13F Insight
DOSSIER · 13F-HR · Q1 2026

Cartenna Capital, LP

$2.7B in tracked AUM across 47 positions as of Q1 2026.

CC
CIK 0001808928 · last filed Mar 31, 2026
Total AUM
$2.7B
as of Q1 2026
Holdings
47
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cartenna Capital, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PH
PARKER-HANNIFIN CORP
$128M143K4.7%02
464287955
ISHARES TR
$124M500K4.5%03
AME
AMETEK INC
$115M535K4.2%04
G8994E103
TRANE TECHNOLOGIES PLC
$113M270K4.1%05
GE
GE AEROSPACE
$104M365K3.8%06
N07059210
ASML HLDG NV
$96M73K3.5%07
ADI
ANALOG DEVICES INC
$92M290K3.4%08
67066G904
NVIDIA CORPORATION
$87M500K3.2%09
ULTA
ULTA BEAUTY INC
$85M163K3.1%10
GVA
GRANITE CONSTR INC
$82M680K3.0%

Filing history

2026Q1Mar 31
$2.7B▼ 8.8%
47 positionsView →2025Q4Dec 31
$3.0B▼ 14.9%
48 positionsView →2025Q3Sep 30
$3.5B▲ 24.8%
40 positionsView →2025Q2Jun 30
$2.8B▲ 72.0%
38 positionsLocked2025Q1Mar 31
$1.6B▼ 20.6%
37 positionsLocked2024Q4Dec 31
$2.1B▼ 19.0%
34 positionsLocked2024Q3Sep 30
$2.6B▼ 2.7%
46 positionsLocked2024Q2Jun 30
$2.6B▲ 43.5%
47 positionsLocked2024Q1Mar 31
$1.8B▲ 12.4%
36 positionsLocked2023Q4Dec 31
$1.6B▲ 66.1%
37 positionsLocked2023Q3Sep 30
$979M▼ 21.5%
29 positionsLocked2023Q2Jun 30
$1.2B▲ 51.9%
39 positionsLocked
Showing 12 of 22