Semanteon Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IAMGOLD CORP(IAG) | 0 | 11,299 | +11,299 | 0 | 212,647 | 2.85% | +212,647 |
| PAN AMERN SILVER CORP(PAAS) | 0 | 3,878 | +3,878 | 0 | 211,855 | 2.84% | +211,855 |
| TWIST BIOSCIENCE CORP(TWST) | 0 | 4,400 | +4,400 | 0 | 209,088 | 2.81% | +209,088 |
| HAWKINS INC(HWKN) | 0 | 1,348 | +1,348 | 0 | 207,053 | 2.78% | +207,053 |
| SUNRUN INC(RUN) | 0 | 15,176 | +15,176 | 0 | 205,787 | 2.76% | +205,787 |
| ONTO INNOVATION INC(ONTO) | 0 | 1,001 | +1,001 | 0 | 205,275 | 2.76% | +205,275 |
| NEWS CORP NEW(NWS) | 0 | 7,191 | +7,191 | 0 | 205,015 | 2.75% | +205,015 |
| DARLING INGREDIENTS INC(DAR) | 0 | 3,312 | +3,312 | 0 | 204,847 | 2.75% | +204,847 |
| INTERCORP FINL SVCS INC | 0 | 4,076 | +4,076 | 0 | 204,615 | 2.75% | +204,615 |
| TERADYNE INC(TER) | 0 | 688 | +688 | 0 | 203,964 | 2.74% | +203,964 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 5,562 | +5,562 | 0 | 202,012 | 2.71% | +202,012 |
| MASTEC INC(MTZ) | 0 | 626 | +626 | 0 | 201,409 | 2.70% | +201,409 |
| CENTERRA GOLD INC(CGAU) | 0 | 11,320 | +11,320 | 0 | 201,383 | 2.70% | +201,383 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 711 | +711 | 0 | 200,765 | 2.69% | +200,765 |
| ALPHABET INC(GOOG) | 0 | 699 | +699 | 0 | 200,515 | 2.69% | +200,515 |
| DUOLINGO INC(DUOL) | 0 | 2,034 | +2,034 | 0 | 200,491 | 2.69% | +200,491 |
| KYNDRYL HLDGS INC(KD) | 0 | 15,281 | +15,281 | 0 | 200,487 | 2.69% | +200,487 |
| TECK RESOURCES LTD(TECK) | 0 | 3,869 | +3,869 | 0 | 200,221 | 2.69% | +200,221 |
| TSAKOS ENERGY NAVIGATION LTD(TEN) | 0 | 5,070 | +5,070 | 0 | 200,062 | 2.69% | +200,062 |
| TRANSOCEAN LTD(RIG) | 0 | 30,161 | +30,161 | 0 | 199,967 | 2.68% | +199,967 |
| V F CORP(VFC) | 0 | 11,690 | +11,690 | 0 | 198,613 | 2.67% | +198,613 |
| KEARNY FINL CORP MD | 0 | 25,799 | +25,799 | 0 | 194,782 | 2.61% | +194,782 |
| NORTHFIELD BANCORP INC DEL | 0 | 14,309 | +14,309 | 0 | 193,744 | 2.60% | +193,744 |
| DHT HOLDINGS INC(DHT) | 0 | 10,499 | +10,499 | 0 | 191,817 | 2.57% | +191,817 |
| FIGS INC(FIGS) | 0 | 12,936 | +12,936 | 0 | 191,065 | 2.56% | +191,065 |
| SONOS INC(SONO) | 0 | 13,520 | +13,520 | 0 | 181,168 | 2.43% | +181,168 |
| ARCHER AVIATION INC(ACHR) | 0 | 34,981 | +34,981 | 0 | 180,852 | 2.43% | +180,852 |
| FLUSHING FINL CORP | 0 | 11,619 | +11,619 | 0 | 178,468 | 2.40% | +178,468 |
| LSB INDS INC(LXU) | 0 | 11,973 | +11,973 | 0 | 178,398 | 2.39% | +178,398 |
| SEANERGY MARITIME HLDGS CORP | 0 | 13,337 | +13,337 | 0 | 172,181 | 2.31% | +172,181 |
| PRIMIS FINANCIAL CORP | 0 | 12,877 | +12,877 | 0 | 171,007 | 2.30% | +171,007 |
| EL POLLO LOCO HLDGS INC | 0 | 12,253 | +12,253 | 0 | 169,827 | 2.28% | +169,827 |
| OOMA INC | 0 | 10,372 | +10,372 | 0 | 150,913 | 2.03% | +150,913 |
| NORDIC AMERICAN TANKERS LIMI | 0 | 25,552 | +25,552 | 0 | 149,735 | 2.01% | +149,735 |
| TASEKO MINES LTD(TGB) | 0 | 22,176 | +22,176 | 0 | 143,035 | 1.92% | +143,035 |
| CRESCENT ENERGY COMPANY(CRGY) | 0 | 10,256 | +10,256 | 0 | 138,456 | 1.86% | +138,456 |
| TREDEGAR CORP | 0 | 16,357 | +16,357 | 0 | 130,038 | 1.75% | +130,038 |
| CAMPING WORLD HLDGS INC | 0 | 18,018 | +18,018 | 0 | 123,063 | 1.65% | +123,063 |
| RXSIGHT INC | 0 | 19,461 | +19,461 | 0 | 119,880 | 1.61% | +119,880 |
| ACV AUCTIONS INC(ACVA) | 0 | 16,261 | +16,261 | 0 | 68,947 | 0.93% | +68,947 |
| PANGAEA LOGISTICS SOLUTION L | 14,440 | 10,234 | -4,206 | 99,347 | 72,457 | 0.97% | -26,890 |
| SWEETGREEN INC(SG) | 15,027 | 14,351 | -676 | 101,583 | 74,482 | 1.00% | -27,101 |
| POWERFLEET INC | 11,114 | 0 | -11,114 | 59,126 | 0 | — | -59,126 |
| AMCOR PLC(AMCR) | 10,604 | 0 | -10,604 | 88,437 | 0 | — | -88,437 |
| PAYONEER GLOBAL INC(PAYO) | 17,475 | 0 | -17,475 | 98,210 | 0 | — | -98,210 |
| MIMEDX GROUP INC | 14,581 | 0 | -14,581 | 98,713 | 0 | — | -98,713 |
| WESTERN UN CO(WU) | 10,736 | 0 | -10,736 | 99,952 | 0 | — | -99,952 |
| WENDYS CO(WEN) | 12,112 | 0 | -12,112 | 100,893 | 0 | — | -100,893 |