Semanteon Capital Management, LP

13F filer · CIK 0001738809

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$22.2MU.S. long equity reported on 13F

Positions10083 new · 24 closed

Net flow last quarter+$14.2MBuys minus sells

Top 10 positions weight11.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026100 positions
PLPlanet Labs PBC	$273K	1.23%	0.00%	New	Q2 2026
APHAmphenol Corp	$264K	1.19%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$263K	1.19%	0.00%	Not reported	Q3 2025
KRNYKearny Financial Corp.	$260K	1.17%	0.04%	+6.6%	Q3 2024
LOCOEl Pollo Loco Holdings, Inc.	$260K	1.17%	0.05%	+25.0%	Q1 2026
WSOWatsco Inc	$258K	1.16%	Not reported	Not reported	Q1 2024
CARECarter Bankshares, Inc.	$257K	1.16%	0.03%	Not reported	Q3 2024
SKYWSkywest Inc	$255K	1.15%	0.01%	Not reported	Q1 2024
HEIHeico Corp	$254K	1.14%	0.00%	Not reported	Q4 2023
NRIMNorthrim Bancorp Inc	$253K	1.14%	0.04%	Not reported	Q4 2024
SYYSysco Corp	$253K	1.14%	0.00%	New	Q2 2026
AYIAcuity Inc. (De)	$252K	1.14%	0.00%	Not reported	Q2 2025
FMAOFarmers & Merchants Bancorp Inc	$252K	1.14%	0.06%	New	Q2 2026
SMBKSmartfinancial Inc.	$251K	1.13%	0.03%	New	Q2 2026
RPMRPM International Inc	$251K	1.13%	0.00%	New	Q2 2026
GHGuardant Health, Inc.	$251K	1.13%	0.00%	Not reported	Q3 2025
OOMAOoma Inc	$251K	1.13%	0.05%	+25.7%	Q1 2026
PLOWDouglas Dynamics, Inc	$250K	1.13%	0.02%	New	Q2 2026
CMGChipotle Mexican Grill Inc	$250K	1.13%	0.00%	Not reported	Q4 2024
AURAurora Innovation, Inc.	$249K	1.13%	0.00%	New	Q2 2026
COFSChoiceone Financial Services Inc	$249K	1.13%	0.05%	New	Q2 2026
CHMGChemung Financial Corp	$249K	1.12%	0.07%	New	Q2 2026
CAHCardinal Health Inc	$247K	1.12%	0.00%	Not reported	Q2 2024
IAGIamgold Corp	$247K	1.11%	0.00%	+37.9%	Q3 2024
MTZMastec Inc	$247K	1.11%	0.00%	-5.3%	Q3 2024
JKHYJack Henry & Associates Inc	$246K	1.11%	0.00%	Not reported	Q2 2024
XPELXPEL, Inc.	$245K	1.11%	0.02%	New	Q2 2026
ACNBAcnb Corp	$245K	1.10%	0.04%	New	Q2 2026
TRTootsie Roll Industries Inc	$244K	1.10%	Not reported	Not reported	Q4 2023
TMOThermo Fisher Scientific Inc.	$243K	1.10%	0.00%	New	Q2 2026
DCIDONALDSON Co INC	$243K	1.10%	0.00%	New	Q2 2026
BBCPConcrete Pumping Holdings, Inc.	$243K	1.10%	0.04%	New	Q2 2026
TECKTeck Resources Ltd	$241K	1.09%	Not reported	+4.7%	Q1 2026
GOOGAlphabet Inc.	$240K	1.08%	Not reported	-3.0%	Q2 2024
SFSTSouthern First Bancshares Inc	$237K	1.07%	0.04%	New	Q2 2026
HPEHewlett Packard Enterprise Co	$237K	1.07%	0.00%	New	Q2 2026
NGSNatural Gas Services Group Inc	$236K	1.06%	0.04%	New	Q2 2026
SENEASeneca Foods Corp	$236K	1.06%	0.01%	New	Q2 2026
KEYSKeysight Technologies, Inc.	$236K	1.06%	0.00%	-5.3%	Q1 2026
CHDNChurchill Downs Inc	$236K	1.06%	0.00%	Not reported	Q2 2024
TGTXTG Therapeutics, Inc.	$235K	1.06%	0.00%	New	Q2 2026
UNTYUnity Bancorp Inc	$234K	1.06%	0.04%	Not reported	Q3 2025
EFOREverforth Inc	$234K	1.06%	0.03%	New	Q2 2026
DAKTDaktronics Inc	$234K	1.06%	0.02%	New	Q2 2026
OZKBank OZK	$233K	1.05%	Not reported	Not reported	Q2 2024
LFSTLifeStance Health Group, Inc.	$233K	1.05%	0.01%	New	Q2 2026
BRBroadridge Financial Solutions, Inc.	$233K	1.05%	0.00%	New	Q2 2026
FFINFirst Financial Bankshares Inc	$233K	1.05%	0.00%	Not reported	Q4 2023
CSTMConstellium SE	$233K	1.05%	0.01%	New	Q2 2026
TXNTexas Instruments Inc	$232K	1.05%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 11, 202641 positions
IAGIamgold Corp	$213K	2.85%	0.00%	Not reported	Q3 2024
PAASPan American Silver Corp	$212K	2.84%	0.00%	Not reported	Q2 2024
TWSTTwist Bioscience Corp	$209K	2.81%	0.01%	New	Q1 2026
HWKNHawkins Inc	$207K	2.78%	0.01%	Not reported	Q1 2025
RUNSunrun Inc.	$206K	2.76%	0.01%	Not reported	Q4 2024
ONTOOnto Innovation Inc.	$205K	2.76%	0.00%	New	Q1 2026
NWSNews Corp	$205K	2.75%	Not reported	Not reported	Q1 2025
DARDarling Ingredients Inc.	$205K	2.75%	0.00%	New	Q1 2026
IFSIntercorp Financial Services Inc.	$205K	2.75%	0.00%	Not reported	Q3 2024
TERTeradyne, Inc	$204K	2.74%	0.00%	Not reported	Q4 2023
CRNXCrinetics Pharmaceuticals, Inc.	$202K	2.71%	0.01%	New	Q1 2026
MTZMastec Inc	$201K	2.70%	0.00%	Not reported	Q3 2024
CGAUCenterra Gold Inc.	$201K	2.70%	0.01%	Not reported	Q2 2024
KEYSKeysight Technologies, Inc.	$201K	2.69%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$201K	2.69%	Not reported	Not reported	Q2 2024
DUOLDuolingo, Inc.	$200K	2.69%	0.01%	Not reported	Q2 2025
KDKyndryl Holdings, Inc.	$200K	2.69%	0.01%	New	Q1 2026
TECKTeck Resources Ltd	$200K	2.69%	Not reported	New	Q1 2026
TENTsakos Energy Navigation Ltd	$200K	2.69%	0.02%	Not reported	Q4 2023
RIGTransocean Ltd.	$200K	2.68%	0.00%	New	Q1 2026
VFCV F Corp	$199K	2.67%	0.00%	Not reported	Q1 2024
KRNYKearny Financial Corp.	$195K	2.61%	0.04%	Not reported	Q3 2024
NFBKNorthfield Bancorp, Inc.	$194K	2.60%	0.03%	Not reported	Q3 2025
DHTDHT Holdings, Inc.	$192K	2.57%	0.01%	New	Q1 2026
FIGSFIGS, Inc.	$191K	2.56%	0.01%	New	Q1 2026
SONOSonos Inc	$181K	2.43%	0.01%	New	Q1 2026
ACHRArcher Aviation Inc.	$181K	2.43%	0.00%	New	Q1 2026
FFICFlushing Financial Corp	$178K	2.40%	0.03%	Not reported	Q4 2024
LXULSB Industries, Inc.	$178K	2.39%	0.02%	New	Q1 2026
SHIPSeanergy Maritime Holdings Corp.	$172K	2.31%	0.06%	New	Q1 2026
FRSTPrimis Financial Corp.	$171K	2.30%	0.05%	New	Q1 2026
LOCOEl Pollo Loco Holdings, Inc.	$170K	2.28%	0.04%	New	Q1 2026
OOMAOoma Inc	$151K	2.03%	0.04%	New	Q1 2026
NATNORDIC AMERICAN TANKERS Ltd	$150K	2.01%	0.01%	New	Q1 2026
CRGYCrescent Energy Co	$138K	1.86%	0.00%	New	Q1 2026
TGTredegar Corp	$130K	1.75%	0.05%	New	Q1 2026
CWHCamping World Holdings, Inc.	$123K	1.65%	Not reported	New	Q1 2026
RXSTRxSight, Inc.	$120K	1.61%	0.05%	New	Q1 2026
SGSweetgreen, Inc.	$74.5K	1.00%	0.01%	-4.5%	Q3 2025
PANLPangaea Logistics Solutions Ltd.	$72.5K	0.97%	0.02%	-29.1%	Q4 2025
ACVAACV Auctions Inc.	$68.9K	0.93%	0.01%	New	Q1 2026
Q4 2025Reported Feb 10, 20268 positions
SGSweetgreen, Inc.	$102K	13.61%	0.02%	-78.6%	Q3 2025
WENWendy's Co	$101K	13.52%	0.01%	Not reported	Q1 2024
WUWestern Union CO	$100K	13.39%	0.00%	Not reported	Q1 2025
PANLPangaea Logistics Solutions Ltd.	$99.3K	13.31%	0.02%	New	Q4 2025
MDXGMimedx Group, Inc.	$98.7K	13.23%	0.01%	New	Q4 2025
PAYOPayoneer Global Inc.	$98.2K	13.16%	0.01%	New	Q4 2025
AMCRAmcor plc	$88.4K	11.85%	0.00%	Not reported	Q1 2025
AIOTPowerfleet, Inc.	$59.1K	7.92%	0.01%	-64.3%	Q3 2025
Q3 2025Reported Nov 10, 2025173 positions
BEBloom Energy Corp	$594K	0.75%	0.00%	Not reported	Q4 2024
HELEHelen of Troy Ltd	$576K	0.72%	0.10%	Not reported	Q1 2024
VSHVishay Intertechnology Inc	$575K	0.72%	0.03%	Not reported	Q4 2023
CFLTConfluent, Inc.	$573K	0.72%	0.03%	+231.1%	Q2 2025
APOApollo Global Management, Inc.	$573K	0.72%	0.00%	+74.7%	Q2 2025
VFCV F Corp	$573K	0.72%	0.01%	Not reported	Q1 2024
PIImpinj Inc	$573K	0.72%	0.01%	Not reported	Q1 2024
PEverpure, Inc.	$573K	0.72%	0.00%	New	Q3 2025
OSISOsi Systems Inc	$572K	0.72%	0.01%	New	Q3 2025
APAAPA Corp	$572K	0.72%	0.01%	Not reported	Q4 2024
WDCWestern Digital Corp	$571K	0.72%	0.00%	Not reported	Q1 2024
HLHecla Mining Co	$571K	0.72%	0.01%	Not reported	Q4 2024
CTSCTS Corp	$571K	0.72%	0.05%	Not reported	Q1 2025
NOVNOV Inc.	$571K	0.72%	0.01%	Not reported	Q3 2024
RHIRobert Half Inc.	$571K	0.72%	0.02%	Not reported	Q1 2024
EPACEnerpac Tool Group Corp	$571K	0.72%	0.03%	+134.8%	Q4 2023
TPRTapestry, Inc.	$571K	0.72%	0.00%	Not reported	Q4 2023
CALXCalix, Inc	$570K	0.72%	0.01%	Not reported	Q4 2023
CLSCelestica Inc	$570K	0.72%	0.00%	New	Q3 2025
LITELumentum Holdings Inc.	$570K	0.72%	0.00%	Not reported	Q1 2024
SNVSynovus Financial Corp	$570K	0.72%	0.01%	Not reported	Q1 2024
SRCE1st Source Corp	$570K	0.72%	0.04%	Not reported	Q1 2024
HLIOHelios Technologies, Inc.	$570K	0.71%	0.03%	Not reported	Q1 2025
DCHDauch Corp	$569K	0.71%	0.08%	Not reported	Q2 2024
WKCWorld Kinect Corp	$569K	0.71%	0.04%	Not reported	Q4 2023
PCTYPaylocity Holding Corp	$569K	0.71%	0.01%	-53.6%	Q2 2025
MUMicron Technology Inc	$569K	0.71%	0.00%	Not reported	Q1 2024
PNFPPinnacle Financial Partners, Inc.	$569K	0.71%	0.01%	New	Q3 2025
CRCCalifornia Resources Corp	$569K	0.71%	0.01%	New	Q3 2025
SYBTStock Yards Bancorp, Inc.	$569K	0.71%	0.03%	Not reported	Q1 2024
APHAmphenol Corp	$569K	0.71%	0.00%	Not reported	Q3 2024
GLDDGreat Lakes Dredge & Dock Corporation	$569K	0.71%	0.07%	Not reported	Q1 2024
GHGuardant Health, Inc.	$568K	0.71%	0.01%	New	Q3 2025
ONTOnterris, Inc.	$568K	0.71%	0.06%	New	Q3 2025
CIENCiena Corp	$568K	0.71%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$568K	0.71%	0.00%	New	Q3 2025
LRCXLam Research Corp	$568K	0.71%	0.00%	Not reported	Q4 2024
WSOWatsco Inc	$568K	0.71%	Not reported	-57.6%	Q1 2024
MGYMagnolia Oil & Gas Corp	$567K	0.71%	Not reported	Not reported	Q2 2024
ASOAcademy Sports & Outdoors, Inc.	$567K	0.71%	0.02%	+81.7%	Q2 2025
IDXXIdexx Laboratories Inc	$567K	0.71%	0.00%	New	Q3 2025
SBHSally Beauty Holdings, Inc.	$567K	0.71%	0.04%	New	Q3 2025
DOVDOVER Corp	$567K	0.71%	0.00%	New	Q3 2025
ESLTElbit Systems Ltd	$567K	0.71%	0.00%	-67.3%	Q1 2024
MRTNMarten Transport Ltd	$567K	0.71%	0.07%	Not reported	Q4 2023
HEIHeico Corp	$567K	0.71%	0.00%	-62.7%	Q4 2023
SKYWSkywest Inc	$566K	0.71%	0.01%	Not reported	Q1 2024
SCLStepan Co	$566K	0.71%	0.05%	Not reported	Q3 2024
EEFTEuronet Worldwide, Inc.	$566K	0.71%	0.02%	New	Q3 2025
OCOwens Corning	$566K	0.71%	0.00%	New	Q3 2025

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