5.53% |
| AMATAPPLIED MATLS INCCOM | New | 190,000 | US$137.37M | 5.08% |
| HWMHOWMET AEROSPACE INCCOM | New | 450,000 | US$120.99M | 4.48% |
| MSIMOTOROLA SOLUTIONS INCCOM NEW | Added | 290,000 | US$120.43M | 4.46% |
| AMZNAmazonCOM | Added | 490,000 | US$116.79M | 4.32% |
| KEYSKEYSIGHT TECHNOLOGIES INCCOM | Added | 325,000 | US$113.77M | 4.21% |
| APHAMPHENOL CORPCL A | Added | 615,000 | US$108.44M | 4.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.