Semanteon Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Semanteon Capital Management, LP | Institutional Filer | ▲ 898.36% | $7.5M | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IAG | IAMGOLD Corporation | Basic Materials | 11K | $213K | 2.85% |
| 2 | PAAS | Pan American Silver Corp. | Basic Materials | 4K | $212K | 2.84% |
| 3 | TWST | Twist Bioscience Corporation | Healthcare | 4K | $209K | 2.81% |
| 4 | HWKN | Hawkins, Inc. | Basic Materials | 1K | $207K | 2.78% |
| 5 | RUN | Sunrun Inc. | Energy | 15K | $206K | 2.76% |
| 6 | ONTO | Onto Innovation Inc. | Technology | 1K | $205K | 2.76% |
| 7 | NWS | News Corporation | Communication Services | 7K | $205K | 2.75% |
| 8 | DAR | Darling Ingredients Inc. | Consumer Defensive | 3K | $205K | 2.75% |
| 9 | IFS | Intercorp Financial Services Inc. | Financial Services | 4K | $205K | 2.75% |
| 10 | TER | Teradyne, Inc. | Technology | 688 | $204K | 2.74% |
| 11 | CRNX | Crinetics Pharmaceuticals, Inc. | Healthcare | 6K | $202K | 2.71% |
| 12 | MTZ | MasTec, Inc. | Industrials | 626 | $201K | 2.70% |
| 13 | CGAU | Centerra Gold Inc. | Basic Materials | 11K | $201K | 2.70% |
| 14 | KEYS | Keysight Technologies, Inc. | Technology | 711 | $201K | 2.69% |
| 15 | GOOG | Alphabet Inc. | Technology | 699 | $201K | 2.69% |
Showing 1 to 15 of 42 holdings