Semanteon Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$7.5M
Q ending 2026-03-31
Prior quarter
$746K
Q ending 2025-12-31
Change
+898.4% QoQ · -96.0% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Iamgold Corp | IAG | Shares | $213K | 11K |
| Pan Amern Silver Corp | PAAS | Shares | $212K | 4K |
| Twist Bioscience Corp | TWST | Shares | $209K | 4K |
| Hawkins Inc | HWKN | Shares | $207K | 1K |
| Sunrun Inc | RUN | Shares | $206K | 15K |
| Onto Innovation Inc | ONTO | Shares | $205K | 1K |
| News Corp New | NWS | Shares | $205K | 7K |
| Darling Ingredients Inc | DAR | Shares | $205K | 3K |
| Intercorp Finl Svcs Inc | Shares | $205K | 4K | |
| Teradyne Inc | TER | Shares | $204K | 688 |
| Crinetics Pharmaceuticals In | CRNX | Shares | $202K | 6K |
| Mastec Inc | MTZ | Shares | $201K | 626 |
| Centerra Gold Inc | CGAU | Shares | $201K | 11K |
| Keysight Technologies Inc | KEYS | Shares | $201K | 711 |
| Alphabet Inc | GOOG | Shares | $201K | 699 |
| Duolingo Inc | DUOL | Shares | $200K | 2K |
| Kyndryl Hldgs Inc | KD | Shares | $200K | 15K |
| Teck Resources Ltd | TECK | Shares | $200K | 4K |
| Tsakos Energy Navigation Ltd | Shares | $200K | 5K | |
| Transocean Ltd | Shares | $200K | 30K | |
| V F Corp | VFC | Shares | $199K | 12K |
| Kearny Finl Corp Md | KRNY | Shares | $195K | 26K |
| Northfield Bancorp Inc Del | NFBK | Shares | $194K | 14K |
| Dht Holdings Inc | Shares | $192K | 10K | |
| Figs Inc | FIGS | Shares | $191K | 13K |
| Sonos Inc | SONO | Shares | $181K | 14K |
| Archer Aviation Inc | ACHR | Shares | $181K | 35K |
| Flushing Finl Corp | FL8 | Shares | $178K | 12K |
| Lsb Inds Inc | LXU | Shares | $178K | 12K |
| Seanergy Maritime Hldgs Corp | Shares | $172K | 13K | |
| Primis Financial Corp | FRST | Shares | $171K | 13K |
| El Pollo Loco Hldgs Inc | LOCO | Shares | $170K | 12K |
| Ooma Inc | OOMA | Shares | $151K | 10K |
| Nordic American Tankers Limi | Shares | $150K | 26K | |
| Taseko Mines Ltd | TKOEUR | Shares | $143K | 22K |
| Crescent Energy Company | CRGY | Shares | $138K | 10K |
| Tredegar Corp | TG | Shares | $130K | 16K |
| Camping World Hldgs Inc | CWH | Shares | $123K | 18K |
| Rxsight Inc | RXST | Shares | $120K | 19K |
| Sweetgreen Inc | SG | Shares | $74K | 14K |
| Pangaea Logistics Solution L | Shares | $72K | 10K | |
| Acv Auctions Inc | ACVA | Shares | $69K | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.