Semanteon Capital Management, LP has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tronox Holdings PLC with a value of $1.27B, Parsons Corp with a value of $1.25B, Guidewire Software, Inc. with a value of $1.24B, Bellring Brands, Inc. with a value of $1.23B, and Power Integrations Inc with a value of $1.24B.
Examining the 13F form we can see an increase of $5.37B in the current position value, from $141B to 147B.
Semanteon Capital Management, LP is based out at Newton, MA
Below you can find more details about Semanteon Capital Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$147 Billion
Industrials: $28.8 Billion
Technology: $23.6 Billion
Consumer Cyclical: $22.6 Billion
Healthcare: $19.7 Billion
Basic Materials: $13.9 Billion
Energy: $13.7 Billion
Financial Services: $9.36 Billion
Consumer Defensive: $9.07 Billion
Other: $4.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
