Semanteon Capital Management, LP - Q12026 Holdings

Semanteon Capital Management, LP holds 42 stocks with a total portfolio value of $ 7.45M as of Q12026. In Q12026, Semanteon Capital Management, LP added 40 new positions, increased stakes in 0 stocks, reduced 2 holdings, and fully exited 6 positions. The largest holding is Iamgold Corp (IAG), representing 2.85% of the total portfolio.