Rajat Lal

Semanteon Capital Management, Lp

Assets Managed

$7.45M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 25d ago

Growth Rate

898.37%(2Q avg: 399.65%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Semanteon Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Semanteon Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.45M in assets, with a quarterly growth rate of 898.37% and a 2-quarter average growth rate of 399.65%. The portfolio is managed by Rajat Lal, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IAG Iamgold Corp Recent Activity New Position	2.86%	$212,647 11,299 shares@ $18.82 avg price	New Position
PAAS Pan American Silver Corp Recent Activity New Position	2.85%	$211,855 3,878 shares@ $54.63 avg price	New Position
TWST Twist Bioscience Corp Recent Activity New Position	2.81%	$209,088 4,400 shares@ $47.52 avg price	New Position
HWKN Hawkins Inc Recent Activity New Position	2.78%	$207,053 1,348 shares@ $153.61 avg price	New Position
RUN Sunrun Inc Recent Activity New Position	2.77%	$205,787 15,176 shares@ $13.57 avg price	New Position
ONTO Onto Innovation Inc Recent Activity New Position	2.76%	$205,275 1,001 shares@ $205.07 avg price	New Position
NWS News Corp - Class B Recent Activity New Position	2.76%	$205,015 7,191 shares@ $28.51 avg price	New Position
DAR Darling Ingredients Inc Recent Activity New Position	2.75%	$204,847 3,312 shares@ $61.85 avg price	New Position
IFS Intercorp Financial Services Recent Activity New Position	2.75%	$204,615 4,076 shares@ $50.2 avg price	New Position
TER Teradyne Inc Recent Activity New Position	2.74%	$203,964 688 shares@ $296.46 avg price	New Position

1-10 of 42