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 |
|---|---|---|---|---|---|---|---|---|
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -3,878 | -100.0% | -$21.19万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -4,400 | -100.0% | -$20.91万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$20.71万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -1,001 | -100.0% | -$20.53万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -3,312 | -100.0% | -$20.48万 | 清仓 |
| IFS | INTERCORP FINL SVCS INC | $0 | 0.00% | 0 | -4,076 | -100.0% | -$20.46万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -688 | -100.0% | -$20.40万 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -5,562 | -100.0% | -$20.20万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -2,034 | -100.0% | -$20.05万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -15,281 | -100.0% | -$20.05万 | 清仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $0 | 0.00% | 0 | -5,070 | -100.0% | -$20.01万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -11,690 | -100.0% | -$19.86万 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL | $0 | 0.00% | 0 | -14,309 | -100.0% | -$19.37万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -12,936 | -100.0% | -$19.11万 | 清仓 |
| SONO | SONOS INC | $0 | 0.00% | 0 | -13,520 | -100.0% | -$18.12万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -11,619 | -100.0% | -$17.85万 | 清仓 |
| FRST | PRIMIS FINANCIAL CORP | $0 | 0.00% | 0 | -12,877 | -100.0% | -$17.10万 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | 0.00% | 0 | -25,552 | -100.0% | -$14.97万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -22,176 | -100.0% | -$14.30万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | -10,256 | -100.0% | -$13.85万 | 清仓 |
| TG | TREDEGAR CORP | $0 | 0.00% | 0 | -16,357 | -100.0% | -$13.00万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -18,018 | -100.0% | -$12.31万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -19,461 | -100.0% | -$11.99万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -14,351 | -100.0% | -$7.45万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -16,261 | -100.0% | -$6.89万 | 清仓 |