Semanteon Capital Management, LP
NEWTON MA · SEC CIK 0001738809
$2,215.45万2026Q2 申报市值
100持仓数
11.7%前十大占比 · 第一大 1.2%
83 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PL 新建仓+$27.30万
APH 新建仓+$26.45万
AMD 新建仓+$26.26万
WSO 新建仓+$25.80万
CARE 新建仓+$25.71万
2026Q2 卖出最多 按季末市值估算
PAAS 清仓-$21.19万
TWST 清仓-$20.91万
HWKN 清仓-$20.71万
ONTO 清仓-$20.53万
DAR 清仓-$20.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $24.67万 | 1.11% | 593 | -33 | -5.3% | -$1.37万 | 减仓 |
| IAG | IAMGOLD CORP | $24.68万 | 1.11% | 15,579 | 4,280 | 37.9% | $6.78万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $24.71万 | 1.12% | 1,040 | 1,040 | — | $24.71万 | 新建仓 |
| CHMG | CHEMUNG FINL CORP | $24.90万 | 1.12% | 3,339 | 3,339 | — | $24.90万 | 新建仓 |
| COFS | CHOICEONE FINL SVCS INC | $24.93万 | 1.13% | 7,331 | 7,331 | — | $24.93万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $24.94万 | 1.13% | 36,567 | 36,567 | — | $24.94万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.97万 | 1.13% | 7,343 | 7,343 | — | $24.97万 | 新建仓 |
| PLOW | DOUGLAS DYNAMICS INC | $25.04万 | 1.13% | 4,641 | 4,641 | — | $25.04万 | 新建仓 |
| OOMA | OOMA INC | $25.05万 | 1.13% | 13,035 | 2,663 | 25.7% | $5.12万 | 加仓 |
| GH | GUARDANT HEALTH INC | $25.09万 | 1.13% | 1,672 | 1,672 | — | $25.09万 | 新建仓 |
| RPM | RPM INTL INC | $25.10万 | 1.13% | 2,258 | 2,258 | — | $25.10万 | 新建仓 |
| SMBK | SMARTFINANCIAL INC | $25.13万 | 1.13% | 5,356 | 5,356 | — | $25.13万 | 新建仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $25.23万 | 1.14% | 8,252 | 8,252 | — | $25.23万 | 新建仓 |
| AYI | ACUITY BRANDS INC | $25.24万 | 1.14% | 670 | 670 | — | $25.24万 | 新建仓 |
| SYY | SYSCO CORP | $25.27万 | 1.14% | 3,024 | 3,024 | — | $25.27万 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $25.32万 | 1.14% | 9,127 | 9,127 | — | $25.32万 | 新建仓 |
| HEI | HEICO CORP NEW | $25.36万 | 1.14% | 712 | 712 | — | $25.36万 | 新建仓 |
| SKYW | SKYWEST INC | $25.49万 | 1.15% | 2,566 | 2,566 | — | $25.49万 | 新建仓 |
| CARE | CARTER BANKSHARES INC | $25.71万 | 1.16% | 7,560 | 7,560 | — | $25.71万 | 新建仓 |
| WSO | WATSCO INC | $25.80万 | 1.16% | 619 | 619 | — | $25.80万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $25.98万 | 1.17% | 15,319 | 3,066 | 25.0% | $5.20万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $26.02万 | 1.17% | 27,505 | 1,706 | 6.6% | $1.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.26万 | 1.19% | 452 | 452 | — | $26.26万 | 新建仓 |
| APH | AMPHENOL CORP NEW | $26.45万 | 1.19% | 1,500 | 1,500 | — | $26.45万 | 新建仓 |
| PL | PLANET LABS PBC | $27.30万 | 1.23% | 8,239 | 8,239 | — | $27.30万 | 新建仓 |