Semanteon Capital Management, LP Reduced Holdings in Q2 2025

Semanteon Capital Management, LP

  • $66.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CE
Celanese Corp

Basic Materials
-21.6K
- 81.13%
$37.49 - $59.36 $810K - $1.28M
5.03K $278M
TTEK
Tetra Tech Inc

Industrials
-38.3K
- 78.04%
$28.01 - $36.25 $1.07M - $1.39M
10.8K $387M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-12.5K
- 60.81%
$51.73 - $71.41 $647K - $894K
8.07K $427M
ATEC
Alphatec Holdings, Inc.

Healthcare
-91.7K
- 89.62%
$9.43 - $13.03 $865K - $1.19M
10.6K $118M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.12K
- 56.57%
$483.07 - $625.6 $542K - $703K
862 $453M
TT
Trane Technologies PLC

Industrials
-2.77K
- 64.6%
$315.21 - $437.41 $873K - $1.21M
1.52K $664M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-5.25K
- 71.88%
$111.46 - $136.93 $585K - $718K
2.05K $233M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-9.05K
- 61.99%
$87.64 - $143.29 $793K - $1.3M
5.55K $795M
SHOP
Shopify Inc.

Technology
-6.93K
- 62.53%
$76.89 - $115.35 $533K - $799K
4.15K $479M
WLDN
Willdan Group, Inc.

Industrials
-9.28K
- 73.65%
$36.9 - $62.51 $343K - $580K
3.32K $208M
ONON
On Holding Ag

Consumer Cyclical
-5.15K
- 43.44%
$37.65 - $60.68 $194K - $313K
6.71K $349M
CRAI
Cra International, Inc.

Industrials
-1.18K
- 18.3%
$160.48 - $195.43 $189K - $230K
5.25K $984M
RACE
Ferrari N.V.

Consumer Cyclical
-400
- 34.63%
$397.86 - $499.02 $159K - $200K
755 $371M
CTAS
Cintas Corp

Industrials
-1.04K
- 13.86%
$190.11 - $227.66 $197K - $236K
6.45K $1.44B
CNC
Centene Corp

Healthcare
-764
- 10.83%
$53.4 - $64.29 $40.8K - $49.1K
6.29K $342M
GWRE
Guidewire Software, Inc.

Technology
-1.92K
- 25.05%
$172.73 - $257.37 $332K - $495K
5.75K $1.35B
UHAL
Amerco

Industrials
-95
- 0.86%
$58.65 - $67.88 $5.57K - $6.45K
11K $663M
FCNCA
First Citizens Bancshares Inc

Financial Services
-51
- 6.42%
$1561.69 - $1966.55 $79.6K - $100K
743 $1.45B
LRN
Stride, Inc.

Consumer Defensive
-1.63K
- 13.9%
$124.45 - $160.72 $203K - $262K
10.1K $1.46B
HEI
Heico Corp

Industrials
-1.07K
- 18.49%
$236.44 - $328.0 $252K - $350K
4.7K $1.54B
CYBR
Cyber Ark Software Ltd.

Technology
-678
- 15.26%
$305.98 - $406.88 $207K - $276K
3.77K $1.53B
SEB
Seaboard Corp

Industrials
-1
- 0.32%
$2459.69 - $2911.09 $2.46K - $2.91K
312 $893M
MELI
Mercadolibre Inc

Consumer Cyclical
-167
- 22.75%
$1794.73 - $2613.63 $300K - $436K
567 $1.48B
ESLT
Elbit Systems LTD

Industrials
-360
- 9.57%
$364.73 - $454.9 $131K - $164K
3.4K $1.53B
RL
Ralph Lauren Corp

Consumer Cyclical
-822
- 13.01%
$182.34 - $286.22 $150K - $235K
5.5K $1.51B
IRTC
I Rhythm Technologies, Inc.

Healthcare
-360
- 3.49%
$96.84 - $154.71 $34.9K - $55.7K
9.95K $1.53B
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
Track This Portfolio

Track Semanteon Capital Management, LP Portfolio

Follow Semanteon Capital Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Semanteon Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Semanteon Capital Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email