SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXL | 95K | $569.44K |
 | SG | 70K | $559.05K |
 | BLZE | 54K | $501.19K |
 | MRTN | 53K | $566.72K |
 | CFFN | 52K | $328.77K |
 | GLDD | 47K | $568.57K |
 | HL | 47K | $571.43K |
 | MAX | 45K | $507.36K |
 | BCRX | 44K | $330.50K |
 | CAL | 43K | $563.90K |
 | NOV | 43K | $571.25K |
 | VFC | 40K | $573.07K |
 | ATEC | 38K | $559.64K |
 | VSH | 38K | $574.50K |
 | KRNY | 38K | $246.56K |
 | SBH | 35K | $567.26K |
 | MUX | 33K | $564.85K |
 | XERS | 33K | $268.01K |
 | AIOT | 31K | $162.94K |
 | ARCO | 31K | $208.70K |
American Axle & Manufacturing Holdings, Inc.
AXL
Shares Held
95K
Value
$569.44K
Sweetgreen, Inc.
SG
Shares Held
70K
Value
$559.05K
Backblaze, Inc.
BLZE
Shares Held
54K
Value
$501.19K
Marten Transport, Ltd.
MRTN
Shares Held
53K
Value
$566.72K
Capitol Federal Financial, Inc.
CFFN
Shares Held
52K
Value
$328.77K
Great Lakes Dredge & Dock Corporation
GLDD
Shares Held
47K
Value
$568.57K
Hecla Mining Company
HL
Shares Held
47K
Value
$571.43K
MediaAlpha, Inc.
MAX
Shares Held
45K
Value
$507.36K
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
44K
Value
$330.50K
Caleres, Inc.
CAL
Shares Held
43K
Value
$563.90K
NOV Inc.
NOV
Shares Held
43K
Value
$571.25K
V.F. Corporation
VFC
Shares Held
40K
Value
$573.07K
Alphatec Holdings, Inc.
ATEC
Shares Held
38K
Value
$559.64K
Vishay Intertechnology, Inc.
VSH
Shares Held
38K
Value
$574.50K
Kearny Financial Corp.
KRNY
Shares Held
38K
Value
$246.56K
Sally Beauty Holdings, Inc.
SBH
Shares Held
35K
Value
$567.26K
McEwen Mining Inc.
MUX
Shares Held
33K
Value
$564.85K
Xeris Biopharma Holdings, Inc.
XERS
Shares Held
33K
Value
$268.01K
PowerFleet, Inc.
AIOT
Shares Held
31K
Value
$162.94K
Arcos Dorados Holdings Inc.
ARCO
Shares Held
31K
Value
$208.70K