Semanteon Capital Management, LP Incresed Positions in Q2 2025

Semanteon Capital Management, LP

  • $66.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
6.38K
+ 286.27%
$146.58 - $180.01 $935K - $1.15M
8.61K $1.53B
WSO
Watsco Inc

Industrials
2.61K
+ 368.08%
$421.84 - $520.66 $1.1M - $1.36M
3.31K $1.46B
FDX
Fedex Corp

Industrials
4.74K
+ 280.47%
$198.07 - $245.17 $939K - $1.16M
6.43K $1.46B
CHH
Choice Hotels International Inc

Consumer Cyclical
6.67K
+ 137.56%
$117.49 - $134.0 $783K - $893K
11.5K $1.46B
TFX
Teleflex Inc

Healthcare
4.05K
+ 216.94%
$117.53 - $141.38 $476K - $572K
5.91K $700M
IONS
Ionis Pharmaceuticals Inc

Healthcare
1.99K
+ 26.42%
$25.51 - $40.0 $50.8K - $79.7K
9.54K $377M
LOGI
Logitech International S.A.

Technology
788
+ 29.57%
$65.57 - $90.16 $51.7K - $71K
3.45K $311M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
2.17K
+ 30.04%
$58.92 - $70.55 $128K - $153K
9.39K $594M
MOH
Molina Healthcare, Inc.

Healthcare
207
+ 10.27%
$290.25 - $353.24 $60.1K - $73.1K
2.22K $662M
NBN
Northeast Bk Lewiston Me Com

Financial Services
1
+ 0.02%
$80.61 - $92.41 $80.6 - $92.4
5.61K $499M
Activity Summary
Buys All Purchases 69 New Holdings 58 Increased Positions 11 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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