Semanteon Capital Management, LP Purchases in Q1 2025

Semanteon Capital Management, LP

  • $184 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
1.7K
New
$326.75 - $407.63 $555K - $692K
1.7K $560M
MLI
Mueller Industries Inc

Industrials
7.16K
New
$76.14 - $82.67 $545K - $592K
7.16K $545M
LDOS
Leidos Holdings, Inc.

Technology
3.92K
New
$126.82 - $161.11 $497K - $631K
3.92K $529M
SEMR
Se Mrush Holdings, Inc.

Technology
56K
New
$9.27 - $18.37 $520K - $1.03M
56K $523M
SLAB
Silicon Laboratories Inc.

Technology
4.64K
New
$112.57 - $158.7 $522K - $737K
4.64K $522M
ONON
On Holding Ag

Consumer Cyclical
11.9K
New
$43.92 - $63.62 $521K - $754K
11.9K $521M
WLDN
Willdan Group, Inc.

Industrials
12.6K
New
$30.88 - $43.06 $389K - $543K
12.6K $513M
VIAV
Viavi Solutions Inc.

Technology
44.9K
New
$9.71 - $12.8 $436K - $575K
44.9K $502M
GDYN
Grid Dynamics Holdings, Inc.

Technology
31.8K
New
$15.65 - $24.05 $498K - $765K
31.8K $498M
RACE
Ferrari N.V.

Consumer Cyclical
1.16K
New
$413.73 - $508.15 $478K - $587K
1.16K $494M
VREX
Varex Imaging Corp

Healthcare
39K
New
$11.52 - $15.2 $449K - $592K
39K $452M
SHBI
Shore Bancshares Inc

Financial Services
33K
New
$13.21 - $16.75 $435K - $552K
33K $446M
NPK
National Presto Industries Inc

Industrials
5.01K
New
$87.85 - $103.12 $440K - $516K
5.01K $440M
AVY
Avery Dennison Corp

Industrials
2.47K
New
$174.58 - $195.91 $431K - $484K
2.47K $440M
APOG
Apogee Enterprises, Inc.

Industrials
9.47K
New
$46.23 - $71.9 $438K - $681K
9.47K $439M
DOCS
Doximity, Inc.

Healthcare
7.53K
New
$49.71 - $83.14 $374K - $626K
7.53K $437M
FDX
Fedex Corp

Industrials
1.69K
New
$230.33 - $281.53 $389K - $476K
1.69K $412M
PBF
Pbf Energy Inc.

Energy
36.4K
+ 92.45%
$18.97 - $31.31 $690K - $1.14M
75.8K $1.45B
UHS
Universal Health Services Inc

Healthcare
2.07K
New
$163.99 - $193.27 $340K - $400K
2.07K $389M
JELD
Jeld Wen Holding, Inc.

Industrials
62.9K
New
$5.46 - $9.88 $343K - $621K
62.9K $375M
EXP
Eagle Materials Inc

Basic Materials
1.67K
New
$207.49 - $262.13 $347K - $438K
1.67K $371M
ICHR
Ichor Holdings, Ltd.

Technology
16.1K
New
$22.61 - $35.08 $365K - $566K
16.1K $365M
STN
Stantec Inc

Industrials
4.33K
New
$74.62 - $89.33 $323K - $387K
4.33K $359M
GOOG
Alphabet Inc.

Communication Services
2.23K
New
$156.06 - $207.71 $348K - $463K
2.23K $348M
TTEK
Tetra Tech Inc

Industrials
21.7K
+ 79.09%
$28.26 - $42.58 $612K - $923K
49.1K $1.44B
LKFN
Lakeland Financial Corp

Financial Services
5.77K
New
$59.44 - $69.54 $343K - $401K
5.77K $343M
TT
Trane Technologies PLC

Industrials
1.29K
+ 43.12%
$332.0 - $400.86 $429K - $518K
4.29K $1.44B
DHI
Horton D R Inc

Consumer Cyclical
2.56K
New
$125.29 - $147.65 $321K - $379K
2.56K $326M
SBSI
Southside Bancshares Inc

Financial Services
11.1K
New
$28.79 - $32.77 $320K - $364K
11.1K $322M
WERN
Werner Enterprises Inc

Industrials
10.1K
New
$29.25 - $38.23 $296K - $386K
10.1K $296M
DAC
Danaos Corp

Industrials
3.79K
New
$76.71 - $85.73 $291K - $325K
3.79K $296M
CHK
Chesapeake Energy Corp

Energy
2.58K
New
N/A
2.58K $288M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
36.5K
+ 316.22%
$7.67 - $12.44 $280K - $454K
48K $418M
ALGT
Allegiant Travel CO

Industrials
5.53K
New
$51.65 - $105.3 $286K - $583K
5.53K $286M
IRMD
Iradimed Corp

Healthcare
5.41K
New
$51.44 - $62.67 $278K - $339K
5.41K $284M
CTS
Cts Corp

Technology
6.77K
New
$41.45 - $52.95 $281K - $358K
6.77K $281M
CSWI
Csw Industrials, Inc.

Industrials
963
New
$283.77 - $396.86 $273K - $382K
963 $281M
MERC
Mercer International Inc.

Basic Materials
45.3K
New
$5.99 - $8.16 $272K - $370K
45.3K $279M
AFRM
Affirm Holdings, Inc.

Technology
6.15K
New
$43.7 - $80.98 $269K - $498K
6.15K $278M
MITK
Mitek Systems Inc

Technology
44.4K
+ 144.67%
$8.25 - $11.02 $366K - $489K
75K $619M
COUR
Coursera, Inc.

Consumer Defensive
39.5K
New
$6.66 - $9.69 $263K - $383K
39.5K $263M
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.17K
New
$80.05 - $137.75 $174K - $299K
2.17K $253M
CGNT
Cognyte Software Ltd.

Technology
32.5K
New
$7.8 - $10.97 $253K - $356K
32.5K $253M
FSLY
Fastly, Inc.

Technology
37.3K
New
$6.33 - $10.92 $236K - $407K
37.3K $236M
LXFR
Luxfer Holdings PLC

Industrials
19.9K
New
$11.56 - $14.71 $230K - $292K
19.9K $236M
SKYW
Skywest Inc

Industrials
2.68K
New
$81.46 - $120.92 $218K - $324K
2.68K $234M
HTBK
Heritage Commerce Corp

Financial Services
24.4K
New
$8.75 - $10.75 $214K - $262K
24.4K $232M
RDN
Radian Group Inc

Financial Services
6.91K
New
$30.6 - $34.58 $211K - $239K
6.91K $228M
IONS
Ionis Pharmaceuticals Inc

Healthcare
7.54K
New
$30.17 - $34.97 $228K - $264K
7.54K $228M
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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