HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NUTANIX INC |
27,052 | +27,052 | $1,290 |
| NTNX | 27,052 | +27,052 | $1,290 |
| JOHNSON CTLS INTL PLC |
22,229 | +22,229 | $1,281 |
| JCI | 22,229 | +22,229 | $1,281 |
| CYBERARK SOFTWARE LTD |
5,831 | +5,831 | $1,277 |
| CYBR | 5,831 | +5,831 | $1,277 |
| ZSCALER INC |
5,752 | +5,752 | $1,274 |
| ZS | 5,752 | +5,752 | $1,274 |
| OKTA INC |
14,064 | +14,064 | $1,273 |
| OKTA | 14,064 | +14,064 | $1,273 |
| TREX CO INC |
15,378 | +15,378 | $1,273 |
| TREX | 15,378 | +15,378 | $1,273 |
| POLARIS INC |
13,402 | +13,402 | $1,270 |
| PII | 13,402 | +13,402 | $1,270 |
| SENSATA TECHNOLOGIES HLDG PL |
33,810 | +33,810 | $1,270 |
| ST | 33,810 | +33,810 | $1,270 |
| CROWDSTRIKE HLDGS INC |
4,971 | +4,971 | $1,269 |
| CRWD | 4,971 | +4,971 | $1,269 |
| SAREPTA THERAPEUTICS INC |
13,120 | +13,120 | $1,265 |
| SRPT | 13,120 | +13,120 | $1,265 |
| WIX COM LTD |
10,283 | +10,283 | $1,265 |
| WIX | 10,283 | +10,283 | $1,265 |
| INTERPUBLIC GROUP COS INC |
38,707 | +38,707 | $1,263 |
| IPG | 38,707 | +38,707 | $1,263 |
| STONECO LTD |
70,009 | +70,009 | $1,262 |
| STNE | 70,009 | +70,009 | $1,262 |
| TERADYNE INC |
11,617 | +11,617 | $1,261 |
| TER | 11,617 | +11,617 | $1,261 |
| NOVA LTD |
9,145 | +9,145 | $1,256 |
| NVMI | 9,145 | +9,145 | $1,256 |
| WORLD KINECT CORPORATION |
54,798 | +54,798 | $1,248 |
| WKC | 54,798 | +54,798 | $1,248 |
| HELIX ENERGY SOLUTIONS GRP I |
120,530 | +120,530 | $1,239 |
| HLX | 120,530 | +120,530 | $1,239 |
| VERACYTE INC |
44,989 | +44,989 | $1,238 |
| VCYT | 44,989 | +44,989 | $1,238 |
| VALERO ENERGY CORP |
9,488 | +9,488 | $1,233 |
| VLO | 9,488 | +9,488 | $1,233 |
| PENSKE AUTOMOTIVE GRP INC |
7,659 | +7,659 | $1,229 |
| PAG | 7,659 | +7,659 | $1,229 |
| KOHLS CORP |
42,772 | +42,772 | $1,227 |
| KSS | 42,772 | +42,772 | $1,227 |
| MCCORMICK & CO INC |
17,934 | +17,934 | $1,227 |
| MKC | 17,934 | +17,934 | $1,227 |
| CENTURY ALUM CO |
100,713 | +100,713 | $1,223 |
| CENX | 100,713 | +100,713 | $1,223 |
| EXPONENT INC |
13,774 | +13,774 | $1,213 |
| EXPO | 13,774 | +13,774 | $1,213 |
| ASPEN AEROGELS INC |
76,761 | +76,761 | $1,211 |
| ASPN | 76,761 | +76,761 | $1,211 |
| DORIAN LPG LTD |
27,539 | +27,539 | $1,208 |
| LPG | 27,539 | +27,539 | $1,208 |
| COGNEX CORP |
28,761 | +28,761 | $1,200 |
| CGNX | 28,761 | +28,761 | $1,200 |
| BADGER METER INC |
7,745 | +7,745 | $1,196 |
| BMI | 7,745 | +7,745 | $1,196 |
| AGILYSYS INC |
14,086 | +14,086 | $1,195 |
| AGYS | 14,086 | +14,086 | $1,195 |
| GENPACT LIMITED |
34,345 | +34,345 | $1,192 |
| G | 34,345 | +34,345 | $1,192 |
| O I GLASS INC |
72,720 | +72,720 | $1,191 |
| OI | 72,720 | +72,720 | $1,191 |
| FRANCO NEV CORP |
10,730 | +10,730 | $1,189 |
| FNV | 10,730 | +10,730 | $1,189 |
| CNX RES CORP |
58,942 | +58,942 | $1,179 |
| CNX | 58,942 | +58,942 | $1,179 |
| TEREX CORP NEW |
20,495 | +20,495 | $1,178 |
| TEX | 20,495 | +20,495 | $1,178 |
| BLUEPRINT MEDICINES CORP |
12,758 | +12,758 | $1,177 |
| BPMC | 12,758 | +12,758 | $1,177 |
| WAYFAIR INC |
19,070 | +19,070 | $1,177 |
| W | 19,070 | +19,070 | $1,177 |
| INTERNATIONAL GAME TECHNOLOG |
42,896 | +42,896 | $1,176 |
| IGT | 42,896 | +42,896 | $1,176 |
| COPART INC |
23,954 | +23,954 | $1,174 |
| CPRT | 23,954 | +23,954 | $1,174 |
| AIR PRODS & CHEMS INC |
4,282 | +4,282 | $1,172 |
| APD | 4,282 | +4,282 | $1,172 |
| HURON CONSULTING GROUP INC |
11,342 | +11,342 | $1,166 |
| HURN | 11,342 | +11,342 | $1,166 |
| PHOTRONICS INC |
37,181 | +37,181 | $1,166 |
| PLAB | 37,181 | +37,181 | $1,166 |
| LEGGETT & PLATT INC |
44,530 | +44,530 | $1,165 |
| LEG | 44,530 | +44,530 | $1,165 |
| AXON ENTERPRISE INC |
4,507 | +4,507 | $1,164 |
| AXON | 4,507 | +4,507 | $1,164 |
| COPA HOLDINGS SA |
10,940 | +10,940 | $1,163 |
| CPA | 10,940 | +10,940 | $1,163 |
| APPLE INC |
6,038 | +6,038 | $1,162 |
| AAPL | 6,038 | +6,038 | $1,162 |
| GREEN PLAINS INC |
46,064 | +46,064 | $1,162 |
| GPRE | 46,064 | +46,064 | $1,162 |
| SYNOPSYS INC |
2,254 | +2,254 | $1,161 |
| SNPS | 2,254 | +2,254 | $1,161 |
| ROLLINS INC |
26,534 | +26,534 | $1,159 |
| ROL | 26,534 | +26,534 | $1,159 |
| FIRST CTZNS BANCSHARES INC N (FCNCA) |
816 | +816 | $1,158 |
| FCNCA | 816 | +816 | $1,158 |
| ATRICURE INC |
32,305 | +32,305 | $1,153 |
| ATRC | 32,305 | +32,305 | $1,153 |
See Full List: All Stocks Held By Semanteon Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Semanteon Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $148,081 At 09/30/2023: $0 Semanteon Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Semanteon Capital Management LP 13F filings. Link to 13F filings: SEC filings |
