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 |
|---|---|---|---|---|---|---|---|---|
| PL | PLANET LABS PBC | $27.30万 | 1.23% | 8,239 | 8,239 | — | $27.30万 | 新建仓 |
| APH | AMPHENOL CORP NEW | $26.45万 | 1.19% | 1,500 | 1,500 | — | $26.45万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.26万 | 1.19% | 452 | 452 | — | $26.26万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $26.02万 | 1.17% | 27,505 | 1,706 | 6.6% | $1.61万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $25.98万 | 1.17% | 15,319 | 3,066 | 25.0% | $5.20万 | 加仓 |
| WSO | WATSCO INC | $25.80万 | 1.16% | 619 | 619 | — | $25.80万 | 新建仓 |
| CARE | CARTER BANKSHARES INC | $25.71万 | 1.16% | 7,560 | 7,560 | — | $25.71万 | 新建仓 |
| SKYW | SKYWEST INC | $25.49万 | 1.15% | 2,566 | 2,566 | — | $25.49万 | 新建仓 |
| HEI | HEICO CORP NEW | $25.36万 | 1.14% | 712 | 712 | — | $25.36万 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $25.32万 | 1.14% | 9,127 | 9,127 | — | $25.32万 | 新建仓 |
| SYY | SYSCO CORP | $25.27万 | 1.14% | 3,024 | 3,024 | — | $25.27万 | 新建仓 |
| AYI | ACUITY BRANDS INC | $25.24万 | 1.14% | 670 | 670 | — | $25.24万 | 新建仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $25.23万 | 1.14% | 8,252 | 8,252 | — | $25.23万 | 新建仓 |
| SMBK | SMARTFINANCIAL INC | $25.13万 | 1.13% | 5,356 | 5,356 | — | $25.13万 | 新建仓 |
| RPM | RPM INTL INC | $25.10万 | 1.13% | 2,258 | 2,258 | — | $25.10万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $25.09万 | 1.13% | 1,672 | 1,672 | — | $25.09万 | 新建仓 |
| OOMA | OOMA INC | $25.05万 | 1.13% | 13,035 | 2,663 | 25.7% | $5.12万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $25.04万 | 1.13% | 4,641 | 4,641 | — | $25.04万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.97万 | 1.13% | 7,343 | 7,343 | — | $24.97万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $24.94万 | 1.13% | 36,567 | 36,567 | — | $24.94万 | 新建仓 |
| COFS | CHOICEONE FINL SVCS INC | $24.93万 | 1.13% | 7,331 | 7,331 | — | $24.93万 | 新建仓 |
| CHMG | CHEMUNG FINL CORP | $24.90万 | 1.12% | 3,339 | 3,339 | — | $24.90万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $24.71万 | 1.12% | 1,040 | 1,040 | — | $24.71万 | 新建仓 |
| IAG | IAMGOLD CORP | $24.68万 | 1.11% | 15,579 | 4,280 | 37.9% | $6.78万 | 加仓 |
| MTZ | MASTEC INC | $24.67万 | 1.11% | 593 | -33 | -5.3% | -$1.37万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $24.60万 | 1.11% | 1,786 | 1,786 | — | $24.60万 | 新建仓 |
| XPEL | XPEL INC | $24.48万 | 1.11% | 4,936 | 4,936 | — | $24.48万 | 新建仓 |
| ACNB | ACNB CORP | $24.47万 | 1.10% | 4,121 | 4,121 | — | $24.47万 | 新建仓 |
| TR | TOOTSIE ROLL INDS INC | $24.40万 | 1.10% | 6,170 | 6,170 | — | $24.40万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.32万 | 1.10% | 485 | 485 | — | $24.32万 | 新建仓 |
| DCI | DONALDSON INC | $24.29万 | 1.10% | 2,706 | 2,706 | — | $24.29万 | 新建仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $24.29万 | 1.10% | 20,157 | 20,157 | — | $24.29万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $24.09万 | 1.09% | 4,051 | 182 | 4.7% | $1.08万 | 加仓 |
| GOOG | ALPHABET INC | $23.96万 | 1.08% | 678 | -21 | -3.0% | -$7,420 | 减仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $23.73万 | 1.07% | 3,883 | 3,883 | — | $23.73万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.70万 | 1.07% | 5,253 | 5,253 | — | $23.70万 | 新建仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $23.59万 | 1.06% | 5,468 | 5,468 | — | $23.59万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $23.59万 | 1.06% | 1,356 | 1,356 | — | $23.59万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.56万 | 1.06% | 673 | -38 | -5.3% | -$1.33万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $23.56万 | 1.06% | 2,628 | 2,628 | — | $23.56万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $23.49万 | 1.06% | 4,275 | 4,275 | — | $23.49万 | 新建仓 |
| UNTY | UNITY BANCORP INC | $23.43万 | 1.06% | 3,992 | 3,992 | — | $23.43万 | 新建仓 |
| EFOR | ASGN INC | $23.42万 | 1.06% | 13,103 | 13,103 | — | $23.42万 | 新建仓 |
| DAKT | DAKTRONICS INC | $23.38万 | 1.06% | 11,955 | 11,955 | — | $23.38万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $23.34万 | 1.05% | 4,480 | 4,480 | — | $23.34万 | 新建仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $23.33万 | 1.05% | 21,784 | 21,784 | — | $23.33万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.31万 | 1.05% | 1,702 | 1,702 | — | $23.31万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $23.28万 | 1.05% | 6,729 | 6,729 | — | $23.28万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $23.26万 | 1.05% | 7,299 | 7,299 | — | $23.26万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.25万 | 1.05% | 780 | 780 | — | $23.25万 | 新建仓 |
| LRN | STRIDE INC | $23.24万 | 1.05% | 2,695 | 2,695 | — | $23.24万 | 新建仓 |
| NTR | NUTRIEN LTD | $23.21万 | 1.05% | 3,687 | 3,687 | — | $23.21万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.12万 | 1.04% | 462 | 462 | — | $23.12万 | 新建仓 |
| TTD | THE TRADE DESK INC | $23.05万 | 1.04% | 12,748 | 12,748 | — | $23.05万 | 新建仓 |
| NVT | NVENT ELECTRIC PLC | $23.03万 | 1.04% | 1,358 | 1,358 | — | $23.03万 | 新建仓 |
| CLX | CLOROX CO DEL | $22.95万 | 1.04% | 2,405 | 2,405 | — | $22.95万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $22.95万 | 1.04% | 2,591 | 2,591 | — | $22.95万 | 新建仓 |
| BHB | BAR HBR BANKSHARES | $22.88万 | 1.03% | 6,059 | 6,059 | — | $22.88万 | 新建仓 |
| NWS | NEWS CORP NEW | $22.74万 | 1.03% | 8,103 | 912 | 12.7% | $2.56万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $22.65万 | 1.02% | 19,871 | 19,871 | — | $22.65万 | 新建仓 |
| RMD | RESMED INC | $22.63万 | 1.02% | 1,161 | 1,161 | — | $22.63万 | 新建仓 |
| LPG | DORIAN LPG LTD | $22.62万 | 1.02% | 6,504 | 6,504 | — | $22.62万 | 新建仓 |
| DBX | DROPBOX INC | $22.57万 | 1.02% | 8,217 | 8,217 | — | $22.57万 | 新建仓 |
| LOW | LOWES COS INC | $22.49万 | 1.02% | 1,020 | 1,020 | — | $22.49万 | 新建仓 |
| CTAS | CINTAS CORP | $22.45万 | 1.01% | 1,320 | 1,320 | — | $22.45万 | 新建仓 |
| THO | THOR INDS INC | $22.40万 | 1.01% | 2,980 | 2,980 | — | $22.40万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $22.36万 | 1.01% | 9,011 | 9,011 | — | $22.36万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $22.32万 | 1.01% | 50 | 50 | — | $22.32万 | 新建仓 |
| GEN | GEN DIGITAL INC | $22.22万 | 1.00% | 8,929 | 8,929 | — | $22.22万 | 新建仓 |
| SD | SANDRIDGE ENERGY INC | $22.18万 | 1.00% | 16,193 | 16,193 | — | $22.18万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $21.97万 | 0.99% | 4,092 | 4,092 | — | $21.97万 | 新建仓 |
| — | SEANERGY MARITIME HLDGS CORP | $21.93万 | 0.99% | 16,330 | 2,993 | 22.4% | $4.02万 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $21.57万 | 0.97% | 33,187 | 22,953 | 224.3% | $14.92万 | 加仓 |
| AAON | AAON INC | $21.55万 | 0.97% | 1,699 | 1,699 | — | $21.55万 | 新建仓 |
| CPRT | COPART INC | $21.46万 | 0.97% | 7,613 | 7,613 | — | $21.46万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $21.45万 | 0.97% | 3,098 | 3,098 | — | $21.45万 | 新建仓 |
| DDS | DILLARDS INC | $21.35万 | 0.96% | 404 | 404 | — | $21.35万 | 新建仓 |
| INTU | INTUIT | $21.19万 | 0.96% | 812 | 812 | — | $21.19万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $21.13万 | 0.95% | 13,323 | 2,003 | 17.7% | $3.18万 | 加仓 |
| SMP | STANDARD MTR PRODS INC | $21.05万 | 0.95% | 5,402 | 5,402 | — | $21.05万 | 新建仓 |
| NUE | NUCOR CORP | $20.85万 | 0.94% | 936 | 936 | — | $20.85万 | 新建仓 |
| FRO | FRONTLINE PLC | $20.79万 | 0.94% | 5,975 | 5,975 | — | $20.79万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $20.70万 | 0.93% | 970 | 970 | — | $20.70万 | 新建仓 |
| HUN | HUNTSMAN CORP | $20.70万 | 0.93% | 19,490 | 19,490 | — | $20.70万 | 新建仓 |
| ATNI | ATN INTL INC | $20.37万 | 0.92% | 7,691 | 7,691 | — | $20.37万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $19.72万 | 0.89% | 41,696 | 6,715 | 19.2% | $3.18万 | 加仓 |
| RUN | SUNRUN INC | $19.55万 | 0.88% | 14,611 | -565 | -3.7% | -$7,560 | 减仓 |
| LXU | LSB INDS INC | $18.71万 | 0.84% | 17,306 | 5,333 | 44.5% | $5.76万 | 加仓 |
| DHT | DHT HOLDINGS INC | $18.03万 | 0.81% | 10,905 | 406 | 3.9% | $6,711 | 加仓 |
| BRBR | BELLRING BRANDS INC | $17.05万 | 0.77% | 13,176 | 13,176 | — | $17.05万 | 新建仓 |
| HLIT | HARMONIC INC | $16.64万 | 0.75% | 10,192 | 10,192 | — | $16.64万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $15.96万 | 0.72% | 25,328 | 25,328 | — | $15.96万 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $13.81万 | 0.62% | 10,955 | 10,955 | — | $13.81万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $13.34万 | 0.60% | 26,688 | 26,688 | — | $13.34万 | 新建仓 |
| MATV | MATIV HOLDINGS INC | $12.46万 | 0.56% | 16,460 | 16,460 | — | $12.46万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $12.20万 | 0.55% | 16,689 | 16,689 | — | $12.20万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $11.72万 | 0.53% | 12,768 | 12,768 | — | $11.72万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $9.37万 | 0.42% | 22,057 | 22,057 | — | $9.37万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $9.11万 | 0.41% | 12,055 | 12,055 | — | $9.11万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $6.92万 | 0.31% | 14,159 | -16,002 | -53.1% | -$7.83万 | 减仓 |