Institutional Fund
Semanteon Capital Management, LP
Newton, MACIK 17388095 filings on record
Portfolio Value
$7.45M
Q1 2026
Holdings
42
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+898.4%
from $746.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Iamgold Corp2.9%
- Pan Amern Silver Corp2.8%
- Twist Bioscience Corp2.8%
- Hawkins Inc2.8%
- Sunrun Inc2.8%
- Onto Innovation Inc2.8%
- Other83.2%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iamgold Corp | 11.3K | $212.6K | 2.9% | +11.3K | New |
| 2 | Pan Amern Silver Corp | 3.9K | $211.9K | 2.8% | +3.9K | New |
| 3 | Twist Bioscience Corp | 4.4K | $209.1K | 2.8% | +4.4K | New |
| 4 | Hawkins Inc | 1.3K | $207.1K | 2.8% | +1.3K | New |
| 5 | Sunrun Inc | 15.2K | $205.8K | 2.8% | +15.2K | New |
| 6 | Onto Innovation Inc | 1.0K | $205.3K | 2.8% | +1.0K | New |
| 7 | News Corp New | 7.2K | $205.0K | 2.8% | +7.2K | New |
| 8 | Darling Ingredients Inc | 3.3K | $204.8K | 2.7% | +3.3K | New |
| 9 | Intercorp Finl Svcs Inc | 4.1K | $204.6K | 2.7% | +4.1K | New |
| 10 | Teradyne Inc | 688 | $204.0K | 2.7% | +688 | New |
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