Semanteon Capital Management, LP
42 holdingsFiling period: 2026-03-31Current AUM: $8.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAG | IAMGOLD CORP | 11.3K | $212K | $160K | 1.98% | -- | 2026-03-31 |
| 2 | PAAS | PAN AMERN SILVER CORP | 3.9K | $211K | $167K | 2.07% | -- | 2026-03-31 |
| 3 | TWST | TWIST BIOSCIENCE CORP | 4.4K | $209K | $403K | 5.00% | -- | 2026-03-31 |
| 4 | HWKN | HAWKINS INC | 1.3K | $207K | $173K | 2.14% | -- | 2026-03-31 |
| 5 | NWS | NEWS CORP NEW | 7.2K | $205K | $225K | 2.79% | -- | 2026-03-31 |
| 6 | RUN | SUNRUN INC | 15.2K | $205K | $148K | 1.84% | -- | 2026-03-31 |
| 7 | ONTO | ONTO INNOVATION INC | 1.0K | $205K | $258K | 3.21% | -- | 2026-03-31 |
| 8 | — | INTERCORP FINL SVCS INC | 4.1K | $204K | $204K | 2.53% | -- | 2026-03-31 |
| 9 | DAR | DARLING INGREDIENTS INC | 3.3K | $204K | $200K | 2.48% | -- | 2026-03-31 |
| 10 | TER | TERADYNE INC | 688 | $203K | $252K | 3.12% | -- | 2026-03-31 |
| 11 | CRNX | CRINETICS PHARMACEUTICALS IN | 5.6K | $202K | $465K | 5.77% | -- | 2026-03-31 |
| 12 | MTZ | MASTEC INC | 626 | $201K | $164K | 2.04% | -- | 2026-03-31 |
| 13 | CGAU | CENTERRA GOLD INC | 11.3K | $201K | $194K | 2.41% | -- | 2026-03-31 |
| 14 | TECK | TECK RESOURCES LTD | 3.9K | $200K | $233K | 2.89% | -- | 2026-03-31 |
| 15 | DUOL | DUOLINGO INC | 2.0K | $200K | $274K | 3.39% | -- | 2026-03-31 |
| 16 | — | TSAKOS ENERGY NAVIGATION LTD | 5.1K | $200K | $200K | 2.48% | -- | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 699 | $200K | $249K | 3.09% | -- | 2026-03-31 |
| 18 | KD | KYNDRYL HLDGS INC | 15.3K | $200K | $207K | 2.56% | -- | 2026-03-31 |
| 19 | KEYS | KEYSIGHT TECHNOLOGIES INC | 711 | $200K | $226K | 2.80% | -- | 2026-03-31 |
| 20 | — | TRANSOCEAN LTD | 30.2K | $199K | $199K | 2.47% | -- | 2026-03-31 |
| 21 | VFC | V F CORP | 11.7K | $198K | $167K | 2.07% | -- | 2026-03-31 |
| 22 | KRNY | KEARNY FINL CORP MD | 25.8K | $194K | $246K | 3.06% | -- | 2026-03-31 |
| 23 | NFBK | NORTHFIELD BANCORP INC DEL | 14.3K | $193K | $193K | 2.40% | -- | 2026-03-31 |
| 24 | FIGS | FIGS INC | 12.9K | $191K | $138K | 1.72% | -- | 2026-03-31 |
| 25 | — | DHT HOLDINGS INC | 10.5K | $191K | $191K | 2.37% | -- | 2026-03-31 |
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