Semanteon Capital Management, LP New Holdings in Q3 2025

Semanteon Capital Management, LP

  • $79.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
7.03K
New
$22.13 - $86.27 $155K - $606K
7.03K $594M
HELE
Helen Of Troy LTD

Consumer Defensive
22.9K
New
$20.05 - $33.25 $458K - $760K
22.9K $576M
VSH
Vishay Intertechnology Inc

Technology
37.5K
New
$13.76 - $17.88 $517K - $671K
37.5K $575M
VFC
V F Corp

Consumer Cyclical
39.7K
New
$11.66 - $15.56 $463K - $618K
39.7K $573M
PI
Impinj Inc

Technology
3.17K
New
$111.65 - $200.78 $354K - $636K
3.17K $573M
PSTG
Pure Storage, Inc.

Technology
6.83K
New
$54.47 - $88.29 $372K - $603K
6.83K $573M
OSIS
Osi Systems Inc

Technology
2.3K
New
$208.12 - $249.24 $478K - $572K
2.3K $572M
APA
Apa Corp

Energy
23.5K
New
$18.06 - $24.69 $425K - $581K
23.5K $572M
WDC
Western Digital Corp

Technology
4.76K
New
$63.84 - $120.06 $304K - $571K
4.76K $571M
HL
Hecla Mining CO

Basic Materials
47.2K
New
$5.59 - $12.1 $264K - $571K
47.2K $571M
NOV
Nov Inc.

Energy
43.1K
New
$11.88 - $14.16 $512K - $610K
43.1K $571M
RHI
Robert Half International Inc.

Industrials
16.8K
New
$33.49 - $43.03 $563K - $723K
16.8K $571M
TPR
Tapestry, Inc.

Consumer Cyclical
5.04K
New
$86.48 - $116.14 $436K - $585K
5.04K $571M
CALX
Calix, Inc

Technology
9.3K
New
$50.08 - $64.04 $466K - $595K
9.3K $570M
Celestica Inc
2.32K
New
N/A
2.32K $570M
LITE
Lumentum Holdings Inc.

Technology
3.5K
New
$90.44 - $171.5 $317K - $601K
3.5K $570M
SNV
Synovus Financial Corp

Financial Services
11.6K
New
$46.55 - $59.6 $541K - $692K
11.6K $570M
SRCE
1 St Source Corp

Financial Services
9.26K
New
$58.3 - $65.7 $540K - $608K
9.26K $570M
HLIO
Helios Technologies, Inc.

Industrials
10.9K
New
$34.16 - $55.89 $373K - $611K
10.9K $570M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
94.7K
New
$4.25 - $6.31 $403K - $598K
94.7K $569M
INT
World Fuel Services Corp

Energy
21.9K
New
N/A
21.9K $569M
MU
Micron Technology Inc

Technology
3.4K
New
$104.88 - $168.89 $357K - $575K
3.4K $569M
PNFP
Pinnacle Financial Partners Inc

Financial Services
6.07K
New
$86.13 - $119.63 $523K - $726K
6.07K $569M
CRC
California Resources Corp

Energy
10.7K
New
$46.11 - $57.82 $493K - $619K
10.7K $569M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
8.13K
New
$68.93 - $83.01 $560K - $675K
8.13K $569M
APH
Amphenol Corp

Technology
4.6K
New
$97.39 - $125.4 $448K - $576K
4.6K $569M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
47.4K
New
$10.53 - $12.27 $499K - $582K
47.4K $569M
GH
Guardant Health, Inc.

Healthcare
9.1K
New
$40.98 - $67.42 $373K - $613K
9.1K $568M
MEG
Montrose Environmental Group, Inc.

Industrials
20.7K
New
$20.57 - $31.06 $426K - $643K
20.7K $568M
CIEN
Ciena Corp

Technology
3.9K
New
$77.75 - $145.67 $303K - $568K
3.9K $568M
PLTR
Palantir Technologies Inc.

Technology
3.11K
New
$130.68 - $186.97 $407K - $582K
3.11K $568M
Lam Research Corp
4.24K
New
N/A
4.24K $568M
MGY
Magnolia Oil & Gas Corp

Energy
23.8K
New
$22.5 - $25.26 $535K - $600K
23.8K $567M
IDXX
Idexx Laboratories Inc

Healthcare
888
New
$514.61 - $682.78 $457K - $606K
888 $567M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
34.8K
New
$9.34 - $16.35 $325K - $570K
34.8K $567M
DOV
Dover Corp

Industrials
3.4K
New
$165.59 - $190.9 $563K - $649K
3.4K $567M
MRTN
Marten Transport LTD

Industrials
53.2K
New
$10.65 - $13.91 $566K - $739K
53.2K $567M
SKYW
Skywest Inc

Industrials
5.63K
New
$100.62 - $123.72 $566K - $697K
5.63K $566M
SCL
Stepan CO

Basic Materials
11.9K
New
$46.44 - $59.75 $551K - $709K
11.9K $566M
EEFT
Euronet Worldwide, Inc.

Technology
6.45K
New
$87.37 - $107.37 $563K - $692K
6.45K $566M
OC
Owens Corning

Industrials
4K
New
$136.56 - $157.69 $547K - $631K
4K $566M
NTR
Nutrien Ltd.

Basic Materials
9.64K
New
$55.69 - $62.11 $537K - $599K
9.64K $566M
G
Genpact LTD

Technology
13.5K
New
$41.06 - $46.13 $555K - $623K
13.5K $566M
DASH
Door Dash, Inc.

Communication Services
2.08K
New
$234.5 - $272.5 $488K - $567K
2.08K $566M
FFIN
First Financial Bankshares Inc

Financial Services
16.8K
New
$33.62 - $37.98 $565K - $639K
16.8K $566M
ZD
Ziff Davis, Inc.

Communication Services
14.8K
New
$29.49 - $39.2 $438K - $582K
14.8K $566M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.29K
New
$184.09 - $279.47 $422K - $641K
2.29K $566M
BH
Biglari Holdings Inc.

Consumer Cyclical
1.75K
New
$275.24 - $327.21 $481K - $572K
1.75K $565M
MUSA
Murphy Usa Inc.

Consumer Cyclical
1.46K
New
$361.83 - $435.43 $527K - $634K
1.46K $565M
Activity Summary
Buys All Purchases 158 New Holdings 146 Increased Positions 12 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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