SEC Form 13F

Semanteon Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$22,154,481
Positions100

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PLANET LABS PBCPLCOM CL A$272,9588,239
AMPHENOL CORP NEWAPHCL A$264,4801,500
ADVANCED MICRO DEVICES INCAMDCOM$262,571452
KEARNY FINL CORP MDKRNYCOM$260,19727,505
EL POLLO LOCO HLDGS INCLOCOCOM$259,81015,319
WATSCO INCWSOCOM$257,956619
CARTER BANKSHARES INCCARECOM NEW$257,1167,560
SKYWEST INCSKYWCOM$254,8812,566
HEICO CORP NEWHEICOM$253,607712
NORTHRIM BANCORP INCNRIMCOM$253,1839,127

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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