account_balance

Investment manager · 13F filer · SEC CIK 1738809

Semanteon Capital Management, LP

Reported value$27Mas of Sep 30, 2026
Positions117 86 new, 69 sold out
Top 10 weight9.7%PANW alone is 1%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PANW Palo Alto Networks Inc 1.0% NewRARE Ultragenyx Pharmaceutical Inc. 1.0% NewRDVT Red Violet, Inc. 1.0% NewSMWB Similarweb Ltd. 1.0% NewCAKE Cheesecake Factory Inc 1.0% NewU Unity Software Inc. 1.0% NewPBF PBF Energy Inc. 1.0% NewDSGX Descartes Systems Group Inc 1.0% Added +3%LOCO El Pollo Loco Holdings, Inc. 1.0% Added +17%TECK Teck Resources Ltd 1.0% Trimmed −3%UPWK Upwork, Inc 1.0% NewGH Guardant Health, Inc. 1.0% Trimmed −14%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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