StockDriftsStockDriftsTop 42 Semanteon Capital Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAG | IAMGOLD CORP | 2.85% | 11.3K | $213K | new | $4.62(+258.46%) | 2026-03-31 | |
| PAAS | PAN AMERN SILVER CORP | 2.84% | 3.9K | $212K | new | $19.00(+143.60%) | 2026-03-31 | |
| TWST | TWIST BIOSCIENCE CORP | 2.81% | 4.4K | $209K | new | $39.62(+150.48%) | 2026-03-31 | |
| HWKN | HAWKINS INC | 2.78% | 1.3K | $207K | new | $114.29(+21.17%) | 2026-03-31 | |
| RUN | SUNRUN INC | 2.76% | 15.2K | $206K | new | $13.65(-6.70%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 2.76% | 1.0K | $205K | new | $181.47(+69.50%) | 2026-03-31 | |
| NWS | NEWS CORP NEW | 2.75% | 7.2K | $205K | new | $30.40(-0.76%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 2.75% | 3.3K | $205K | new | $48.92(+15.54%) | 2026-03-31 | |
| IFS | INTERCORP FINL SVCS INC | 2.75% | 4.1K | $205K | new | $24.27(+139.51%) | 2026-03-31 | |
| TER | TERADYNE INC | 2.74% | 688 | $204K | new | $245.01(+50.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.38% | +30.86% |
| Top 20 Holdings Unweighted | +8.74% | +28.57% |
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