Semanteon Capital Management, LP
CIK 0001738809 · NEWTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$22.2M
2026 Q2
Positions
100
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
11.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PL
PLANET LABS PBC
1.2%
APH
AMPHENOL CORP NEW
1.2%
AMD
ADVANCED MICRO DEVICES INC
1.2%
KRNY
KEARNY FINL CORP MD
1.2%
LOCO
EL POLLO LOCO HLDGS INC
1.2%
WSO
WATSCO INC
1.2%
CARE
CARTER BANKSHARES INC
1.2%
SKYW
SKYWEST INC
1.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.