Semanteon Capital Management, LP
NEWTON MA · SEC CIK 0001738809
$745.04万2026Q1 申报市值
42持仓数
27.8%前十大占比 · 第一大 2.9%
37 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IAG 新建仓+$21.26万
PAAS 新建仓+$21.19万
TWST 新建仓+$20.91万
HWKN 新建仓+$20.71万
RUN 新建仓+$20.58万
2026Q1 卖出最多 按季末市值估算
VFC 重新持有-$47.61万
NORTHFIELD BANCO 重新持有-$10.68万
WEN 清仓-$10.09万
WU 清仓-$10.00万
MDXG 清仓-$9.87万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IAG | IAMGOLD CORP | $21.26万 | 2.85% | 11,299 | 11,299 | — | $21.26万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $21.19万 | 2.84% | 3,878 | 3,878 | — | $21.19万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $20.91万 | 2.81% | 4,400 | 4,400 | — | $20.91万 | 新建仓 |
| HWKN | HAWKINS INC | $20.71万 | 2.78% | 1,348 | 1,348 | — | $20.71万 | 新建仓 |
| RUN | SUNRUN INC | $20.58万 | 2.76% | 15,176 | 15,176 | — | $20.58万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $20.53万 | 2.76% | 1,001 | 1,001 | — | $20.53万 | 新建仓 |
| NWS | NEWS CORP NEW | $20.50万 | 2.75% | 7,191 | 7,191 | — | $20.50万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $20.48万 | 2.75% | 3,312 | 3,312 | — | $20.48万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $20.46万 | 2.75% | 4,076 | 4,076 | — | $20.46万 | 新建仓 |
| TER | TERADYNE INC | $20.40万 | 2.74% | 688 | 688 | — | $20.40万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $20.20万 | 2.71% | 5,562 | 5,562 | — | $20.20万 | 新建仓 |
| MTZ | MASTEC INC | $20.14万 | 2.70% | 626 | 626 | — | $20.14万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $20.14万 | 2.70% | 11,320 | 11,320 | — | $20.14万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.08万 | 2.69% | 711 | 711 | — | $20.08万 | 新建仓 |
| GOOG | ALPHABET INC | $20.05万 | 2.69% | 699 | 699 | — | $20.05万 | 新建仓 |
| DUOL | DUOLINGO INC | $20.05万 | 2.69% | 2,034 | 2,034 | — | $20.05万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $20.05万 | 2.69% | 15,281 | 15,281 | — | $20.05万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $20.02万 | 2.69% | 3,869 | 3,869 | — | $20.02万 | 新建仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $20.01万 | 2.69% | 5,070 | 5,070 | — | $20.01万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $20.00万 | 2.68% | 30,161 | 30,161 | — | $20.00万 | 新建仓 |
| VFC | V F CORP | $19.86万 | 2.67% | 11,690 | -28,024 | -70.6% | -$47.61万 | 重新持有 |
| KRNY | KEARNY FINL CORP MD | $19.48万 | 2.61% | 25,799 | -11,729 | -31.3% | -$8.86万 | 重新持有 |
| — | NORTHFIELD BANCORP INC DEL | $19.37万 | 2.60% | 14,309 | -7,890 | -35.5% | -$10.68万 | 重新持有 |
| DHT | DHT HOLDINGS INC | $19.18万 | 2.57% | 10,499 | 10,499 | — | $19.18万 | 新建仓 |
| FIGS | FIGS INC | $19.11万 | 2.56% | 12,936 | 12,936 | — | $19.11万 | 新建仓 |
| SONO | SONOS INC | $18.12万 | 2.43% | 13,520 | 13,520 | — | $18.12万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $18.09万 | 2.43% | 34,981 | 34,981 | — | $18.09万 | 新建仓 |
| — | FLUSHING FINL CORP | $17.85万 | 2.40% | 11,619 | 11,619 | — | $17.85万 | 新建仓 |
| LXU | LSB INDS INC | $17.84万 | 2.39% | 11,973 | 11,973 | — | $17.84万 | 新建仓 |
| — | SEANERGY MARITIME HLDGS CORP | $17.22万 | 2.31% | 13,337 | 13,337 | — | $17.22万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP | $17.10万 | 2.30% | 12,877 | 12,877 | — | $17.10万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $16.98万 | 2.28% | 12,253 | 12,253 | — | $16.98万 | 新建仓 |
| OOMA | OOMA INC | $15.09万 | 2.03% | 10,372 | 10,372 | — | $15.09万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $14.97万 | 2.01% | 25,552 | 25,552 | — | $14.97万 | 新建仓 |
| — | TASEKO MINES LTD | $14.30万 | 1.92% | 22,176 | 22,176 | — | $14.30万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $13.85万 | 1.86% | 10,256 | 10,256 | — | $13.85万 | 新建仓 |
| TG | TREDEGAR CORP | $13.00万 | 1.75% | 16,357 | 16,357 | — | $13.00万 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC | $12.31万 | 1.65% | 18,018 | 18,018 | — | $12.31万 | 新建仓 |
| RXST | RXSIGHT INC | $11.99万 | 1.61% | 19,461 | 19,461 | — | $11.99万 | 新建仓 |
| SG | SWEETGREEN INC | $7.45万 | 1.00% | 14,351 | -676 | -4.5% | -$3,508 | 减仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $7.25万 | 0.97% | 10,234 | -4,206 | -29.1% | -$2.98万 | 减仓 |
| — | ACV AUCTIONS INC | $6.89万 | 0.93% | 16,261 | 16,261 | — | $6.89万 | 新建仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -12,112 | -100.0% | -$10.09万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -10,736 | -100.0% | -$10.00万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -14,581 | -100.0% | -$9.87万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -17,475 | -100.0% | -$9.82万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,121 | -100.0% | -$8.84万 | 清仓 |
| AIOT | POWERFLEET INC | $0 | 0.00% | 0 | -11,114 | -100.0% | -$5.91万 | 清仓 |