Semanteon Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP | 0 | 7,025 | +7,025 | 0 | 594,104 | 0.75% | +594,104 |
| HELEN OF TROY LTD | 0 | 22,854 | +22,854 | 0 | 575,921 | 0.72% | +575,921 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 0 | 37,549 | +37,549 | 0 | 574,500 | 0.72% | +574,500 |
| V F CORP(VFC) | 0 | 39,714 | +39,714 | 0 | 573,073 | 0.72% | +573,073 |
| IMPINJ INC(PI) | 0 | 3,170 | +3,170 | 0 | 572,978 | 0.72% | +572,978 |
| PURE STORAGE INC(P) | 0 | 6,833 | +6,833 | 0 | 572,674 | 0.72% | +572,674 |
| OSI SYSTEMS INC(OSIS) | 0 | 2,295 | +2,295 | 0 | 572,006 | 0.72% | +572,006 |
| APA CORPORATION(APA) | 0 | 23,538 | +23,538 | 0 | 571,503 | 0.72% | +571,503 |
| WESTERN DIGITAL CORP(WDC) | 0 | 4,760 | +4,760 | 0 | 571,486 | 0.72% | +571,486 |
| HECLA MNG CO(HL) | 0 | 47,226 | +47,226 | 0 | 571,435 | 0.72% | +571,435 |
| CTS CORP(CTS) | 0 | 14,304 | +14,304 | 0 | 571,302 | 0.72% | +571,302 |
| NOV INC(NOV) | 0 | 43,113 | +43,113 | 0 | 571,247 | 0.72% | +571,247 |
| ROBERT HALF INC.(RHI) | 0 | 16,798 | +16,798 | 0 | 570,796 | 0.72% | +570,796 |
| TAPESTRY INC(TPR) | 0 | 5,039 | +5,039 | 0 | 570,516 | 0.72% | +570,516 |
| CALIX INC(CALX) | 0 | 9,296 | +9,296 | 0 | 570,496 | 0.72% | +570,496 |
| CELESTICA INC(CLS) | 0 | 2,315 | +2,315 | 0 | 570,370 | 0.72% | +570,370 |
| LUMENTUM HLDGS INC(LITE) | 0 | 3,504 | +3,504 | 0 | 570,136 | 0.72% | +570,136 |
| SYNOVUS FINL CORP | 0 | 11,616 | +11,616 | 0 | 570,113 | 0.72% | +570,113 |
| 1ST SOURCE CORP(SRCE) | 0 | 9,257 | +9,257 | 0 | 569,861 | 0.72% | +569,861 |
| HELIOS TECHNOLOGIES INC(HLIO) | 0 | 10,930 | +10,930 | 0 | 569,781 | 0.71% | +569,781 |
| AMERICAN AXLE & MFG HLDGS IN | 0 | 94,749 | +94,749 | 0 | 569,441 | 0.71% | +569,441 |
| WORLD KINECT CORPORATION(WKC) | 0 | 21,943 | +21,943 | 0 | 569,421 | 0.71% | +569,421 |
| MICRON TECHNOLOGY INC(MU) | 0 | 3,402 | +3,402 | 0 | 569,223 | 0.71% | +569,223 |
| PINNACLE FINL PARTNERS INC | 0 | 6,069 | +6,069 | 0 | 569,212 | 0.71% | +569,212 |
| CALIFORNIA RES CORP(CRC) | 0 | 10,701 | +10,701 | 0 | 569,079 | 0.71% | +569,079 |
| STOCK YDS BANCORP INC(SYBT) | 0 | 8,130 | +8,130 | 0 | 569,019 | 0.71% | +569,019 |
| AMPHENOL CORP NEW | 0 | 4,595 | +4,595 | 0 | 568,631 | 0.71% | +568,631 |
| GREAT LAKES DREDGE & DOCK CO | 0 | 47,420 | +47,420 | 0 | 568,566 | 0.71% | +568,566 |
| GUARDANT HEALTH INC(GH) | 0 | 9,097 | +9,097 | 0 | 568,381 | 0.71% | +568,381 |
| MONTROSE ENVIRONMENTAL GROUP | 0 | 20,694 | +20,694 | 0 | 568,257 | 0.71% | +568,257 |
| CIENA CORP(CIEN) | 0 | 3,900 | +3,900 | 0 | 568,113 | 0.71% | +568,113 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 3,114 | +3,114 | 0 | 568,056 | 0.71% | +568,056 |
| LAM RESEARCH CORP(LRCX) | 0 | 4,242 | +4,242 | 0 | 568,004 | 0.71% | +568,004 |
| MAGNOLIA OIL & GAS CORP(MGY) | 0 | 23,771 | +23,771 | 0 | 567,414 | 0.71% | +567,414 |
| IDEXX LABS INC(IDXX) | 0 | 888 | +888 | 0 | 567,334 | 0.71% | +567,334 |
| SALLY BEAUTY HLDGS INC | 0 | 34,844 | +34,844 | 0 | 567,260 | 0.71% | +567,260 |
| DOVER CORP(DOV) | 0 | 3,400 | +3,400 | 0 | 567,222 | 0.71% | +567,222 |
| MARTEN TRANS LTD(MRTN) | 0 | 53,163 | +53,163 | 0 | 566,718 | 0.71% | +566,718 |
| SKYWEST INC(SKYW) | 0 | 5,630 | +5,630 | 0 | 566,491 | 0.71% | +566,491 |
| STEPAN CO(SCL) | 0 | 11,872 | +11,872 | 0 | 566,294 | 0.71% | +566,294 |
| EURONET WORLDWIDE INC(EEFT) | 0 | 6,448 | +6,448 | 0 | 566,199 | 0.71% | +566,199 |
| OWENS CORNING NEW(OC) | 0 | 4,002 | +4,002 | 0 | 566,123 | 0.71% | +566,123 |
| NUTRIEN LTD(NTR) | 0 | 9,641 | +9,641 | 0 | 566,023 | 0.71% | +566,023 |
| GENPACT LIMITED | 0 | 13,507 | +13,507 | 0 | 565,808 | 0.71% | +565,808 |
| DOORDASH INC(DASH) | 0 | 2,080 | +2,080 | 0 | 565,739 | 0.71% | +565,739 |
| FIRST FINL BANKSHARES INC(FFIN) | 0 | 16,812 | +16,812 | 0 | 565,724 | 0.71% | +565,724 |
| ZIFF DAVIS INC(ZD) | 0 | 14,847 | +14,847 | 0 | 565,671 | 0.71% | +565,671 |
| INSTALLED BLDG PRODS INC(IBP) | 0 | 2,293 | +2,293 | 0 | 565,591 | 0.71% | +565,591 |
| BIGLARI HLDGS INC(BH) | 0 | 1,747 | +1,747 | 0 | 565,417 | 0.71% | +565,417 |
| MURPHY USA INC(MUSA) | 0 | 1,456 | +1,456 | 0 | 565,307 | 0.71% | +565,307 |
| INNOSPEC INC(IOSP) | 0 | 7,324 | +7,324 | 0 | 565,120 | 0.71% | +565,120 |
| COPART INC(CPRT) | 0 | 12,561 | +12,561 | 0 | 564,868 | 0.71% | +564,868 |
| MCEWEN INC.(MUX) | 0 | 33,032 | +33,032 | 0 | 564,847 | 0.71% | +564,847 |
| GREEN BRICK PARTNERS INC(GRBK) | 0 | 7,647 | +7,647 | 0 | 564,807 | 0.71% | +564,807 |
| UNIFIRST CORP MASS(UNF) | 0 | 3,378 | +3,378 | 0 | 564,768 | 0.71% | +564,768 |
| IDEX CORP(IEX) | 0 | 3,469 | +3,469 | 0 | 564,614 | 0.71% | +564,614 |
| TECNOGLASS INC(TGLS) | 0 | 8,435 | +8,435 | 0 | 564,386 | 0.71% | +564,386 |
| ONEOK INC NEW(OKE) | 0 | 7,734 | +7,734 | 0 | 564,350 | 0.71% | +564,350 |
| EVERTEC INC(EVTC) | 0 | 16,702 | +16,702 | 0 | 564,194 | 0.71% | +564,194 |
| YUM CHINA HLDGS INC(YUMC) | 0 | 13,145 | +13,145 | 0 | 564,183 | 0.71% | +564,183 |
| ATRICURE INC(ATRC) | 0 | 16,001 | +16,001 | 0 | 564,035 | 0.71% | +564,035 |
| CALERES INC | 0 | 43,244 | +43,244 | 0 | 563,902 | 0.71% | +563,902 |
| BARRICK MNG CORP(B) | 0 | 17,200 | +17,200 | 0 | 563,644 | 0.71% | +563,644 |
| BEL FUSE INC | 0 | 3,996 | +3,996 | 0 | 563,516 | 0.71% | +563,516 |
| BLOCK H & R INC | 0 | 11,135 | +11,135 | 0 | 563,097 | 0.71% | +563,097 |
| SIMPLY GOOD FOODS CO(SMPL) | 0 | 22,664 | +22,664 | 0 | 562,520 | 0.71% | +562,520 |
| RADWARE LTD(RDWR) | 0 | 21,227 | +21,227 | 0 | 562,303 | 0.71% | +562,303 |
| NATIONAL BEVERAGE CORP(FIZZ) | 0 | 15,219 | +15,219 | 0 | 561,885 | 0.71% | +561,885 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 1,232 | +1,232 | 0 | 561,792 | 0.70% | +561,792 |
| OMNICOM GROUP INC(OMC) | 0 | 6,886 | +6,886 | 0 | 561,416 | 0.70% | +561,416 |
| GARTNER INC(IT) | 0 | 2,135 | +2,135 | 0 | 561,227 | 0.70% | +561,227 |
| DAVITA INC(DVA) | 0 | 4,223 | +4,223 | 0 | 561,110 | 0.70% | +561,110 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 0 | 7,653 | +7,653 | 0 | 561,041 | 0.70% | +561,041 |
| RESMED INC(RMD) | 0 | 2,048 | +2,048 | 0 | 560,599 | 0.70% | +560,599 |
| PHILIP MORRIS INTL INC(PM) | 0 | 3,454 | +3,454 | 0 | 560,239 | 0.70% | +560,239 |
| EXTREME NETWORKS(EXTR) | 0 | 27,093 | +27,093 | 0 | 559,470 | 0.70% | +559,470 |
| SWEETGREEN INC | 0 | 70,057 | +70,057 | 0 | 559,055 | 0.70% | +559,055 |
| THE TRADE DESK INC(TTD) | 0 | 11,368 | +11,368 | 0 | 557,146 | 0.70% | +557,146 |
| ANI PHARMACEUTICALS INC(ANIP) | 0 | 6,065 | +6,065 | 0 | 555,554 | 0.70% | +555,554 |
| CALAVO GROWERS INC | 0 | 21,552 | +21,552 | 0 | 554,748 | 0.70% | +554,748 |
| SLM CORP(SLM) | 0 | 19,564 | +19,564 | 0 | 541,532 | 0.68% | +541,532 |
| TUTOR PERINI CORP(TPC) | 0 | 8,088 | +8,088 | 0 | 530,492 | 0.67% | +530,492 |
| HENRY SCHEIN INC(HSIC) | 0 | 7,829 | +7,829 | 0 | 519,611 | 0.65% | +519,611 |
| ESQUIRE FINL HLDGS INC(ESQ) | 0 | 5,055 | +5,055 | 0 | 515,888 | 0.65% | +515,888 |
| MERCHANTS BANCORP IND(MBIN) | 0 | 16,129 | +16,129 | 0 | 512,902 | 0.64% | +512,902 |
| MARRIOTT VACATIONS WORLDWIDE(VAC) | 0 | 7,650 | +7,650 | 0 | 509,184 | 0.64% | +509,184 |
| BACKBLAZE INC | 0 | 54,007 | +54,007 | 0 | 501,185 | 0.63% | +501,185 |
| ATKORE INC | 0 | 7,622 | +7,622 | 0 | 478,204 | 0.60% | +478,204 |
| VALARIS LTD(VAL) | 0 | 9,505 | +9,505 | 0 | 463,559 | 0.58% | +463,559 |
| BOWMAN CONSULTING GROUP LTD | 0 | 10,853 | +10,853 | 0 | 459,733 | 0.58% | +459,733 |
| ROBLOX CORP(RBLX) | 0 | 3,246 | +3,246 | 0 | 449,636 | 0.56% | +449,636 |
| MERCANTILE BK CORP(MBWM) | 0 | 9,858 | +9,858 | 0 | 443,610 | 0.56% | +443,610 |
| ALPHATEC HLDGS INC(ATEC) | 10,624 | 38,490 | +27,866 | 117,926 | 559,645 | 0.70% | +441,719 |
| UNITY BANCORP INC | 0 | 8,605 | +8,605 | 0 | 420,526 | 0.53% | +420,526 |
| METHANEX CORP(MEOH) | 0 | 10,544 | +10,544 | 0 | 419,229 | 0.53% | +419,229 |
| SI-BONE INC | 0 | 27,684 | +27,684 | 0 | 407,508 | 0.51% | +407,508 |
| FIRST MERCHANTS CORP(FRME) | 0 | 10,807 | +10,807 | 0 | 407,424 | 0.51% | +407,424 |
| INTERPARFUMS INC(IPAR) | 0 | 4,129 | +4,129 | 0 | 406,211 | 0.51% | +406,211 |
| COMFORT SYS USA INC(FIX) | 0 | 492 | +492 | 0 | 405,989 | 0.51% | +405,989 |
| MEDIAALPHA INC | 10,025 | 44,583 | +34,558 | 109,774 | 507,355 | 0.64% | +397,581 |