13F Filings History of Semanteon Capital Management, LP

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$746,261
Signature - Title
Rajat Lal - Managing Member of GP
Location
Newton, MA
Summary
This page shows a list of all the recent 13F filings made by Semanteon Capital Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Semanteon Capital Management, LP reported 8 stock holdings with total value $746,261 as of Q4 2025. Top holdings included SG, WEN, WU, PANL, and MDXG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 8 $746,261 +$585,552 -$79,448,302 -$78,862,750 SG, WEN, WU, PANL, MDXG 13F-HR 09 Feb 2026, 17:34
Q3 2025 173 $79,691,992 +$69,624,417 -$56,246,711 +$13,377,706 BE, HELE, VSH, CFLT, APO 13F-HR 10 Nov 2025, 11:32
Q2 2025 96 $66,327,251 +$38,491,237 -$160,271,057 -$121,779,820 HEI, IRTC, CYBR, DY, ESLT 13F-HR 11 Aug 2025, 08:24
Q1 2025 235 $184,124,389 +$129,201,236 -$125,198,061 +$4,003,175 ALHC, NEU, MGY, HEI, CTAS 13F-HR 13 May 2025, 09:06
Q4 2024 227 $186,395,979 +$124,636,570 -$83,600,870 +$41,035,700 DK, REAL, CYBR, COKE, AMZN 13F-HR 11 Feb 2025, 10:53
Q3 2024 199 $146,859,786 +$96,848,908 -$96,369,275 +$479,633 TROX, PSN, GWRE, POWI, ACIW 13F-HR 24 Oct 2024, 15:05
Q2 2024 199 $141,490,005 +$95,331,277 -$110,236,676 -$14,905,399 UNH, ADMA, TTD, LITE, QTWO 13F-HR 30 Jul 2024, 10:23
Q1 2024 208 $156,518,504 +$107,315,809 -$101,771,590 +$5,544,219 ST, HAE, WHR, VLO, RDNT 13F-HR 30 Apr 2024, 09:21
Q4 2023 207 $148,079,028 $0 $0 $0 NTNX, JCI, CYBR, ZS, OKTA 13F-HR 02 Feb 2024, 14:40