§ 13F · FUND PROFILE
Semanteon Capital Management, LP.
AUM · $22M (13F)Positions · 100Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PL | PLANET LABS PBC | 8K | $273K | 1.2% | NEW |
| 2 | APH | AMPHENOL CORP NEW | 2K | $264K | 1.2% | NEW |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 452 | $263K | 1.2% | NEW |
| 4 | KRNY | KEARNY FINL CORP MD | 28K | $260K | 1.2% | +7% |
| 5 | LOCO | EL POLLO LOCO HLDGS INC | 15K | $260K | 1.2% | +25% |
| 6 | WSO | WATSCO INC | 619 | $258K | 1.2% | NEW |
| 7 | CARE | CARTER BANKSHARES INC | 8K | $257K | 1.2% | NEW |
| 8 | SKYW | SKYWEST INC | 3K | $255K | 1.2% | NEW |
| 9 | HEI | HEICO CORP NEW | 712 | $254K | 1.1% | NEW |
| 10 | NRIM | NORTHRIM BANCORP INC | 9K | $253K | 1.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEMANTEON SIGNAL
AC read
Semanteon Capital Management, LP is a Other fund managing $22 million in assets. The fund runs a portfolio of 100 positions.
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