Semanteon Capital Management, LP Portfolio Holdings
Semanteon Capital Management, LP
- $79.7 Billion
- Q3 2025
Semanteon Capital Management, LP has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $79.7 Billion distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bloom Energy Corp with a value of $594M, 1 St Source Corp with a value of $570M, Confluent, Inc. with a value of $573M, Apa Corp with a value of $572M, and Apollo Global Management, Inc. with a value of $573M.
Examining the 13F form we can see an increase of $13.4B in the current position value, from $66.3B to 79.7B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 173
- Current Value $79.7 Billion
- Prior Value $66.3 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 146 stocks
- Additional Purchases 12 stocks
- Sold out of 0 stocks
- Reduced holdings in 15 stocks