Semanteon Capital Management, LP
Top Portfolio Positions
40 positions ·
$7,044,834 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAG |
Iamgold Corp
Basic Materials
|
11,299 | $212,647 | 3.02% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
3,878 | $211,855 | 3.01% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
4,400 | $209,088 | 2.97% | |
| HWKN |
Hawkins Inc
Basic Materials
|
1,348 | $207,052 | 2.94% | |
| RUN |
Sunrun Inc.
Technology
|
15,176 | $205,786 | 2.92% | |
| ONTO |
Onto Innovation Inc.
Technology
|
1,001 | $205,275 | 2.91% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
3,312 | $204,847 | 2.91% | |
| IFS |
Intercorp Financial Services Inc.
Financial Services
|
4,076 | $204,615 | 2.90% | |
| TER |
Teradyne, Inc
Technology
|
688 | $203,964 | 2.90% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
5,562 | $202,011 | 2.87% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NFBK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,743 | 14,309 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $261,948 | 22,199 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||