Semanteon Capital Management, LP New Holdings in Q2 2025

Semanteon Capital Management, LP

  • $66.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DY
Dycom Industries Inc

Industrials
6.26K
New
$138.96 - $245.71 $869K - $1.54M
6.26K $1.53B
TMDX
Trans Medics Group, Inc.

Healthcare
11.2K
New
$67.67 - $143.04 $760K - $1.61M
11.2K $1.51B
KAI
Kadant Inc

Industrials
4.5K
New
$286.24 - $350.17 $1.29M - $1.57M
4.5K $1.43B
PCTY
Paylocity Holding Corp

Technology
7.7K
New
$172.54 - $201.04 $1.33M - $1.55M
7.7K $1.39B
CRM
Salesforce, Inc.

Technology
4.99K
New
$236.26 - $291.15 $1.18M - $1.45M
4.99K $1.36B
CLX
Clorox CO

Consumer Defensive
11K
New
$118.01 - $148.69 $1.3M - $1.64M
11K $1.32B
CW
Curtiss Wright Corp

Industrials
2.69K
New
$283.18 - $488.55 $760K - $1.31M
2.69K $1.31B
HUBS
Hubspot Inc

Technology
1.75K
New
$487.07 - $672.24 $854K - $1.18M
1.75K $976M
CVNA
Carvana Co.

Consumer Cyclical
2.82K
New
$162.57 - $345.64 $459K - $976K
2.82K $951M
CRUS
Cirrus Logic, Inc.

Technology
8.83K
New
$77.43 - $107.58 $683K - $949K
8.83K $920M
AVAV
Aero Vironment Inc

Industrials
3.07K
New
$111.65 - $284.95 $342K - $874K
3.07K $874M
TTWO
Take Two Interactive Software Inc

Communication Services
3.59K
New
$194.58 - $243.05 $699K - $873K
3.59K $872M
DUOL
Duolingo, Inc.

Technology
2.11K
New
$292.88 - $540.68 $618K - $1.14M
2.11K $865M
CHTR
Charter Communications, Inc.

Communication Services
1.98K
New
$321.68 - $427.25 $637K - $846K
1.98K $810M
WST
West Pharmaceutical Services Inc

Healthcare
3.56K
New
$190.39 - $227.7 $678K - $810K
3.56K $779M
A
Agilent Technologies, Inc.

Healthcare
6.32K
New
$99.29 - $120.52 $628K - $762K
6.32K $746M
CABO
Cable One, Inc.

Communication Services
5.27K
New
$126.05 - $276.15 $665K - $1.46M
5.27K $716M
SPSC
Sps Commerce Inc

Technology
5.25K
New
$121.61 - $152.67 $639K - $802K
5.25K $715M
ORCL
Oracle Corp

Technology
3.2K
New
$122.82 - $218.63 $393K - $700K
3.2K $700M
DIS
Walt Disney CO

Communication Services
5.34K
New
$81.72 - $124.01 $436K - $662K
5.34K $662M
POOL
Pool Corp

Industrials
2.01K
New
$285.0 - $325.66 $573K - $655K
2.01K $586M
VEEV
Veeva Systems Inc

Healthcare
1.88K
New
$209.39 - $289.94 $393K - $544K
1.88K $540M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4.21K
New
$99.46 - $129.39 $418K - $544K
4.21K $473M
MYRG
Myr Group Inc.

Industrials
2.58K
New
$101.85 - $182.61 $263K - $472K
2.58K $469M
CLMB
Climb Global Solutions Inc Com
4.26K
New
N/A
4.26K $456M
BDX
Becton Dickinson & CO

Healthcare
2.48K
New
$165.15 - $226.42 $410K - $562K
2.48K $427M
NEM
Newmont Corp

Basic Materials
6.98K
New
$44.18 - $59.46 $308K - $415K
6.98K $407M
MEDP
Medpace Holdings, Inc.

Healthcare
1.27K
New
$277.23 - $315.28 $353K - $401K
1.27K $399M
NFLX
Netflix Inc

Communication Services
294
New
$855.86 - $1339.13 $252K - $394K
294 $394M
TXN
Texas Instruments Inc

Technology
1.89K
New
N/A
1.89K $393M
OZK
Bank Ozk

Financial Services
8.11K
New
$37.58 - $47.34 $305K - $384K
8.11K $382M
USLM
United States Lime & Minerals Inc

Basic Materials
3.72K
New
$85.25 - $107.02 $317K - $398K
3.72K $371M
WIX
Wix.Com Ltd.

Technology
2.28K
New
$146.5 - $189.61 $334K - $432K
2.28K $361M
Dave Inc
1.33K
New
N/A
1.33K $358M
APO
Apollo Global Management, Inc.

Financial Services
2.46K
New
$108.68 - $145.07 $268K - $357K
2.46K $349M
AVNT
Avient Corp

Basic Materials
10.8K
New
$28.93 - $39.01 $312K - $420K
10.8K $348M
AYI
Acuity Brands Inc

Industrials
1.14K
New
$223.31 - $304.18 $255K - $348K
1.14K $341M
MLR
Miller Industries Inc

Consumer Cyclical
7.42K
New
$38.99 - $47.29 $289K - $351K
7.42K $330M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
5.37K
New
$35.11 - $63.01 $189K - $338K
5.37K $328M
VSEC
Vse Corp

Industrials
2.43K
New
$103.15 - $140.55 $251K - $341K
2.43K $318M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
6.24K
New
$34.1 - $47.63 $213K - $297K
6.24K $280M
PODD
Insulet Corp

Healthcare
872
New
$238.57 - $327.47 $208K - $286K
872 $274M
BASE
Couchbase, Inc.

Technology
10.5K
New
$13.44 - $24.58 $141K - $257K
10.5K $255M
ATI
Allegheny Technologies Inc

Industrials
2.87K
New
$41.97 - $86.8 $121K - $249K
2.87K $248M
TNC
Tennant CO

Industrials
3.2K
New
$68.18 - $81.07 $218K - $259K
3.2K $248M
CVX
Chevron Corp

Energy
1.71K
New
$133.73 - $168.51 $228K - $288K
1.71K $244M
EPAC
Enerpac Tool Group Corp

Industrials
5.93K
New
$37.39 - $46.15 $222K - $274K
5.93K $240M
WHR
Whirlpool Corp

Consumer Cyclical
2.34K
New
$75.71 - $101.42 $177K - $238K
2.34K $238M
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
New
$167.32 - $223.3 $179K - $239K
1.07K $235M
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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