Fund HoldingsSemanteon Capital Management, LP

Total Portfolio Value
$22.15M
Total Bought
$19.06M
Total Sold
$4.57M
Net Transaction
+$14.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PLANET LABS PBC(PL)08,239+8,23902731.23%+273
AMPHENOL CORP NEW01,500+1,50002641.19%+264
ADVANCED MICRO DEVICES INC(AMD)0452+45202631.19%+263
WATSCO INC(WSO)0619+61902581.16%+258
CARTER BANKSHARES INC(CARE)07,560+7,56002571.16%+257
SKYWEST INC(SKYW)02,566+2,56602551.15%+255
HEICO CORP NEW(HEI)0712+71202541.14%+254
NORTHRIM BANCORP INC(NRIM)09,127+9,12702531.14%+253
SYSCO CORP(SYY)03,024+3,02402531.14%+253
ACUITY BRANDS INC(AYI)0670+67002521.14%+252
FARMERS & MERCHANTS BANCORP(FMAO)08,252+8,25202521.14%+252
SMARTFINANCIAL INC(SMBK)05,356+5,35602511.13%+251
RPM INTL INC(RPM)02,258+2,25802511.13%+251
GUARDANT HEALTH INC(GH)01,672+1,67202511.13%+251
DOUGLAS DYNAMICS INC(PLOW)04,641+4,64102501.13%+250
CHIPOTLE MEXICAN GRILL INC(CMG)07,343+7,34302501.13%+250
AURORA INNOVATION INC036,567+36,56702491.13%+249
CHOICEONE FINL SVCS INC(COFS)07,331+7,33102491.13%+249
CHEMUNG FINL CORP(CHMG)03,339+3,33902491.12%+249
CARDINAL HEALTH INC(CAH)01,040+1,04002471.12%+247
HENRY JACK & ASSOC INC(JKHY)01,786+1,78602461.11%+246
XPEL INC(XPEL)04,936+4,93602451.11%+245
ACNB CORP04,121+4,12102451.10%+245
TOOTSIE ROLL INDS INC(TR)06,170+6,17002441.10%+244
THERMO FISHER SCIENTIFIC INC(TMO)0485+48502431.10%+243
DONALDSON INC(DCI)02,706+2,70602431.10%+243
CONCRETE PUMPING HLDGS INC(BBCP)020,157+20,15702431.10%+243
SOUTHERN FIRST BANCSHARES(SFST)03,883+3,88302371.07%+237
HEWLETT PACKARD ENTERPRISE C(HPE)05,253+5,25302371.07%+237
NATURAL GAS SVCS GROUP INC(NGS)05,468+5,46802361.06%+236
SENECA FOODS CORP NEW(SENEA)01,356+1,35602361.06%+236
CHURCHILL DOWNS INC(CHDN)02,628+2,62802361.06%+236
TG THERAPEUTICS INC(TGTX)04,275+4,27502351.06%+235
UNITY BANCORP INC(UNTY)03,992+3,99202341.06%+234
ASGN INC(EFOR)013,103+13,10302341.06%+234
DAKTRONICS INC(DAKT)011,955+11,95502341.06%+234
BANK OZK LITTLE ROCK ARK(OZK)04,480+4,48002331.05%+233
LIFESTANCE HEALTH GROUP INC(LFST)021,784+21,78402331.05%+233
BROADRIDGE FINL SOLUTIONS IN(BR)01,702+1,70202331.05%+233
FIRST FINL BANKSHARES INC(FFIN)06,729+6,72902331.05%+233
CONSTELLIUM SE(CSTM)07,299+7,29902331.05%+233
TEXAS INSTRS INC(TXN)0780+78002321.05%+232
STRIDE INC(LRN)02,695+2,69502321.05%+232
NUTRIEN LTD(NTR)03,687+3,68702321.05%+232
BERKSHIRE HATHAWAY INC DEL0462+46202311.04%+231
THE TRADE DESK INC(TTD)012,748+12,74802301.04%+230
NVENT ELECTRIC PLC(NVT)01,358+1,35802301.04%+230
CLOROX CO DEL(CLX)02,405+2,40502301.04%+230
INGLES MKTS INC(IMKTA)02,591+2,59102301.04%+230
BAR HBR BANKSHARES06,059+6,05902291.03%+229
VIEMED HEALTHCARE INC(VMD)019,871+19,87102271.02%+227
RESMED INC(RMD)01,161+1,16102261.02%+226
DORIAN LPG LTD(LPG)06,504+6,50402261.02%+226
DROPBOX INC(DBX)08,217+8,21702261.02%+226
LOWES COS INC(LOW)01,020+1,02002251.02%+225
CINTAS CORP(CTAS)01,320+1,32002251.01%+225
THOR INDS INC(THO)02,980+2,98002241.01%+224
CENOVUS ENERGY INC(CVE)09,011+9,01102241.01%+224
SEABOARD CORP DEL(SEB)050+5002231.01%+223
GEN DIGITAL INC(GEN)08,929+8,92902221.00%+222
SANDRIDGE ENERGY INC(SD)016,193+16,19302221.00%+222
SUNCOR ENERGY INC NEW(SU)04,092+4,09202200.99%+220
AAON INC01,699+1,69902160.97%+216
COPART INC(CPRT)07,613+7,61302150.97%+215
DESCARTES SYS GROUP INC(DSGX)03,098+3,09802150.97%+215
DILLARDS INC(DDS)0404+40402130.96%+213
INTUIT(INTU)0812+81202120.96%+212
STANDARD MTR PRODS INC(SMP)05,402+5,40202110.95%+211
NUCOR CORP(NUE)0936+93602080.94%+208
FRONTLINE PLC(FRO)05,975+5,97502080.94%+208
ARROW ELECTRS INC0970+97002070.93%+207
HUNTSMAN CORP(HUN)019,490+19,49002070.93%+207
ATN INTL INC(ATNI)07,691+7,69102040.92%+204
BELLRING BRANDS INC(BRBR)013,176+13,17601700.77%+170
HARMONIC INC(HLIT)010,192+10,19201660.75%+166
TRONOX HOLDINGS PLC(TROX)025,328+25,32801600.72%+160
PANGAEA LOGISTICS SOLUTION L
SHS
10,23433,187+22,953722160.97%+143
ACCEL ENTERTAINMENT INC(ACEL)010,955+10,95501380.62%+138
TABOOLA.COM LTD(TBLA)026,688+26,68801330.60%+133
MATIV HOLDINGS INC(MATV)016,460+16,46001250.56%+125
RANPAK HOLDINGS CORP(PACK)016,689+16,68901220.55%+122
PATTERSON-UTI ENERGY INC(PTEN)012,768+12,76801170.53%+117
OOMA INC(OOMA)10,37213,035+2,6631512511.13%+100
VERRA MOBILITY CORP(VRRM)022,057+22,0570940.42%+94
QUANTUMSCAPE CORP(QS)012,055+12,0550910.41%+91
EL POLLO LOCO HLDGS INC(LOCO)12,25315,319+3,0661702601.17%+90
KEARNY FINL CORP MD(KRNY)25,79927,505+1,7061952601.17%+65
SEANERGY MARITIME HLDGS CORP(SHIP)13,33716,330+2,9931722190.99%+47
MASTEC INC(MTZ)626593-332012471.11%+45
TECK RESOURCES LTD(TECK)3,8694,051+1822002411.09%+41
ALPHABET INC(GOOG)699678-212012401.08%+39
KEYSIGHT TECHNOLOGIES INC(KEYS)711673-382012361.06%+35
IAMGOLD CORP(IAG)11,29915,579+4,2802132471.11%+34
NEWS CORP NEW(NWS)7,1918,103+9122052271.03%+22
ARCHER AVIATION INC(ACHR)34,98141,696+6,7151811970.89%+16
CENTERRA GOLD INC(CGAU)11,32013,323+2,0032012110.95%+10
LSB INDS INC(LXU)11,97317,306+5,3331781870.84%+9
SUNRUN INC(RUN)15,17614,611-5652061950.88%-10
DHT HOLDINGS INC(DHT)10,49910,905+4061921800.81%-12
ACV AUCTIONS INC(ACVA)16,2610-16,261690-69
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Semanteon Capital Management, LP — 13F Holdings — Q2 2026 | TickerTrail