Semanteon Capital Management, LP New Holdings in Q1 2025

Semanteon Capital Management, LP

  • $184 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ALHC
Alignment Healthcare, Inc.

Healthcare
84.7K
New
$11.32 - $18.62 $959K - $1.58M
84.7K $1.58B
CTAS
Cintas Corp

Industrials
7.49K
New
$182.09 - $208.14 $1.36M - $1.56M
7.49K $1.54B
AROC
Archrock, Inc.

Energy
58.2K
New
$22.72 - $30.34 $1.32M - $1.77M
58.2K $1.53B
ICFI
Icf International, Inc.

Industrials
17.8K
New
$77.68 - $133.28 $1.38M - $2.37M
17.8K $1.51B
EAT
Brinker International, Inc

Consumer Cyclical
10.1K
New
$133.46 - $189.14 $1.35M - $1.91M
10.1K $1.51B
RELY
Remitly Global, Inc.

Technology
71.7K
New
$19.49 - $27.14 $1.4M - $1.95M
71.7K $1.49B
OMC
Omnicom Group Inc.

Communication Services
17.9K
New
$79.43 - $88.34 $1.43M - $1.58M
17.9K $1.49B
FCNCA
First Citizens Bancshares Inc

Financial Services
794
New
$1728.36 - $2231.14 $1.37M - $1.77M
794 $1.47B
NWS
News Corp New Cl B Com Stk (De

Communication Services
48.5K
New
$29.66 - $35.0 $1.44M - $1.7M
48.5K $1.47B
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
48.6K
New
$22.39 - $33.23 $1.09M - $1.61M
48.6K $1.47B
AMCR
Amcor PLC

Consumer Cyclical
151K
New
$9.33 - $10.39 $1.41M - $1.57M
151K $1.46B
SPOT
Spotify Technology S.A.

Communication Services
2.64K
New
$457.79 - $648.32 $1.21M - $1.71M
2.64K $1.45B
GVA
Granite Construction Inc

Industrials
19.2K
New
$70.98 - $94.81 $1.36M - $1.82M
19.2K $1.45B
AVPT
Ave Point, Inc.

Technology
100K
New
$13.5 - $19.8 $1.35M - $1.98M
100K $1.45B
MHO
M/I Homes, Inc.

Consumer Cyclical
12.7K
New
$113.46 - $138.33 $1.44M - $1.75M
12.7K $1.45B
OKTA
Okta, Inc.

Technology
13.7K
New
$78.83 - $116.72 $1.08M - $1.6M
13.7K $1.44B
ESLT
Elbit Systems LTD

Industrials
3.76K
New
$261.47 - $413.0 $983K - $1.55M
3.76K $1.44B
GWRE
Guidewire Software, Inc.

Technology
7.67K
New
$166.74 - $218.22 $1.28M - $1.67M
7.67K $1.44B
TTC
Toro CO

Industrials
19.7K
New
$71.86 - $87.28 $1.42M - $1.72M
19.7K $1.44B
MELI
Mercadolibre Inc

Consumer Cyclical
734
New
$1739.0 - $2260.0 $1.28M - $1.66M
734 $1.43B
CNXC
Concentrix Corp

Technology
25.7K
New
$42.45 - $65.04 $1.09M - $1.67M
25.7K $1.43B
HUBB
Hubbell Inc

Industrials
4.33K
New
$330.91 - $456.86 $1.43M - $1.98M
4.33K $1.43B
AI
C3.Ai, Inc.

Technology
67.9K
New
$20.92 - $36.93 $1.42M - $2.51M
67.9K $1.43B
AA
Alcoa Corp

Basic Materials
46.9K
New
$30.5 - $39.53 $1.43M - $1.85M
46.9K $1.43B
FBP
First Bancorp

Financial Services
74.4K
New
$17.43 - $21.08 $1.3M - $1.57M
74.4K $1.43B
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
31.5K
New
$41.32 - $53.16 $1.3M - $1.67M
31.5K $1.42B
RL
Ralph Lauren Corp

Consumer Cyclical
6.32K
New
$215.68 - $286.74 $1.36M - $1.81M
6.32K $1.39B
TRN
Trinity Industries Inc

Industrials
49.6K
New
$28.06 - $39.45 $1.39M - $1.96M
49.6K $1.39B
ALGN
Align Technology Inc

Healthcare
8.75K
New
$158.86 - $234.89 $1.39M - $2.05M
8.75K $1.39B
DKNG
Draft Kings Inc.

Consumer Cyclical
40.5K
New
$33.21 - $53.49 $1.35M - $2.17M
40.5K $1.35B
W
Wayfair Inc.

Consumer Cyclical
41.4K
New
$30.07 - $50.1 $1.24M - $2.07M
41.4K $1.33B
BROS
Dutch Bros Inc.

Consumer Cyclical
20.8K
New
$55.77 - $85.37 $1.16M - $1.78M
20.8K $1.29B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.99K
New
$634.14 - $744.83 $1.26M - $1.48M
1.99K $1.26B
AUB
Atlantic Union Bankshares Corp

Financial Services
40.1K
New
$30.68 - $39.07 $1.23M - $1.57M
40.1K $1.25B
BCC
Boise Cascade CO

Basic Materials
12.1K
New
$96.38 - $129.12 $1.17M - $1.56M
12.1K $1.19B
BMI
Badger Meter Inc

Technology
6.22K
New
$189.49 - $221.51 $1.18M - $1.38M
6.22K $1.18B
UAL
United Airlines Holdings, Inc.

Industrials
17.1K
New
$69.05 - $110.52 $1.18M - $1.89M
17.1K $1.18B
NVT
N Vent Electric PLC

Industrials
22.1K
New
$52.42 - $75.4 $1.16M - $1.67M
22.1K $1.16B
NET
Cloudflare, Inc.

Technology
10.3K
New
$110.71 - $176.5 $1.13M - $1.81M
10.3K $1.16B
NSSC
Napco Security Technologies, Inc

Industrials
50K
New
$23.02 - $37.2 $1.15M - $1.86M
50K $1.15B
CRAI
Cra International, Inc.

Industrials
6.43K
New
$172.33 - $210.97 $1.11M - $1.36M
6.43K $1.11B
IRTC
I Rhythm Technologies, Inc.

Healthcare
10.3K
New
$89.44 - $119.44 $922K - $1.23M
10.3K $1.08B
MTRN
Materion Corp

Basic Materials
13.1K
New
$81.6 - $104.14 $1.07M - $1.37M
13.1K $1.07B
TNDM
Tandem Diabetes Care Inc

Healthcare
55.4K
New
$17.89 - $37.53 $991K - $2.08M
55.4K $1.06B
EZPW
Ezcorp Inc

Financial Services
71.7K
New
$11.82 - $15.0 $847K - $1.07M
71.7K $1.05B
DASH
Door Dash, Inc.

Communication Services
5.46K
New
$168.37 - $213.38 $919K - $1.17M
5.46K $998M
WINA
Winmark Corp

Consumer Cyclical
3.04K
New
$304.11 - $396.66 $925K - $1.21M
3.04K $967M
PTLO
Portillo'S Inc.

Consumer Cyclical
81.1K
New
$9.2 - $15.39 $746K - $1.25M
81.1K $965M
SXC
Sun Coke Energy, Inc.

Basic Materials
104K
New
$8.95 - $10.57 $935K - $1.1M
104K $961M
Activity Summary
Buys All Purchases 181 New Holdings 150 Increased Positions 31 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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