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Disclosery

13F-HR filed by Semanteon Capital Management, LP

Semanteon Capital Management, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 42 holding rows worth $7,450,386.

Accession
0001738809-26-000003
Filer
CIK 1738809
Filed
2026-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 42 entries on the cover page, a total value of $7,450,386 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,450,386 with VALUE read as dollars as filed, 13F file number 028-23589. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
IAMGOLD CORP COM450913108Stock11,299$212,647dollars as filed
PAN AMERN SILVER CORP697900108COM3,878$211,855dollars as filed
TWIST BIOSCIENCE CORP90184D100COM4,400$209,088dollars as filed
HAWKINS INC420261109COM1,348$207,053dollars as filed
SUNRUN INC86771W105COM15,176$205,787dollars as filed
ONTO INNOVATION INC COM683344105Stock1,001$205,275dollars as filed
NEWS CORP NEW65249B208CL B7,191$205,015dollars as filed
DARLING INGREDIENTS INC COM237266101Stock3,312$204,847dollars as filed
INTERCORP FINL SVCS INCP5626F128SHS4,076$204,615dollars as filed
TERADYNE INC COM880770102Stock688$203,964dollars as filed
CRINETICS PHARMACEUTICALS INC COM22663K107Stock5,562$202,012dollars as filed
MASTEC INC COM576323109Stock626$201,409dollars as filed
CENTERRA GOLD INC COM152006102Stock11,320$201,383dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock711$200,765dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM699$200,515dollars as filed
DUOLINGO INC CL A COM26603R106Stock2,034$200,491dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK15,281$200,487dollars as filed
TECK RESOURCES LTD CL B878742204Stock3,869$200,221dollars as filed
TSAKOS ENERGY NAVIGATION COM UG9108L173SHS5,070$200,062dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock30,161$199,967dollars as filed
V F CORP COM918204108Stock11,690$198,613dollars as filed
KEARNY FINL CORP MD48716P108COM25,799$194,782dollars as filed
NORTHFIELD BANCORP INC66611T108COMMON STOCK14,309$193,744dollars as filed
DHT HOLDINGS INCY2065G121SHS NEW10,499$191,817dollars as filed
FIGS INC CLASS A30260D103COMMON STOCK12,936$191,065dollars as filed
SONOS INC83570H108COM13,520$181,168dollars as filed
ARCHER AVIATION INC03945R102COM CL A34,981$180,852dollars as filed
Flushing Financial Corp343873105Common Stock11,619$178,468dollars as filed
LSB INDS INC502160104COM11,973$178,398dollars as filed
SEANERGY MARITIME HOLD FY73760400FOREIGN ORDINARIES13,337$172,181dollars as filed
PRIMIS FINANCIAL CORP74167B109COMMON STOCK12,877$171,007dollars as filed
EL POLLO LOCO HOLDINGS INC268603107COMMON STOCK12,253$169,827dollars as filed
OOMA INC683416101COM10,372$150,913dollars as filed
NORDIC AMERICAN TANKERS LIMIG65773106COM25,552$149,735dollars as filed
TASEKO MINES LTD COM876511106Stock22,176$143,035dollars as filed
CRESCENT ENERGY COMPANY CL A COM44952J104Stock10,256$138,456dollars as filed
TREDEGAR CORP894650100COM16,357$130,038dollars as filed
CAMPING WORLD HLDGS INC CL A13462K109Stock18,018$123,063dollars as filed
RXSIGHT INC78349D107COM19,461$119,880dollars as filed
SWEETGREEN INC87043Q108COM CL A14,351$74,482dollars as filed
PANGAEA LOGISTICS SOLUTIONSG6891L105COMMON STOCK10,234$72,457dollars as filed
ACV AUCTIONS INC00091G104COM CL A16,261$68,947dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001738809-26-000003this filing2026-05-11acceptance time not in the bulk data set