Semanteon Capital Management, LP

Institutional manager (13F) · CIK 1738809

13F holdings · as of 2026-03-31 · top 42 · reported portfolio $7M

#	Issuer	Value	Shares
1	IAMGOLD CORP	$213k	11,299
2	PAN AMERN SILVER CORP	$212k	3,878
3	TWIST BIOSCIENCE CORP	$209k	4,400
4	HAWKINS INC	$207k	1,348
5	SUNRUN INC	$206k	15,176
6	ONTO INNOVATION INC	$205k	1,001
7	NEWS CORP NEW	$205k	7,191
8	DARLING INGREDIENTS INC	$205k	3,312
9	INTERCORP FINL SVCS INC	$205k	4,076
10	TERADYNE INC	$204k	688
11	CRINETICS PHARMACEUTICALS IN	$202k	5,562
12	MASTEC INC	$201k	626
13	CENTERRA GOLD INC	$201k	11,320
14	KEYSIGHT TECHNOLOGIES INC	$201k	711
15	ALPHABET INC	$201k	699
16	DUOLINGO INC	$200k	2,034
17	KYNDRYL HLDGS INC	$200k	15,281
18	TECK RESOURCES LTD	$200k	3,869
19	TSAKOS ENERGY NAVIGATION LTD	$200k	5,070
20	TRANSOCEAN LTD	$200k	30,161
21	V F CORP	$199k	11,690
22	KEARNY FINL CORP MD	$195k	25,799
23	NORTHFIELD BANCORP INC DEL	$194k	14,309
24	DHT HOLDINGS INC	$192k	10,499
25	FIGS INC	$191k	12,936
26	SONOS INC	$181k	13,520
27	ARCHER AVIATION INC	$181k	34,981
28	FLUSHING FINL CORP	$178k	11,619
29	LSB INDS INC	$178k	11,973
30	SEANERGY MARITIME HLDGS CORP	$172k	13,337
31	PRIMIS FINANCIAL CORP	$171k	12,877
32	EL POLLO LOCO HLDGS INC	$170k	12,253
33	OOMA INC	$151k	10,372
34	NORDIC AMERICAN TANKERS LIMI	$150k	25,552
35	TASEKO MINES LTD	$143k	22,176
36	CRESCENT ENERGY COMPANY	$138k	10,256
37	TREDEGAR CORP	$130k	16,357
38	CAMPING WORLD HLDGS INC	$123k	18,018
39	RXSIGHT INC	$120k	19,461
40	SWEETGREEN INC	$74k	14,351
41	PANGAEA LOGISTICS SOLUTION L	$72k	10,234
42	ACV AUCTIONS INC	$69k	16,261

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.