Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cenovus Energy Inc. | CVE | 9.01K | $223.56K |
 Northrim BanCorp, Inc. | NRIM | 9.13K | $253.18K |
 Harmonic Inc. | HLIT | 10.19K | $166.44K |
 DHT Holdings, Inc. | DHT | 10.9K | $180.26K |
 Accel Entertainment, Inc. | ACEL | 10.96K | $138.14K |
 QuantumScape Corporation | QS | 12.05K | $91.14K |
 The Trade Desk, Inc. | TTD | 12.75K | $230.48K |
 Patterson-UTI Energy, Inc. | PTEN | 12.77K | $117.21K |
 Ooma, Inc. | OOMA | 13.04K | $250.53K |
 BellRing Brands, Inc. | BRBR | 13.18K | $170.5K |
 Centerra Gold Inc. | CGAU | 13.32K | $211.3K |
 Transocean Ltd. | RIG | 14.16K | $69.24K |
 Sunrun Inc. | RUN | 14.61K | $195.5K |
 El Pollo Loco Holdings, Inc. | LOCO | 15.32K | $259.81K |
 Iamgold Corporation | IAG | 15.58K | $246.77K |
 SandRidge Energy, Inc. | SD | 16.19K | $221.84K |
 Mativ Holdings, Inc. | MATV | 16.46K | $124.6K |
 LSB Industries, Inc. | LXU | 17.31K | $187.08K |
 Huntsman Corporation | HUN | 19.49K | $206.98K |
 Viemed Healthcare, Inc. | VMD | 19.87K | $226.53K |