Long-term investor
Semanteon Capital Management, LP @semanteoncapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001738809).
Record
- Tracked since 2025-06-30 (450 days), 576 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +21.9% · 1 year n/a · all +31.5%
- Max drawdown n/a · win rate 59% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PL · 1.2% · long · since 2026-06-30
- APH · 1.2% · long · since 2025-09-30
- AMD · 1.2% · long · since 2025-09-30
- KRNY · 1.2% · long · since 2025-09-30
- LOCO · 1.2% · long · since 2026-03-31
- WSO · 1.2% · long · since 2025-06-30
- CARE · 1.2% · long · since 2026-06-30
- SKYW · 1.2% · long · since 2025-09-30
- 422806109 · 1.1% · long · since 2025-06-30
- NRIM · 1.1% · long · since 2025-09-30
- SYY · 1.1% · long · since 2026-06-30
- 00508Y102 · 1.1% · long · since 2025-06-30