Semanteon Capital Management, LP
Semanteon Capital Management, LP reported 100 positions worth $22.2M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: PL (1.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PL | SH | $273.0K | 1.23% | 8,239 | — | — | |
| ▸ 2 | APH | SH | $264.5K | 1.19% | 1,500 | — | — | |
| ▸ 3 | AMD | SH | $262.6K | 1.19% | 452 | — | — | |
| ▸ 4 | KRNY | SH | $260.2K | 1.17% | 27,505 | — | — | |
| ▸ 5 | LOCO | SH | $259.8K | 1.17% | 15,319 | — | — | |
| ▸ 6 | WSO | SH | $258.0K | 1.16% | 619 | — | — | |
| ▸ 7 | CARE | SH | $257.1K | 1.16% | 7,560 | — | — | |
| ▸ 8 | SKYW | SH | $254.9K | 1.15% | 2,566 | — | — | |
| ▸ 9 | HEI | SH | $253.6K | 1.14% | 712 | — | — | |
| ▸ 10 | NRIM | SH | $253.2K | 1.14% | 9,127 | — | — |
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Frequently Asked Questions
What stocks does Semanteon Capital Management, LP hold as of Q2 2026?
Semanteon Capital Management, LP reported 100 positions worth $22.2M in its Q2 2026 13F filing. Largest positions: PL (1.2%), APH (1.2%), AMD (1.2%), KRNY (1.2%) and LOCO (1.2%).
What did Semanteon Capital Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Semanteon Capital Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.