SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYO | 17K | $98.21K |
 | SG | 15K | $101.58K |
 | MDXG | 15K | $98.71K |
 | PANL | 14K | $99.35K |
 | WEN | 12K | $100.89K |
 | AIOT | 11K | $59.13K |
 | WU | 11K | $99.95K |
 | AMCR | 11K | $88.44K |
Payoneer Global Inc.
PAYO
Shares Held
17K
Value
$98.21K
Sweetgreen, Inc.
SG
Shares Held
15K
Value
$101.58K
MiMedx Group, Inc.
MDXG
Shares Held
15K
Value
$98.71K
Pangaea Logistics Solutions, Ltd.
PANL
Shares Held
14K
Value
$99.35K
The Wendy's Company
WEN
Shares Held
12K
Value
$100.89K
PowerFleet, Inc.
AIOT
Shares Held
11K
Value
$59.13K
The Western Union Company
WU
Shares Held
11K
Value
$99.95K
Amcor plc
AMCR
Shares Held
11K
Value
$88.44K