Holdings
Semanteon Capital Management, LP
As of Jun 30, 2026, Semanteon Capital Management, LP reported 94 positions worth US$21.1M. Largest: Planet Labs Pbc, Amphenol Corporation and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Planet Labs Pbc | 8,239 | US$273K | new | Jun 30, 2026 |
| Amphenol Corporation | 1,500 | US$264K | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 452 | US$263K | new | Jun 30, 2026 |
| Kearny Financial | 27,505 | US$260K | +1,706 | Jun 30, 2026 |
| El Pollo Loco Holdings, Inc. | 15,319 | US$260K | +3,066 | Jun 30, 2026 |
| Watsco, Inc. | 619 | US$258K | new | Jun 30, 2026 |
| Carter Bankshares, Inc. | 7,560 | US$257K | new | Jun 30, 2026 |
| Skywest, Inc. | 2,566 | US$255K | new | Jun 30, 2026 |
| Heico Corporation | 983 | US$254K | new | Jun 30, 2026 |
| Northrim Bancorp Inc | 9,127 | US$253K | new | Jun 30, 2026 |