Semanteon Capital Management, LP filed a Form 13F-HR with the Securities and Exchange Commission on November 9, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a total of 117 separate securities.
The filing lists a diverse portfolio of holdings, including technology, healthcare, and industrial companies. Notable positions include ADT Inc., with 15,599 shares; AT&T Inc., with 10,143 shares; and Bausch Health Cos. Inc., with 23,703 shares. The firm also holds significant stakes in Alphabet Inc. Class C stock, with 722 shares, and Berkshire Hathaway Inc. Class B, with 503 shares.
Among the other disclosed positions are Acuity Brands Inc., with 776 shares; Boston Scientific Corp., with 5,770 shares; and Fortinet Inc., with 1,405 shares. The filing also lists holdings in El Pollo Loco Holdings Inc., with 17,954 shares; Evolv Technologies Holdings Inc., with 23,868 shares; and FMC Corp., with 24,954 shares.
The report indicates that Semanteon Capital Management holds the listed securities in sole voting and dispositive power.
