account_balance
Investment manager · 13F filer · SEC CIK 1808928
Cartenna Capital, LP
Reported value$2.7Bas of Jun 30, 2026
Positions35 22 new, 28 sold out
Top 10 weight50.5%MMM alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MMM3M Co
6.9%New
AMEAmetek Inc
5.8%Added +21%
ADIAnalog Devices Inc
5.7%Added +33%
LRCXLam Research Corp
5.5%Trimmed −5%
AMATApplied Materials Inc
5.1%New
HWMHowmet Aerospace Inc.
4.5%New
MSIMotorola Solutions, Inc.
4.5%Added +152%
AMZNAmazon.com Inc
4.3%Added +63%
KEYSKeysight Technologies, Inc.
4.2%Added +71%
APHAmphenol Corp
4.0%Added +162%
SGISomnigroup International Inc.
3.9%Added +1700%
JBHTJ.B. Hunt Transport Services Inc
3.6%
MMM3M Co
6.9%New
AMEAmetek Inc
5.8%
ADIAnalog Devices Inc
5.7%
LRCXLam Research Corp
5.5%−5%
AMATApplied Materials Inc
5.1%New
HWMHowmet Aerospace Inc.
4.5%New
MSIMotorola Solutions, Inc.
4.5%
AMZNAmazon.com Inc
4.3%
KEYSKeysight Technologies, Inc.
4.2%
APHAmphenol Corp
4.0%
SGISomnigroup International Inc.
3.9%
JBHTJ.B. Hunt Transport Services Inc
3.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MMM 3M Co 6.9% NewAME Ametek Inc 5.8% Added +21%ADI Analog Devices Inc 5.7% Added +33%LRCX Lam Research Corp 5.5% Trimmed −5%AMAT Applied Materials Inc 5.1% NewHWM Howmet Aerospace Inc. 4.5% NewMSI Motorola Solutions, Inc. 4.5% Added +152%AMZN Amazon.com Inc 4.3% Added +63%KEYS Keysight Technologies, Inc. 4.2% Added +71%APH Amphenol Corp 4.0% Added +162%SGI Somnigroup International Inc. 3.9% Added +1700%JBHT J.B. Hunt Transport Services Inc 3.6% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.