Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Archer Aviation Inc. | ACHR | 41.7K | $197.22K |
 Aurora Innovation, Inc. | AUR | 36.57K | $249.39K |
 Pangaea Logistics Solutions, Ltd. | PANL | 33.19K | $215.72K |
 Kearny Financial Corp. | KRNY | 27.5K | $260.2K |
 Tronox Holdings plc | TROX | 25.33K | $159.57K |
 Verra Mobility Corporation | VRRM | 22.06K | $93.74K |
 LifeStance Health Group, Inc. | LFST | 21.78K | $233.31K |
 Viemed Healthcare, Inc. | VMD | 19.87K | $226.53K |
 Huntsman Corporation | HUN | 19.49K | $206.98K |
 LSB Industries, Inc. | LXU | 17.31K | $187.08K |
 Mativ Holdings, Inc. | MATV | 16.46K | $124.6K |
 SandRidge Energy, Inc. | SD | 16.19K | $221.84K |
 Iamgold Corporation | IAG | 15.58K | $246.77K |
 El Pollo Loco Holdings, Inc. | LOCO | 15.32K | $259.81K |
 Sunrun Inc. | RUN | 14.61K | $195.5K |
 Transocean Ltd. | RIG | 14.16K | $69.24K |
 Centerra Gold Inc. | CGAU | 13.32K | $211.3K |
 BellRing Brands, Inc. | BRBR | 13.18K | $170.5K |
 Ooma, Inc. | OOMA | 13.04K | $250.53K |
 Patterson-UTI Energy, Inc. | PTEN | 12.77K | $117.21K |