Semanteon Capital Management, LP: 13F holdings
CIK 17388092026Q2
| Positions | 100 |
|---|
| Reported value | $22.2m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 100 (+58 vs prior quarter) |
|---|
| Reported value | $22.2m (+197.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PL PLANET LABS PBC | 8,239 | $272,958 | 1.2% |
| APH AMPHENOL CORP NEW | 1,500 | $264,480 | 1.2% |
| AMD ADVANCED MICRO DEVICES INC | 452 | $262,571 | 1.2% |
| KRNY KEARNY FINL CORP MD | 27,505 | $260,197 | 1.2% |
| LOCO EL POLLO LOCO HLDGS INC | 15,319 | $259,810 | 1.2% |
| WSO WATSCO INC | 619 | $257,956 | 1.2% |
| CARE CARTER BANKSHARES INC | 7,560 | $257,116 | 1.2% |
| SKYW SKYWEST INC | 2,566 | $254,881 | 1.2% |
| HEI HEICO CORP NEW | 712 | $253,607 | 1.1% |
| NRIM NORTHRIM BANCORP INC | 9,127 | $253,183 | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1738809")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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