Semanteon Capital Management, LP 13F Holdings

CIK 0001738809 · Newton, MA

As of Sep 30, 2025, Semanteon Capital Management, LP reported 173 positions worth $79.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BLOOM ENERGY CORPBEIndustrials7,025$594.1K0.75%
HELEN OF TROY LTDHELEConsumer Defensive22,854$575.9K0.72%
VISHAY INTERTECHNOLOGY INCVSHTechnology37,549$574.5K0.72%
CONFLUENT INCCFLTTechnology28,951$573.2K0.72%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services4,301$573.2K0.72%
V F CORPVFCConsumer Cyclical39,714$573.1K0.72%
IMPINJ INCPITechnology3,170$573.0K0.72%
PURE STORAGE INCPSTGTechnology6,833$572.7K0.72%
OSI SYSTEMS INCOSISTechnology2,295$572.0K0.72%
APA CORPAPAEnergy23,538$571.5K0.72%
WESTERN DIGITAL CORPWDCTechnology4,760$571.5K0.72%
HECLA MINING COHLBasic Materials47,226$571.4K0.72%
CTS CORPCTSTechnology14,304$571.3K0.72%
NOV INCNOVEnergy43,113$571.2K0.72%
ROBERT HALF INCRHIIndustrials16,798$570.8K0.72%
ENERPAC TOOL GROUP CORPEPACIndustrials13,917$570.6K0.72%
TAPESTRY INCTPRConsumer Cyclical5,039$570.5K0.72%
CALIX INCCALXTechnology9,296$570.5K0.72%
CELESTICA INCCLSTechnology2,315$570.4K0.72%
LUMENTUM HOLDINGS INCLITETechnology3,504$570.1K0.72%
SYNOVUS FINANCIAL CORPSNVFinancial Services11,616$570.1K0.72%
1ST SOURCE CORPSRCEFinancial Services9,257$569.9K0.72%
HELIOS TECHNOLOGIES INCHLIOIndustrials10,930$569.8K0.71%
AMERICAN AXLE & MANUFACTURING HOLDINGS INCAXLConsumer Cyclical94,749$569.4K0.71%
WORLD KINECT CORPWKCEnergy21,943$569.4K0.71%