Semanteon Capital Management, LP — 13F holdings

Semanteon Capital Management, LP reported 100 holdings worth $22.2M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. PL PLANET LABS PBC — $273K (1.2%)
2. APH AMPHENOL CORP NEW — $264K (1.2%)
3. AMD ADVANCED MICRO DEVICES INC — $263K (1.2%)
4. KRNY KEARNY FINL CORP MD — $260K (1.2%)
5. LOCO EL POLLO LOCO HLDGS INC — $260K (1.2%)
6. WSO WATSCO INC — $258K (1.2%)
7. CARE CARTER BANKSHARES INC — $257K (1.2%)
8. SKYW SKYWEST INC — $255K (1.2%)
9. HEI HEICO CORP NEW — $254K (1.1%)
10. NRIM NORTHRIM BANCORP INC — $253K (1.1%)