Semanteon Capital Management, LP Incresed Positions in Q4 2024

Semanteon Capital Management, LP

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DK
Delek Us Holdings, Inc.

Energy
70.9K
+ 504.68%
$15.4 - $20.37 $1.09M - $1.44M
85K $1.57B
AG
First Majestic Silver Corp

Basic Materials
207K
+ 374.74%
$5.39 - $7.94 $1.12M - $1.64M
262K $1.44B
UNP
Union Pacific Corp

Industrials
4.57K
+ 275.48%
$223.15 - $249.32 $1.02M - $1.14M
6.23K $1.42B
UNH
Unitedhealth Group Inc

Healthcare
1.98K
+ 419.49%
$485.52 - $625.25 $961K - $1.24M
2.45K $1.24B
TVTX
Travere Therapeutics, Inc.

Healthcare
48.1K
+ 131.02%
$13.65 - $19.85 $656K - $954K
84.8K $1.48B
UI
Ubiquiti Inc.

Technology
1.67K
+ 61.82%
$223.6 - $362.72 $374K - $606K
4.37K $1.45B
FSS
Federal Signal Corp

Industrials
8.43K
+ 264.36%
$81.56 - $99.7 $688K - $841K
11.6K $1.07B
DG
Dollar General Corp

Consumer Defensive
10.5K
+ 225.55%
$73.27 - $84.47 $767K - $884K
15.1K $1.15B
WIX
Wix.Com Ltd.

Technology
2.33K
+ 51.55%
$156.75 - $229.35 $366K - $535K
6.86K $1.47B
MTH
Meritage Homes Corp

Consumer Cyclical
5.64K
+ 150.17%
$151.91 - $205.12 $857K - $1.16M
9.4K $1.45B
OXM
Oxford Industries Inc

Consumer Cyclical
9.28K
+ 102.08%
$72.62 - $86.4 $674K - $802K
18.4K $1.45B
CYBR
Cyber Ark Software Ltd.

Technology
1.44K
+ 44.6%
$274.1 - $333.15 $395K - $480K
4.67K $1.56B
NTRA
Natera, Inc.

Healthcare
1.84K
+ 25.6%
$117.67 - $174.0 $217K - $320K
9.03K $1.43B
TNC
Tennant CO

Industrials
8.07K
+ 80.36%
$80.27 - $94.44 $648K - $762K
18.1K $1.48B
FCX
Freeport Mcmoran Inc

Basic Materials
18K
+ 114.78%
$38.08 - $50.82 $684K - $913K
33.6K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
781
+ 12.73%
$180.88 - $232.93 $141K - $182K
6.92K $1.52B
VSH
Vishay Intertechnology Inc

Technology
23.6K
+ 130.16%
$15.17 - $19.41 $358K - $458K
41.7K $707M
APH
Amphenol Corp

Technology
4.12K
+ 24.52%
$62.07 - $75.35 $256K - $310K
20.9K $1.45B
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
48.2K
+ 32.21%
$7.03 - $8.43 $339K - $406K
198K $1.49B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
35.8K
+ 115.39%
$8.24 - $11.07 $295K - $396K
66.8K $623M
LEA
Lear Corp

Consumer Cyclical
5.18K
+ 49.44%
$92.95 - $108.96 $481K - $564K
15.7K $1.48B
MGY
Magnolia Oil & Gas Corp

Energy
15.9K
+ 33.68%
$22.89 - $28.79 $364K - $458K
63.2K $1.48B
LOGI
Logitech International S.A.

Technology
4.66K
+ 54.77%
$77.08 - $91.82 $360K - $428K
13.2K $1.09B
VRNS
Varonis Systems Inc

Technology
12.6K
+ 63.49%
$43.91 - $60.0 $553K - $756K
32.4K $1.44B
NEOG
Neogen Corp

Healthcare
33.8K
+ 152.32%
$11.64 - $16.4 $394K - $555K
56.1K $681M
WSO
Watsco Inc

Industrials
723
+ 31.26%
$466.57 - $568.78 $337K - $411K
3.04K $1.44B
NEU
Newmarket Corp

Basic Materials
642
+ 30.75%
$519.96 - $563.85 $334K - $362K
2.73K $1.44B
TEX
Terex Corp

Industrials
9.12K
+ 41.95%
$45.07 - $58.61 $411K - $534K
30.9K $1.43B
CNX
Cnx Resources Corp

Energy
6.54K
+ 75.64%
$32.66 - $41.09 $214K - $269K
15.2K $557M
FOLD
Amicus Therapeutics, Inc.

Healthcare
43.3K
+ 40.89%
$9.36 - $12.01 $405K - $520K
149K $1.41B
OSK
Oshkosh Corp

Industrials
3.34K
+ 29.12%
$93.84 - $115.52 $314K - $386K
14.8K $1.41B
HEI
Heico Corp

Industrials
1.49K
+ 32.15%
$237.06 - $279.02 $353K - $415K
6.12K $1.45B
EME
Emcor Group, Inc.

Industrials
300
+ 10.54%
$427.96 - $526.95 $128K - $158K
3.15K $1.43B
PSN
Parsons Corp

Industrials
3.57K
+ 29.6%
$92.25 - $113.31 $329K - $405K
15.6K $1.44B
CHDN
Churchill Downs Inc

Consumer Cyclical
1.45K
+ 21.57%
$129.55 - $147.45 $188K - $214K
8.19K $1.09B
HCSG
Healthcare Services Group Inc

Healthcare
12.2K
+ 53.28%
$9.71 - $12.9 $118K - $157K
35K $406M
NWPX
Northwest Pipe CO

Industrials
1.89K
+ 37.14%
$43.06 - $57.6 $81.5K - $109K
6.99K $337M
GABC
German American Bancorp, Inc.

Financial Services
2.29K
+ 25.69%
$37.49 - $46.57 $86K - $107K
11.2K $451M
IAG
Iamgold Corp

Basic Materials
21.7K
+ 22.56%
$4.54 - $6.15 $98.4K - $133K
118K $608M
TTD
Trade Desk, Inc.

Technology
306
+ 4.24%
$108.7 - $139.51 $33.3K - $42.7K
7.52K $884M
PRAA
Pra Group Inc

Financial Services
6.15K
+ 24.36%
$18.83 - $24.72 $116K - $152K
31.4K $656M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
281
+ 3.0%
$60.17 - $75.64 $16.9K - $21.3K
9.66K $687M
RES
Rpc Inc

Energy
22.7K
+ 17.4%
$5.63 - $7.14 $128K - $162K
153K $908M
STRA
Strategic Education, Inc.

Consumer Defensive
336
+ 2.7%
$85.85 - $101.62 $28.8K - $34.1K
12.8K $1.19B
CVGW
Calavo Growers Inc

Consumer Defensive
3.33K
+ 19.64%
$25.09 - $29.14 $83.4K - $96.9K
20.3K $517M
LUMN
Lumen Technologies, Inc.

Communication Services
19.7K
+ 49.5%
$5.31 - $10.12 $105K - $200K
59.6K $317M
TDG
Trans Digm Group Inc

Industrials
109
+ 12.87%
$1239.0 - $1442.53 $135K - $157K
956 $1.21B
RMD
Resmed Inc

Healthcare
243
+ 4.96%
$228.69 - $256.07 $55.6K - $62.2K
5.14K $1.18B
NRC
National Research Corp

Healthcare
929
+ 9.93%
$17.07 - $21.78 $15.9K - $20.2K
10.3K $181M
Activity Summary
Buys All Purchases 196 New Holdings 140 Increased Positions 56 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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