Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Semanteon Capital Management, LP (CIK 1738809) reported $7.5M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAG ($212,647, 2.85%), PAAS ($211,855, 2.84%), TWST ($209,088, 2.81%), HWKN ($207,053, 2.78%), ONTO ($205,275, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAG | IAMGOLD CORP | $212,647 | 2.85% | 11,299 | New |
| 2 | PAAS | PAN AMERN SILVER CORP | $211,855 | 2.84% | 3,878 | New |
| 3 | TWST | TWIST BIOSCIENCE CORP | $209,088 | 2.81% | 4,400 | New |
| 4 | HWKN | HAWKINS INC | $207,053 | 2.78% | 1,348 | New |
| 5 | ONTO | ONTO INNOVATION INC | $205,275 | 2.76% | 1,001 | New |
| 6 | RUN | SUNRUN INC | $205,787 | 2.76% | 15,176 | New |
| 7 | DAR | DARLING INGREDIENTS INC | $204,847 | 2.75% | 3,312 | New |
| 8 | IFS | INTERCORP FINL SVCS INC | $204,615 | 2.75% | 4,076 | New |
| 9 | NWS | NEWS CORP NEW | $205,015 | 2.75% | 7,191 | New |
| 10 | TER | TERADYNE INC | $203,964 | 2.74% | 688 | New |
| 11 | CRNX | CRINETICS PHARMACEUTICALS IN | $202,012 | 2.71% | 5,562 | New |
| 12 | CGAU | CENTERRA GOLD INC | $201,383 | 2.70% | 11,320 | New |
| 13 | MTZ | MASTEC INC | $201,409 | 2.70% | 626 | New |
| 14 | DUOL | DUOLINGO INC | $200,491 | 2.69% | 2,034 | New |
| 15 | GOOG | ALPHABET INC | $200,515 | 2.69% | 699 | New |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | $200,765 | 2.69% | 711 | New |
| 17 | KD | KYNDRYL HLDGS INC | $200,487 | 2.69% | 15,281 | New |
| 18 | TNP | TSAKOS ENERGY NAVIGATION LTD | $200,062 | 2.69% | 5,070 | New |
| 19 | TECK | TECK RESOURCES LTD | $200,221 | 2.69% | 3,869 | New |
| 20 | RIG | TRANSOCEAN LTD | $199,967 | 2.68% | 30,161 | New |
| 21 | VFC | V F CORP | $198,613 | 2.67% | 11,690 | New |
| 22 | KRNY | KEARNY FINL CORP MD | $194,782 | 2.61% | 25,799 | New |
| 23 | NFBK | NORTHFIELD BANCORP INC DEL | $193,744 | 2.60% | 14,309 | New |
| 24 | DHT | DHT HOLDINGS INC | $191,817 | 2.57% | 10,499 | New |
| 25 | FIGS | FIGS INC | $191,065 | 2.56% | 12,936 | New |
Source: SEC Form 13F filings · as of 2026-03-31