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Semanteon Capital Management, LP · 13F 持仓分析
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Semanteon Capital Management, LP

No.9756 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2,215.4万
环比变动 Q1 2026
+$1,470.4万+197.4%
持仓股票数
100
新买入
83
加仓
12
减仓
5
清仓
25
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPLANET LABS PBC CLASS APL
1.23%$27.3万8,239股$00股+8,239股新买入
安费诺APH
1.19%$26.4万1,500股$00股+1,500股新买入
AMD超威AMD
1.19%$26.3万452股$00股+452股新买入
KEARNY FINL CORP MD COMKRNY
1.17%2.61%$26.0万2.8万股$19.5万2.6万股+1,706股+6.61%加仓
EL POLLO LOCO HLDGS INC COMLOCO
1.17%2.28%$26.0万1.5万股$17.0万1.2万股+3,066股+25.02%加仓
WWATSCOWSO
1.16%$25.8万619股$00股+619股新买入
CARTER BANKSHARESCARE
1.16%$25.7万7,560股$00股+7,560股新买入
SKYWESTSKYW
1.15%$25.5万2,566股$00股+2,566股新买入
HEICOHEI
1.14%$25.4万712股$00股+712股新买入
NNORTHRIM BANCORPNRIM
1.14%$25.3万9,127股$00股+9,127股新买入
SYSCO COMSYY
1.14%$25.3万3,024股$00股+3,024股新买入
CADENCE DESIGN SYSTEM COMAYI
1.14%$25.2万670股$00股+670股新买入
FFARMERS & MERCHANTS BANCORPFMAO
1.14%$25.2万8,252股$00股+8,252股新买入
SMARTFINANCIAL COM NEWSMBK
1.13%$25.1万5,356股$00股+5,356股新买入
RPM INTLRPM
1.13%$25.1万2,258股$00股+2,258股新买入
Guardant HealthGH
1.13%$25.1万1,672股$00股+1,672股新买入
OOMA INC COMOOMA
1.13%2.03%$25.1万1.3万股$15.1万1.0万股+2,663股+25.67%加仓
DDOUGLAS DYNAMICSPLOW
1.13%$25.0万4,641股$00股+4,641股新买入
ChipotleCMG
1.13%$25.0万7,343股$00股+7,343股新买入
AURORA INNOVATION INC CLASS AAUR
1.13%$24.9万3.7万股$00股+3.7万股新买入
CCHOICEONE FINANCIA COMCOFS
1.13%$24.9万7,331股$00股+7,331股新买入
CCHEMUNG FINL CORP COMCHMG
1.12%$24.9万3,339股$00股+3,339股新买入
卡地纳健康CAH
1.12%$24.7万1,040股$00股+1,040股新买入
IIAMGOLDIAG
1.11%2.85%$24.7万1.6万股$21.3万1.1万股+4,280股+37.88%加仓
MMASTECMTZ
1.11%2.7%$24.7万593股$20.1万626股-33股-5.27%减仓
Jack Henry & Associates, IncJKHY
1.11%$24.6万1,786股$00股+1,786股新买入
XPELXPEL
1.11%$24.5万4,936股$00股+4,936股新买入
ACNB CORP COMACNB
1.1%$24.5万4,121股$00股+4,121股新买入
TOOTSIE ROLL INDSTR
1.1%$24.4万6,170股$00股+6,170股新买入
T赛默飞世尔TMO
1.1%$24.3万485股$00股+485股新买入
DONALDSONDCI
1.1%$24.3万2,706股$00股+2,706股新买入
CCONCRETE PUMPING HLDGS INC COMBBCP
1.1%$24.3万2.0万股$00股+2.0万股新买入
TECK RESOURCESTECK
1.09%2.69%$24.1万4,051股$20.0万3,869股+182股+4.70%加仓
AAlphabet Inc Class CGOOG
1.08%2.69%$24.0万678股$20.1万699股-21股-3.00%减仓
SOUTHERN FIRST BANCSHARES COMSFST
1.07%$23.7万3,883股$00股+3,883股新买入
慧与HPEHPE
1.07%$23.7万5,253股$00股+5,253股新买入
NNATURAL GAS SVCS GROUP INC COMNGS
1.06%$23.6万5,468股$00股+5,468股新买入
SENECA FOODS NEWSENEA
1.06%$23.6万1,356股$00股+1,356股新买入
KEYSIGHT TECHNOLOGIESKEYS
1.06%2.69%$23.6万673股$20.1万711股-38股-5.34%减仓
CHURCHILL DOWNSCHDN
1.06%$23.6万2,628股$00股+2,628股新买入
TG THERAPEUTICSTGTX
1.06%$23.5万4,275股$00股+4,275股新买入
UNITY BANCORP INC COMUNTY
1.06%$23.4万3,992股$00股+3,992股新买入
EEVERFORTHEFOR
1.06%$23.4万1.3万股$00股+1.3万股新买入
DAKTRONICSDAKT
1.06%$23.4万1.2万股$00股+1.2万股新买入
BANK OZK LITTLE ROCK ARKOZK
1.05%$23.3万4,480股$00股+4,480股新买入
LLIFESTANCE HEALTHLFST
1.05%$23.3万2.2万股$00股+2.2万股新买入
BroadridgeBR
1.05%$23.3万1,702股$00股+1,702股新买入
FIRST FINL BANKSHARESFFIN
1.05%$23.3万6,729股$00股+6,729股新买入
CCONSTELLIUMCSTM
1.05%$23.3万7,299股$00股+7,299股新买入
德州仪器TXN
1.05%$23.2万780股$00股+780股新买入

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