DOSSIER · 13F-HR · Q2 2026

Semanteon Capital Management, LP

$22M in tracked AUM across 100 positions as of Q2 2026.

SC
CIK 0001738809 · last filed Jun 30, 2026
Total AUM
$22M
as of Q2 2026
Holdings
100
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Semanteon Capital Management, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PL
PLANET LABS PBC
$273K8K1.2%
02
APH
AMPHENOL CORP NEW
$264K2K1.2%
03
AMD
ADVANCED MICRO DEVICES INC
$263K4521.2%
04
KRNY
KEARNY FINL CORP MD
$260K28K1.2%
05
LOCO
EL POLLO LOCO HLDGS INC
$260K15K1.2%
06
WSO
WATSCO INC
$258K6191.2%
07
CARE
CARTER BANKSHARES INC
$257K8K1.2%
08
SKYW
SKYWEST INC
$255K3K1.2%
09
HEI
HEICO CORP NEW
$254K7121.1%
10
NRIM
NORTHRIM BANCORP INC
$253K9K1.1%

Filing history

2026Q2Jun 30
$22M 197.4%
100 positionsView →
2026Q1Mar 31
$7M 898.4%
42 positionsView →
2025Q4Dec 31
$746K 98.1%
8 positionsView →
2025Q3Sep 30
$39M 41.2%
86 positionsView →
2025Q2Jun 30
$66M 28.8%
96 positionsLocked
2025Q1Mar 31
$93M 50.0%
117 positionsLocked
2024Q4Dec 31
$186M 26.9%
227 positionsLocked
2024Q3Sep 30
$147M 3.8%
199 positionsLocked
2024Q2Jun 30
$141M 9.6%
199 positionsLocked
2024Q1Mar 31
$157M 5.7%
208 positionsLocked
2023Q4Dec 31
$148M
207 positionsLocked