Semanteon Capital Management as of March 31, 2026
Portfolio Holdings for Semanteon Capital Management
Semanteon Capital Management holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iamgold Corp (IAG) | 2.9 | $213k | 11k | 18.82 | |
| Pan American Silver Corp Can (PAAS) | 2.8 | $212k | 3.9k | 54.63 | |
| Twist Bioscience Corp (TWST) | 2.8 | $209k | 4.4k | 47.52 | |
| Hawkins (HWKN) | 2.8 | $207k | 1.3k | 153.60 | |
| Sunrun (RUN) | 2.8 | $206k | 15k | 13.56 | |
| Onto Innovation (ONTO) | 2.8 | $205k | 1.0k | 205.07 | |
| News Corp CL B (NWS) | 2.8 | $205k | 7.2k | 28.51 | |
| Darling International (DAR) | 2.7 | $205k | 3.3k | 61.85 | |
| Intercorp Finl Svcs SHS (IFS) | 2.7 | $205k | 4.1k | 50.20 | |
| Teradyne (TER) | 2.7 | $204k | 688.00 | 296.46 | |
| Crinetics Pharmaceuticals In (CRNX) | 2.7 | $202k | 5.6k | 36.32 | |
| MasTec (MTZ) | 2.7 | $201k | 626.00 | 321.74 | |
| Centerra Gold (CGAU) | 2.7 | $201k | 11k | 17.79 | |
| Keysight Technologies (KEYS) | 2.7 | $201k | 711.00 | 282.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $201k | 699.00 | 286.86 | |
| Duolingo Cl A Com (DUOL) | 2.7 | $201k | 2.0k | 98.57 | |
| Kyndryl Hldgs Common Stock (KD) | 2.7 | $201k | 15k | 13.12 | |
| Teck Resources CL B (TECK) | 2.7 | $200k | 3.9k | 51.75 | |
| Tsakos Energy Navigation SHS (TEN) | 2.7 | $200k | 5.1k | 39.46 | |
| Transocean Reg Shs (RIG) | 2.7 | $200k | 30k | 6.63 | |
| V.F. Corporation (VFC) | 2.7 | $199k | 12k | 16.99 | |
| Kearny Finl Corp Md (KRNY) | 2.6 | $195k | 26k | 7.55 | |
| Northfield Bancorp (NFBK) | 2.6 | $194k | 14k | 13.54 | |
| Dht Holdings Shs New (DHT) | 2.6 | $192k | 11k | 18.27 | |
| Figs Cl A (FIGS) | 2.6 | $191k | 13k | 14.77 | |
| Sonos (SONO) | 2.4 | $181k | 14k | 13.40 | |
| Archer Aviation Com Cl A (ACHR) | 2.4 | $181k | 35k | 5.17 | |
| Flushing Financial Corporation (FFIC) | 2.4 | $179k | 12k | 15.36 | |
| LSB Industries (LXU) | 2.4 | $178k | 12k | 14.90 | |
| Seanergy Maritime Hldgs Corp SHS (SHIP) | 2.3 | $172k | 13k | 12.91 | |
| Primis Financial Corp (FRST) | 2.3 | $171k | 13k | 13.28 | |
| Lo (LOCO) | 2.3 | $170k | 12k | 13.86 | |
| Ooma (OOMA) | 2.0 | $151k | 10k | 14.55 | |
| Nordic American Tanker Shippin (NAT) | 2.0 | $150k | 26k | 5.86 | |
| Taseko Cad (TGB) | 1.9 | $143k | 22k | 6.45 | |
| Crescent Energy Company Cl A Com (CRGY) | 1.9 | $139k | 10k | 13.50 | |
| Tredegar Corporation (TG) | 1.7 | $130k | 16k | 7.95 | |
| Camping World Hldgs Cl A (CWH) | 1.7 | $123k | 18k | 6.83 | |
| Rxsight (RXST) | 1.6 | $120k | 20k | 6.16 | |
| Sweetgreen Com Cl A (SG) | 1.0 | $75k | 14k | 5.19 | |
| Pangaea Logistics Solution L SHS (PANL) | 1.0 | $73k | 10k | 7.08 | |
| Acv Auctions Com Cl A (ACVA) | 0.9 | $69k | 16k | 4.24 |
