Semanteon Capital Management, LP

**Semanteon Capital Management, LP** manages a focused portfolio with current assets under management of $1M. The fund maintains a concentrated book of 8 positions, with initial allocations of $0.1M each across its top holdings, including SG, WEN, W3U, MS-PL, MDXG, PAYO, AMP, and AIOT. This structure suggests a highly selective, multi-sector approach targeting specific growth vectors. Investors should note the uniform initial sizing across these eight names, indicating balanced conviction across the portfolio's constituents.

📌 Top Holdings