Investments: Semanteon Capital Management, LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
746.261 $-49.364.401 $
-96,3 %
79.691.992 $+18.210.682 $
-8,8 %
66.327.251 $-61.641.357 $
+56,2 %
BANK OF AMERICA CORP /DE/BAC657.824 $-47.988.759 $
-98,6 %
48.646.583 $+7.587.913 $
+18,5 %
41.058.670 $-73.580.143 $
-64,2 %
HEICO CORPHEI566.549 $-974.723 $
-63,2 %
1.541.272 $+922 $
+0,1 %
ALPHA PRO TECH LTDAPT1.526.618 $+1.178.538 $
+338,6 %
RALPH LAUREN CORPRL1.507.717 $+112.861 $
+8,1 %
MERCADOLIBRE INCMELI1.481.928 $+49.989 $
+3,5 %
WATSCO INCWSO567.637 $-895.892 $
-61,2 %
1.463.529 $+1.103.653 $
+306,7 %
FEDEX CORPFDX1.461.603 $+1.049.615 $
+254,8 %
CINTAS CORPCTAS1.437.512 $-101.497 $
-6,6 %
KADANT INCKAI1.426.938 $+1.426.938 $
CURTISS WRIGHT CORPCW1.311.757 $+1.311.757 $
HUBSPOT INCHUBS976.329 $+976.329 $
AeroVironment IncAVAV873.942 $+873.942 $
UNITEDHEALTH GROUP INCUNH813.306 $-244.669 $
-23,1 %
SPS COMMERCE INCSPSC369.905 $-344.704 $
-48,2 %
714.609 $+714.609 $
TransDigm Group INCTDG710.139 $-230.498 $
-24,5 %
ORACLE CORPORCL524.231 $-176.041 $
-25,1 %
700.272 $+700.272 $
TELEFLEX INCTFX699.626 $+441.902 $
+171,5 %
Trane Technologies plcTT663.988 $-780.725 $
-54,0 %
Walt Disney CoDIS662.337 $+662.337 $
Bloom Energy CorpBE594.104 $+594.104 $
SANFILIPPO JOHN B & SON INCJBSS563.671 $-29.900 $
-5,0 %
593.571 $+82.104 $
+16,1 %
POOL CORPPOOL585.875 $+585.875 $
HELEN OF TROY LTDHELE575.921 $+575.921 $
VISHAY INTERTECHNOLOGY INCVSH574.500 $+574.500 $
V F CORPVFC573.073 $+573.073 $
IMPINJ INCPI572.978 $+572.978 $
OSI SYSTEMS INCOSIS572.006 $+572.006 $
WESTERN DIGITAL CORPWDC571.486 $+571.486 $
CTS CORPCTS571.302 $+290.092 $
+103,2 %
ROBERT HALF INC.RHI570.796 $-895.835 $
-61,1 %
ENERPAC TOOL GROUP CORPEPAC570.597 $+330.198 $
+137,4 %
240.399 $+240.399 $
CELESTICA INCCLS570.370 $+570.370 $
1ST SOURCE CORPSRCE569.861 $+569.861 $
WORLD KINECT CORPWKC569.421 $+288.714 $
+102,9 %
MICRON TECHNOLOGY INCMU569.223 $+569.223 $
CIENA CORPCIEN568.113 $+568.113 $
PALATIN TECHNOLOGIES INCPTNT568.056 $+568.056 $
LAM RESEARCH CORPLRCX568.004 $+568.004 $
Magnolia Oil & Gas CorpMGY567.414 $-983.070 $
-63,4 %
DOVER CorpDOV567.222 $+567.222 $
SKYWEST INCSKYW566.491 $+332.514 $
+142,1 %
STEPAN COSCL566.294 $+173.859 $
+44,3 %
Owens CorningOC566.123 $+566.123 $
Genpact LTDG565.808 $+565.808 $
COPART INCCPRT564.868 $+564.868 $
McEwen Inc.MUX564.847 $-80.195 $
-12,4 %
CALERES INCCAL563.902 $-327.854 $
-36,8 %
BARRICK MINING CORPB563.644 $+563.644 $
Simply Good Foods CoSMPL562.520 $+562.520 $
RADWARE LTDRDWR562.303 $-299.449 $
-34,7 %
NATIONAL BEVERAGE CORPFIZZ561.885 $-503.408 $
-47,3 %
GARTNER INCIT561.227 $+561.227 $
RESMED INCRMD560.599 $+560.599 $
EXTREME NETWORKS INCEXTR559.470 $+559.470 $
ANI PHARMACEUTICALS INCANIP555.554 $+555.554 $
CALAVO GROWERS INCCVGW554.748 $+68.903 $
+14,2 %
SLM CorpSLM541.532 $-82.786 $
-13,3 %
TUTOR PERINI CORPTPC530.492 $+530.492 $
HENRY SCHEIN INCHSIC519.611 $+519.611 $
Merchants BancorpMBIN512.902 $-91.419 $
-15,1 %
MARRIOTT VACATIONS WORLDWIDE CorpVAC509.184 $+509.184 $
Valaris LtdVAL463.559 $+463.559 $
Roblox CorpRBLX449.636 $-391.372 $
-46,5 %
MERCANTILE BANK CORPMBWM443.610 $+443.610 $
BECTON DICKINSON & COBDX427.352 $+427.352 $
METHANEX CORPMEOH419.229 $-959.527 $
-69,6 %
FIRST MERCHANTS CORPFRME407.424 $+407.424 $
INTERPARFUMS INCIPAR406.211 $+406.211 $
NETFLIX INCNFLX342.891 $-50.813 $
-12,9 %
393.704 $+393.704 $
TETRA TECH INCTTEK387.469 $-1.047.770 $
-73,0 %
Bank OZKOZK381.657 $+381.657 $
IONIS PHARMACEUTICALS INCIONS376.767 $+149.195 $
+65,6 %
CENTENE CORPCNC339.210 $-2.320 $
-0,7 %
341.530 $-86.840 $
-20,3 %
BIOCRYST PHARMACEUTICALS INCBCRX330.499 $-1.092.296 $
-76,8 %
INDEPENDENT BANK CORPINDB327.065 $+327.065 $
ADVANCED MICRO DEVICES INCAMD321.639 $+321.639 $
VSE CORPVSEC318.150 $+318.150 $
VAIL RESORTS INCMTN286.576 $+286.576 $
IDT CORPIDT279.858 $-446.692 $
-61,5 %
INSULET CORPPODD273.965 $+273.965 $
NORTHRIM BANCORP INCNRIM253.097 $+253.097 $
ATI INCATI248.141 $+248.141 $
TENNANT COTNC247.626 $+247.626 $
CHEVRON CORPCVX244.425 $+244.425 $
SHORE BANCSHARES INCSHBI243.590 $-202.756 $
-45,4 %
Accenture plcACN242.408 $+242.408 $
AMAZON COM INCAMZN211.446 $-23.082 $
-9,8 %
234.528 $+234.528 $
IBEX LtdIBEX207.017 $+207.017 $
Amcor plcAMCR88.437 $-1.375.642 $
-94,0 %
746.261 $-49.364.401 $
-96,3 %
79.691.992 $+18.210.682 $
-8,8 %
66.327.251 $-61.641.357 $
+56,2 %
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