DOSSIER · 13F-HR · Q2 2026
SEMITAM BONAM LLC
$136M in tracked AUM across 50 positions as of Q2 2026.
SB
CIK 0001922963 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
SEMITAM BONAM LLC manages a portfolio that has undergone significant expansion and strategic realignment during the reporting period ended December 31, 2025. The total portfolio value surged by 123.8%, growing from $53.66M to $120.08M. This dramatic increase in AUM suggests a substantial capital inflow or a consolidation of assets under management, rather than market appreciation alone.
The portfolio consists of 47 holdings, demonstrating a high de...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.