0001738809-24-000003.txt : 20240730
0001738809-24-000003.hdr.sgml : 20240730
20240730102307
ACCESSION NUMBER: 0001738809-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240730
DATE AS OF CHANGE: 20240730
EFFECTIVENESS DATE: 20240730
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Semanteon Capital Management, LP
CENTRAL INDEX KEY: 0001738809
ORGANIZATION NAME:
IRS NUMBER: 821989621
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23589
FILM NUMBER: 241155282
BUSINESS ADDRESS:
STREET 1: 580 WASHINGTON ST., SUITE C
CITY: NEWTON
STATE: MA
ZIP: 02458
BUSINESS PHONE: 6172130162
MAIL ADDRESS:
STREET 1: 580 WASHINGTON ST., SUITE C
CITY: NEWTON
STATE: MA
ZIP: 02458
13F-HR
1
primary_doc.xml
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0001738809
XXXXXXXX
06-30-2024
06-30-2024
false
Semanteon Capital Management, LP
580 Washington St., Suite C
Newton
MA
02458
13F HOLDINGS REPORT
028-23589
000289196
802-112040
N
Rajat Lal
Managing Member of GP
617-213-0162
/s/ Rajat Lal
Newton
MA
07-30-2024
0
199
141490005
INFORMATION TABLE
2
infotable.xml
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ABERCROMBIE & FITCH CO
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ADECOAGRO S A
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ADIENT PLC
ORD SHS
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ADMA BIOLOGICS INC
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AFYA LTD
CL A COM
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AGCO CORP
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ALCOA CORP
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ALIGN TECHNOLOGY INC
COM
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
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AMERICAN AXLE & MFG HLDGS IN
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ARGAN INC
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BELLRING BRANDS INC
COMMON STOCK
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BERRY GLOBAL GROUP INC
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BEYOND INC
COM
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BLOCK INC
CL A
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BROOKLINE BANCORP INC DEL
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CABLE ONE INC
COM
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CARDINAL HEALTH INC
COM
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CECO ENVIRONMENTAL CORP
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CENTERRA GOLD INC
COM
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CEVA INC
COM
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CHEMED CORP NEW
COM
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CHURCHILL DOWNS INC
COM
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CINTAS CORP
COM
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CLEARFIELD INC
COM
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CLOROX CO DEL
COM
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CLOUDFLARE INC
CL A COM
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COCA COLA CONS INC
COM
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COMCAST CORP NEW
CL A
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COMFORT SYS USA INC
COM
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COPART INC
COM
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CROWN HLDGS INC
COM
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CRYOPORT INC
COM PAR $0.001
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CULLEN FROST BANKERS INC
COM
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DINE BRANDS GLOBAL INC
COM
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DRIL-QUIP INC
COM
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DYCOM INDS INC
COM
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EAGLE BANCORP INC MD
COM
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ELBIT SYS LTD
ORD
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COM
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ESCO TECHNOLOGIES INC
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FARO TECHNOLOGIES INC
COM
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FASTENAL CO
COM
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FIRST BUSEY CORP
COM NEW
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FIRST CTZNS BANCSHARES INC N
CL A
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FIRST FINL BANKSHARES INC
COM
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FIVERR INTL LTD
ORD SHS
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FORTUNE BRANDS INNOVATIONS I
COM
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FREEPORT-MCMORAN INC
CL B
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FULCRUM THERAPEUTICS INC
COM
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FUNKO INC
COM CL A
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GLOBAL INDUSTRIAL COMPANY
COM
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GLOBAL SHIP LEASE INC NEW
COM CL A
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GRACO INC
COM
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GREEN BRICK PARTNERS INC
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H & E EQUIPMENT SERVICES INC
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HEICO CORP NEW
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HELMERICH & PAYNE INC
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HENRY JACK & ASSOC INC
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HOWMET AEROSPACE INC
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HUDBAY MINERALS INC
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HUNT J B TRANS SVCS INC
COM
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ICON PLC
SHS
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IDT CORP
CL B NEW
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COM
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INGLES MKTS INC
CL A
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INSMED INC
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INTER PARFUMS INC
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ITRON INC
COM
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KRONOS WORLDWIDE INC
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LANCASTER COLONY CORP
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LEMAITRE VASCULAR INC
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LITHIA MTRS INC
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SHS
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LUMENTUM HLDGS INC
COM
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LUXFER HLDGS PLC
SHS
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COM
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MACYS INC
COM
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MAGNOLIA OIL & GAS CORP
CL A
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COM
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COM
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MERCANTILE BK CORP
COM
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MERITAGE HOMES CORP
COM
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METHODE ELECTRS INC
COM
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MGP INGREDIENTS INC NEW
COM
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MICRON TECHNOLOGY INC
COM
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MILLICOM INTL CELLULAR S A
COM STK
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MIRUM PHARMACEUTICALS INC
COM
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MOLINA HEALTHCARE INC
COM
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MONARCH CASINO & RESORT INC
COM
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NATERA INC
COM
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NATIONAL BEVERAGE CORP
COM
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NAVIENT CORPORATION
COM
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NAVIGATOR HLDGS LTD
SHS
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NEOGENOMICS INC
COM NEW
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NEWMARKET CORP
COM
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NIKE INC
CL B
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NOVA LTD
COM
M7516K103
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OLD SECOND BANCORP INC ILL
COM
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ONESPAWORLD HOLDINGS LIMITED
COM
P73684113
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ORIGIN BANCORP INC
COM
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SH
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0
0
ORION GROUP HLDGS INC
COM
68628V308
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10140
SH
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0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
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PAN AMERN SILVER CORP
COM
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PEABODY ENERGY CORP
COM
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PENN ENTERTAINMENT INC
COM
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PENNANT GROUP INC
COM
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PERMIAN RESOURCES CORP
CLASS A COM
71424F105
1003028
62107
SH
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0
0
PILGRIMS PRIDE CORP
COM
72147K108
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SH
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0
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POLARIS INC
COM
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SH
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POOL CORP
COM
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SH
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PPG INDS INC
COM
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SH
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PRA GROUP INC
COM
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0
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Q2 HLDGS INC
COM
74736L109
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SH
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0
0
QCR HOLDINGS INC
COM
74727A104
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SH
SOLE
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0
0
RADIUS RECYCLING INC
CL A
806882106
504154
33016
SH
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0
0
RADWARE LTD
ORD
M81873107
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SH
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0
0
RCI HOSPITALITY HLDGS INC
COM
74934Q108
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SH
SOLE
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0
0
RENASANT CORP
COM
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SH
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0
0
RESMED INC
COM
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SH
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0
0
RPC INC
COM
749660106
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SH
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0
0
RUSH ENTERPRISES INC
CL A
781846209
328219
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SH
SOLE
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0
0
SANFILIPPO JOHN B & SON INC
COM
800422107
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SH
SOLE
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0
0
SAPIENS INTL CORP N V
SHS
G7T16G103
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SH
SOLE
14096
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
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2433
SH
SOLE
2433
0
0
SEABOARD CORP DEL
COM
811543107
761738
241
SH
SOLE
241
0
0
SEMTECH CORP
COM
816850101
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SH
SOLE
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0
0
SERVISFIRST BANCSHARES INC
COM
81768T108
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SH
SOLE
4194
0
0
SLEEP NUMBER CORP
COM
83125X103
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SH
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0
0
SMUCKER J M CO
COM NEW
832696405
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SH
SOLE
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0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
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0
SPS COMM INC
COM
78463M107
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1260
SH
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1260
0
0
SPX TECHNOLOGIES INC
COM
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4164
SH
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4164
0
0
STANDARD MTR PRODS INC
COM
853666105
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SH
SOLE
15691
0
0
STARBUCKS CORP
COM
855244109
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SH
SOLE
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0
0
STELLAR BANCORP INC
COM
858927106
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14795
SH
SOLE
14795
0
0
STRATEGIC ED INC
COM
86272C103
202065
1826
SH
SOLE
1826
0
0
SUPERIOR GROUP OF CO INC
COM
868358102
264003
13961
SH
SOLE
13961
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
243263
627
SH
SOLE
627
0
0
TELEFLEX INCORPORATED
COM
879369106
1216969
5786
SH
SOLE
5786
0
0
TERADYNE INC
COM
880770102
748864
5050
SH
SOLE
5050
0
0
THE TRADE DESK INC
COM CL A
88339J105
1231716
12611
SH
SOLE
12611
0
0
TOOTSIE ROLL INDS INC
COM
890516107
509082
16653
SH
SOLE
16653
0
0
TRANSCAT INC
COM
893529107
550767
4602
SH
SOLE
4602
0
0
TRANSDIGM GROUP INC
COM
893641100
1171568
917
SH
SOLE
917
0
0
TRANSMEDICS GROUP INC
COM
89377M109
1213696
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SH
SOLE
8058
0
0
TREX CO INC
COM
89531P105
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12710
SH
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12710
0
0
TRONOX HOLDINGS PLC
SHS
G9087Q102
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SH
SOLE
73974
0
0
TTEC HLDGS INC
COM
89854H102
315703
53691
SH
SOLE
53691
0
0
UNIFIRST CORP MASS
COM
904708104
1197622
6982
SH
SOLE
6982
0
0
UNITED AIRLS HLDGS INC
COM
910047109
538131
11059
SH
SOLE
11059
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1253798
2462
SH
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2462
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
617294
2936
SH
SOLE
2936
0
0
UNIVERSAL STAINLESS & ALLOY
COM
913837100
489144
17865
SH
SOLE
17865
0
0
UPWORK INC
COM
91688F104
108973
10137
SH
SOLE
10137
0
0
V F CORP
COM
918204108
1216161
90086
SH
SOLE
90086
0
0
VALERO ENERGY CORP
COM
91913Y100
743513
4743
SH
SOLE
4743
0
0
VERISIGN INC
COM
92343E102
413918
2328
SH
SOLE
2328
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
1041091
12026
SH
SOLE
12026
0
0
VIAD CORP
COM
92552R406
253334
7451
SH
SOLE
7451
0
0
VOYAGER THERAPEUTICS INC
COM
92915B106
179676
22715
SH
SOLE
22715
0
0
WABASH NATL CORP
COM
929566107
463729
21233
SH
SOLE
21233
0
0
WALMART INC
COM
931142103
240370
3550
SH
SOLE
3550
0
0
WATSCO INC
COM
942622200
354379
765
SH
SOLE
765
0
0
WD 40 CO
COM
929236107
1218563
5548
SH
SOLE
5548
0
0
WEIS MKTS INC
COM
948849104
965968
15389
SH
SOLE
15389
0
0
WESTERN DIGITAL CORP.
COM
958102105
1203682
15886
SH
SOLE
15886
0
0
WINNEBAGO INDS INC
COM
974637100
1141344
21058
SH
SOLE
21058
0
0
WIX COM LTD
SHS
M98068105
202496
1273
SH
SOLE
1273
0
0
WOLFSPEED INC
COM
977852102
1177716
51745
SH
SOLE
51745
0
0
WORKIVA INC
COM CL A
98139A105
1081785
14821
SH
SOLE
14821
0
0
WORLD ACCEP CORPORATION
COM
981419104
360112
2914
SH
SOLE
2914
0
0
WYNN RESORTS LTD
COM
983134107
350840
3920
SH
SOLE
3920
0
0
YEXT INC
COM
98585N106
223362
41750
SH
SOLE
41750
0
0
ZSCALER INC
COM
98980G102
846213
4403
SH
SOLE
4403
0
0
ZUMIEZ INC
COM
989817101
436255
22395
SH
SOLE
22395
0
0
ZURN ELKAY WATER SOLNS CORP
COM
98983L108
1133840
38566
SH
SOLE
38566
0
0