Semanteon Capital Management, LP New Holdings in Q4 2024

Semanteon Capital Management, LP

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REAL
The Real Real, Inc.

Consumer Cyclical
143K
New
$2.89 - $11.18 $414K - $1.6M
143K $1.56B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.22K
New
$1124.26 - $1344.96 $1.37M - $1.63M
1.22K $1.53B
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
32K
New
$45.4 - $56.61 $1.45M - $1.81M
32K $1.48B
CEIX
Consol Energy Inc.

Energy
13.8K
New
$101.36 - $133.33 $1.4M - $1.84M
13.8K $1.47B
MRVL
Marvell Technology, Inc.

Technology
13.3K
New
$70.31 - $124.78 $938K - $1.66M
13.3K $1.47B
SPSC
Sps Commerce Inc

Technology
8K
New
$165.0 - $198.81 $1.32M - $1.59M
8K $1.47B
FCFS
First Cash Holdings, Inc.

Financial Services
14.2K
New
$100.54 - $114.86 $1.42M - $1.63M
14.2K $1.47B
LITE
Lumentum Holdings Inc.

Technology
17.4K
New
$61.49 - $94.9 $1.07M - $1.65M
17.4K $1.46B
SHOO
Steven Madden, Ltd.

Consumer Cyclical
34.2K
New
$41.59 - $49.7 $1.42M - $1.7M
34.2K $1.46B
ESNT
Essent Group Ltd.

Financial Services
26.7K
New
$52.73 - $64.9 $1.41M - $1.73M
26.7K $1.45B
RUN
Sunrun Inc.

Technology
157K
New
$9.13 - $17.5 $1.43M - $2.74M
157K $1.45B
WK
Workiva Inc

Technology
13.2K
New
$76.11 - $114.78 $1.01M - $1.52M
13.2K $1.45B
XYL
Xylem Inc.

Industrials
12.5K
New
$116.02 - $137.45 $1.45M - $1.71M
12.5K $1.45B
AXON
Axon Enterprise, Inc.

Industrials
2.43K
New
$399.22 - $689.78 $969K - $1.67M
2.43K $1.44B
TKR
Timken CO

Industrials
20.2K
New
$70.76 - $87.24 $1.43M - $1.76M
20.2K $1.44B
CE
Celanese Corp

Basic Materials
20.8K
New
$67.03 - $136.68 $1.39M - $2.84M
20.8K $1.44B
MCHP
Microchip Technology Inc

Technology
25K
New
$55.51 - $79.05 $1.39M - $1.98M
25K $1.44B
ROL
Rollins Inc

Consumer Cyclical
31K
New
$46.35 - $51.59 $1.43M - $1.6M
31K $1.43B
FCN
Fti Consulting, Inc

Industrials
7.45K
New
$190.39 - $231.2 $1.42M - $1.72M
7.45K $1.42B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
23.6K
New
$55.73 - $66.16 $1.31M - $1.56M
23.6K $1.42B
PAR
Par Technology Corp

Technology
19.6K
New
$49.67 - $81.14 $971K - $1.59M
19.6K $1.42B
Atlassian Corporation
5.81K
New
N/A
5.81K $1.41B
Lam Research Corp
19.4K
New
N/A
19.4K $1.4B
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
10.8K
New
$107.0 - $142.46 $1.15M - $1.54M
10.8K $1.4B
JJSF
J&J Snack Foods Corp

Consumer Defensive
8.94K
New
$155.13 - $179.02 $1.39M - $1.6M
8.94K $1.39B
ODP
Odp Corp

Consumer Cyclical
60.6K
New
$21.75 - $31.88 $1.32M - $1.93M
60.6K $1.38B
SCVL
Shoe Carnival Inc

Consumer Cyclical
40.6K
New
$32.69 - $41.93 $1.33M - $1.7M
40.6K $1.34B
MRK
Merck & Co., Inc.

Healthcare
13.4K
New
$96.31 - $114.76 $1.29M - $1.54M
13.4K $1.34B
FUL
Fuller H B CO

Basic Materials
19.4K
New
$67.09 - $80.64 $1.3M - $1.57M
19.4K $1.31B
BE
Bloom Energy Corp

Industrials
56.7K
New
$9.04 - $27.45 $512K - $1.56M
56.7K $1.26B
AAL
American Airlines Group Inc.

Industrials
70.7K
New
N/A
70.7K $1.23B
MEOH
Methanex Corp

Basic Materials
23.9K
New
$38.97 - $49.94 $930K - $1.19M
23.9K $1.19B
TT
Trane Technologies PLC

Industrials
3K
New
$369.35 - $419.14 $1.11M - $1.26M
3K $1.11B
TTEK
Tetra Tech Inc

Industrials
27.4K
New
$39.8 - $50.52 $1.09M - $1.38M
27.4K $1.09B
NFLX
Netflix Inc

Communication Services
1.22K
New
$687.65 - $936.56 $838K - $1.14M
1.22K $1.09B
PBF
Pbf Energy Inc.

Energy
39.4K
New
$25.15 - $33.71 $990K - $1.33M
39.4K $1.05B
MSM
Msc Industrial Direct CO Inc

Industrials
13.8K
New
$73.09 - $90.18 $1.01M - $1.24M
13.8K $1.03B
EGBN
Eagle Bancorp Inc

Financial Services
39.1K
New
$22.41 - $30.0 $876K - $1.17M
39.1K $1.02B
PAAS
Pan American Silver Corp

Basic Materials
50.3K
New
$19.94 - $25.85 $1M - $1.3M
50.3K $1.02B
PHM
Pultegroup Inc

Consumer Cyclical
9.29K
New
$108.86 - $149.04 $1.01M - $1.38M
9.29K $1.01B
TSCO
Tractor Supply CO

Consumer Cyclical
18.4K
New
$52.59 - $303.74 $968K - $5.59M
18.4K $976M
DCOM
Dime Community Bancshares, Inc.

Financial Services
31.6K
New
$27.53 - $36.59 $869K - $1.16M
31.6K $971M
NYT
New York Times CO

Communication Services
18K
New
$52.01 - $56.83 $939K - $1.03M
18K $939M
CVNA
Carvana Co.

Consumer Cyclical
4.47K
New
$175.8 - $260.8 $786K - $1.17M
4.47K $909M
IMKTA
Ingles Markets Inc

Consumer Defensive
14K
New
$60.85 - $75.3 $854K - $1.06M
14K $904M
AMN
Amn Healthcare Services Inc

Healthcare
37.1K
New
$22.94 - $42.42 $850K - $1.57M
37.1K $887M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
10K
New
$81.87 - $97.04 $820K - $972K
10K $872M
HTH
Hilltop Holdings Inc.

Financial Services
30.5K
New
$28.47 - $34.44 $867K - $1.05M
30.5K $872M
HURN
Huron Consulting Group Inc.

Industrials
6.9K
New
$103.48 - $129.83 $714K - $895K
6.9K $857M
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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