Semanteon Capital Management, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Semanteon Capital Management, LP reported 208 stock positions worth $156.5 million. Its top holding was Sensata Technologies Holdplc (ST) at 0.9% of the portfolio, followed by Haemonetics (HAE, 0.9%) and Whirlpool (WHR, 0.9%). Compared with Q4 2023, it opened 135 new positions, sold out of 134, added to 39 and reduced 33. The biggest buy was a new position in Haemonetics (HAE) and the biggest sale an exit from Nutanix Class A (NTNX).

Most Recent 13F
Q2 2026
Location
NEWTON, MA
CIK
0001738809
Portfolio Value
$156.5M (Q1 2024)
SEC Filing
0001738809-24-000002 ↗ filed Apr 30, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $156.5M $156.5M Q1 2024 Q2 2024: $141.5M Q2 2024 Q3 2024: $146.9M Q3 2024 Q4 2024: $186.4M Q4 2024 Q1 2025: $184.1M Q1 2025 Q2 2025: $66.3M Q2 2025 Q3 2025: $79.7M Q3 2025 Q4 2025: $746K Q4 2025 Q1 2026: $7.5M Q1 2026 Q2 2026: $22.2M Q2 2026

Holdings 208 stocks · $156.5M
ST Sensata Technologies Holdplc 0.87% 36,854 $1.4M Add +9.0%
HAE Haemonetics Corp. 0.86% 15,798 $1.3M New
WHR Whirlpool Corp. 0.86% 11,217 $1.3M Add +162.1%
VLO Valero Energy Corp. 0.86% 7,854 $1.3M Reduce -17.2%
RDNT Radnet Inc. 0.85% 27,490 $1.3M New
PI Impinj Inc. 0.85% 10,394 $1.3M New
PAG Penske Automotive Group Inc. 0.85% 8,224 $1.3M Add +7.4%
TREX Trex Company Inc. 0.85% 13,345 $1.3M Reduce -13.2%
GRBK Green Brick Partners Inc. 0.85% 22,073 $1.3M New
WDC Western Digital Corp. 0.85% 19,465 $1.3M New
VFC VF Corp. 0.85% 86,412 $1.3M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.85% 15,152 $1.3M New
FTI Technipfmc PLC 0.85% 52,728 $1.3M Add +6.8%
ADMA Adma Biologics Inc. 0.84% 200,085 $1.3M New
BMI Badger Meter Inc. 0.84% 8,159 $1.3M Add +5.3%
DIOD Diodes Inc. 0.84% 18,702 $1.3M Add +53.0%
WING Wingstop Inc. 0.84% 3,597 $1.3M Add +15.6%
PSN Parsons Corp. 0.84% 15,868 $1.3M Reduce -8.4%
AX Axos Financial Inc. 0.84% 24,336 $1.3M Add +180.9%
WSO Watsco Inc. 0.84% 3,043 $1.3M New
CVX Chevron Corp. 0.84% 8,321 $1.3M New
CYBR Cyberark Software Ltd./Israel 0.84% 4,930 $1.3M Reduce -15.4%
GPI Group 1 Automotive Inc. 0.83% 4,464 $1.3M New
LMT Lockheed Martin Corp. 0.83% 2,865 $1.3M New
SLM SLM Corp. 0.83% 59,734 $1.3M Add +142.4%
PPC Pilgrim's Pride Corp. 0.83% 37,861 $1.3M New
AEIS Advanced Energy Industries 0.83% 12,740 $1.3M Add +21.2%
MU Micron Technology Inc. 0.83% 10,993 $1.3M New
FRPT Freshpet Inc. 0.83% 11,171 $1.3M New
WKC World Kinect Corp. 0.82% 48,691 $1.3M Reduce -11.1%
VCYT Veracyte Inc. 0.82% 58,114 $1.3M Add +29.2%
SHAK Shake Shack Inc. Class A 0.81% 12,236 $1.3M New
NTRA Natera Inc. 0.81% 13,867 $1.3M New
BFH Bread Financial Holdings Inc. 0.81% 34,009 $1.3M New
LFUS Littelfuse Inc. 0.81% 5,210 $1.3M New
WERN Werner Enterprises Inc. 0.81% 32,260 $1.3M New
NVST Envista Holdings Corp. 0.80% 58,909 $1.3M Add +61.7%
MANH Manhattan Associates Inc. 0.80% 5,033 $1.3M New
ENS Enersys 0.80% 13,316 $1.3M New
WK Workiva Inc. 0.80% 14,807 $1.3M Add +50.9%
GOLDEN OCEAN GROUP LTD 0.80% 96,881 $1.3M New
AAON Aaon Inc. 0.80% 14,205 $1.3M Add +259.6%
AMZN Amazon.com Inc. 0.80% 6,929 $1.2M Add +213.7%
PAGS Pagseguro Digital Ltd. Class A 0.80% 87,443 $1.2M New
POWI Power Integrations Inc. 0.80% 17,435 $1.2M Add +26.5%
UBER Uber Technologies Inc. 0.79% 16,150 $1.2M New
HELE Helen of Troy Ltd. 0.79% 10,774 $1.2M New
CCK Crown Holdings Inc. 0.79% 15,648 $1.2M New
EME Emcor Group Inc. 0.79% 3,537 $1.2M New
WDFC WD-40 Co. 0.79% 4,873 $1.2M Add +301.4%
NET Cloudflare Inc. Class A 0.79% 12,700 $1.2M New
NKE Nike Inc. Class B 0.79% 13,076 $1.2M New
UTI Universal Technical Institut 0.78% 76,956 $1.2M New
CHE Chemed Corp. 0.77% 1,888 $1.2M Add +366.2%
AXON Axon Enterprise Inc. 0.77% 3,864 $1.2M Reduce -14.3%
OKTA Okta Inc. 0.76% 11,431 $1.2M Reduce -18.7%
ZS Zscaler Inc. 0.76% 6,179 $1.2M Add +7.4%
RHI Robert Half Inc. 0.76% 14,987 $1.2M New
SPOT Spotify Technology SA 0.76% 4,488 $1.2M Reduce -18.1%
SNDR Schneider National Inc. Class B 0.75% 52,082 $1.2M Add +139.3%
UNF Unifirst Corp. 0.74% 6,698 $1.2M New
META Meta Platforms Inc. Class A 0.74% 2,386 $1.2M New
BF.B Brown-Forman Corp. Class B 0.74% 22,313 $1.2M New
MPWR Monolithic Power Systems Inc. 0.73% 1,678 $1.1M New
OXM Oxford Industries Inc. 0.72% 10,050 $1.1M Reduce -8.0%
AGCO Agco Corp. 0.72% 9,123 $1.1M Add +42.9%
LMAT Lemaitre Vascular Inc. 0.71% 16,753 $1.1M New
NVMI Nova Ltd. 0.70% 6,175 $1.1M Reduce -32.5%
GBCI Glacier Bancorp Inc. 0.70% 27,038 $1.1M New
EOLS Evolus Inc. 0.69% 77,613 $1.1M Add +73.3%
OEC Orion SA 0.68% 45,329 $1.1M Add +295.2%
CASH Pathward Financial Inc. 0.67% 20,798 $1.0M New
DIN Dine Brands Global Inc. 0.66% 22,351 $1.0M Reduce -0.5%
CLFD Clearfield Inc. 0.65% 33,165 $1.0M Reduce -0.0%
MRTN Marten Transport Ltd. 0.65% 55,167 $1.0M Add +86.7%
CLW Clearwater Paper Corp. 0.64% 23,055 $1.0M New
CNX CNX Resources Corp. 0.64% 42,160 $1.0M Reduce -28.5%
KGC Kinross Gold Corp. 0.64% 162,966 $999K New
WMK Weis Markets Inc. filed as WEIS MKTS INC 0.63% 15,394 $991K Reduce -0.0%
ITRI Itron Inc. 0.63% 10,677 $988K New
V Visa Inc. Class A 0.61% 3,425 $956K Add +111.8%
ESE Esco Technologies Inc. 0.61% 8,851 $948K New
SNV Synovus Financial Corp. 0.58% 22,514 $902K New
WABC Westamerica Bancorporation 0.57% 18,238 $891K New
FIZZ National Beverage Corp. 0.57% 18,677 $886K Reduce -0.0%
NVRO Nevro LLC filed as NEVRO CORP 0.57% 61,282 $885K Add +17.5%
TEAM Atlassian Corp. Class A 0.55% 4,392 $857K New
RYZ Ryerson Holding Corp. 0.55% 25,504 $854K New
PENN Penn Entertainment Inc. 0.53% 45,714 $832K Add +185.5%
NFLX Netflix Inc. 0.53% 1,355 $823K New
TGI Triumph Group Inc. 0.51% 52,673 $792K Add +126.1%
NAVI Navient Corp. 0.50% 45,165 $786K Add +126.3%
LITE Lumentum Holdings Inc. 0.50% 16,580 $785K New
CRMT America's Car-Mart Inc. 0.50% 12,258 $783K New
CYRX Cryoport Inc. 0.48% 42,823 $758K New
HEI Heico Corp. 0.48% 3,930 $751K Add +131.0%
UPWK Upwork Inc. 0.48% 60,936 $747K New
MEDP Medpace Holdings Inc. 0.47% 1,826 $738K Reduce -11.2%
CHRW C.H. Robinson Worldwide Inc. 0.47% 9,613 $732K New
GOLD Gold.com Inc. filed as A-MARK PRECIOUS METALS INC 0.46% 23,375 $717K Add +25.7%
NCLH Norwegian Cruise Line Holdin 0.44% 32,985 $690K New
MEI Methode Electronics Inc. 0.43% 55,384 $675K New
STE Steris PLC 0.42% 2,946 $662K New
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 0.42% 6,270 $658K New
TPC Tutor Perini Corp. 0.42% 45,094 $652K Add +89.1%
FNV Franco-Nevada Corp. 0.40% 5,296 $631K Reduce -50.6%
AEO American Eagle Outfitters 0.40% 24,120 $622K New
CC The Chemours Co. 0.40% 23,633 $621K New
MBIN Merchants Bancorp 0.39% 14,315 $618K Reduce -0.0%
NBTB N B T Bancorp Inc. 0.39% 16,773 $615K New
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.39% 7,701 $613K New
DDS Dillards Inc. Class A 0.39% 1,294 $610K New
BWA Borgwarner Inc. 0.39% 17,370 $603K New
BARNES GROUP INC 0.38% 16,145 $600K New
TXG 10X Genomics Inc. Class A 0.38% 15,980 $600K New
HCC Warrior Met Coal Inc. 0.38% 9,846 $598K New
WYNN WYNN Resorts Ltd. 0.38% 5,799 $593K New
PPG PPG Industries Inc. 0.36% 3,925 $569K New
BPMC Blueprint Medicines Corp. 0.36% 5,948 $564K Reduce -53.4%
CHCO City Holding Co. filed as CITY HLDG CO 0.36% 5,395 $562K New
APD Air Products & Chemicals Inc. 0.35% 2,273 $551K Reduce -46.9%
BHC Bausch Health Cos Inc. 0.35% 51,421 $546K New
ANET Arista Networks Inc. 0.35% 1,875 $544K New
LOVE The Lovesac Co. 0.35% 23,947 $541K New
AMAT Applied Materials Inc. 0.34% 2,591 $534K New
TR Tootsie Roll Inds 0.34% 16,659 $534K Add +3.0%
WINA Winmark Corp. 0.33% 1,423 $515K New
AGRO Adecoagro SA 0.32% 45,108 $497K Add +122.3%
CLF Cleveland-Cliffs Inc. 0.32% 21,775 $495K New
GM General Motors Co. 0.31% 10,799 $490K Reduce -52.1%
JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC 0.31% 4,598 $487K Reduce -1.4%
ROKU Roku Inc. 0.31% 7,444 $485K New
TNK Teekay Tankers Ltd. Class A 0.31% 8,209 $479K Reduce -57.9%
HTH Hilltop Holdings Inc. 0.30% 14,940 $468K New
WSFS WSFS Financial Corp. 0.30% 10,339 $467K New
PRO Pros Holdings Inc. 0.30% 12,724 $462K New
NVGS Navigator Holdings Ltd. 0.29% 29,919 $459K Add +97.0%
BRBR Bellring Brands Inc. 0.29% 7,731 $456K Reduce -59.9%
ADNT Adient PLC 0.29% 13,824 $455K New
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 0.29% 8,814 $453K New
FWRD Forward Air Corp. 0.29% 14,487 $451K Add +206.4%
TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC 0.28% 42,578 $442K New
ZWS Zurn Elkay Water Solutions C 0.27% 12,801 $428K New
NTCT Netscout Systems Inc. 0.26% 18,766 $410K Reduce -17.9%
TITN Titan Machinery Inc. 0.26% 16,472 $409K Reduce -6.5%
PNTG The Pennant Group Inc. 0.25% 19,936 $391K Add +24.6%
NVDA Nvidia Corp. 0.25% 429 $388K New
SRCE 1ST Source Corp. 0.24% 7,053 $370K New
LRMR Larimar Therapeutics Inc. 0.23% 48,272 $366K New
SBSI Southside Bancshares Inc. 0.23% 12,507 $366K New
SYBT Stock Yards Bancorp Inc. 0.23% 7,405 $362K New
ADUS Addus Homecare Corp. 0.23% 3,460 $358K New
GLDD Great Lakes Dredge & Dock Co. 0.23% 40,699 $356K New
OCUL Ocular Therapeutix Inc. 0.23% 39,122 $356K New
QCRH QCR Holdings Inc. 0.23% 5,818 $353K New
TXRH Texas Roadhouse Inc. 0.22% 2,228 $344K New
KRO Kronos Worldwide Inc. 0.22% 29,082 $343K Add +26.6%
SWAV Shockwave Medical Inc. 0.22% 1,044 $340K New
VC Visteon Corp. 0.22% 2,881 $339K New
WMT Walmart Inc. 0.22% 5,609 $337K New
STRA Strategic Education Inc. 0.21% 3,197 $333K Reduce -17.4%
ROL Rollins Inc. 0.21% 7,166 $332K Reduce -73.0%
SLP Simulations Plus Inc. 0.21% 7,868 $324K New
SKYW Skywest Inc. 0.21% 4,676 $323K New
OSBC Old Second Bancorp Inc. 0.21% 23,225 $321K Reduce -0.0%
VTOL Bristow Group Inc. 0.20% 11,625 $316K New
NEO Neogenomics Inc. 0.20% 20,107 $316K Reduce -71.3%
RICK Rci Hospitality Holdings Inc. 0.20% 5,350 $310K New
VGR Vector Group Ltd. 0.20% 28,229 $309K New
CHWY Chewy Inc. Class A 0.20% 19,418 $309K New
OVERSEAS SHIPHOLDING GROUP-A 0.20% 47,938 $307K Add +7.8%
FF Futurefuel Corp. 0.20% 38,041 $306K New
MOS The Mosaic Co. 0.19% 9,278 $301K New
PAYC Paycom Software Inc. 0.19% 1,505 $300K New
HUCK Huckleberry AI Inc. filed as DOMO INC 0.19% 33,194 $296K Reduce -2.4%
BTU Peabody Energy Corp. 0.19% 12,059 $293K New
PACK Ranpak Holdings Corp. 0.19% 37,127 $292K New
RES RPC Inc. 0.19% 37,498 $290K New
MBWM Mercantile Bank Corp. 0.18% 7,503 $289K New
SPOK Spok Holdings Inc. filed as SPOK HLDGS INC 0.18% 17,822 $284K New
OLED Universal Display Corp. 0.18% 1,669 $281K New
BRK.B Berkshire Hathaway Inc. Class B 0.18% 658 $277K New
XRX Xerox Holdings Corp. 0.18% 15,359 $275K New
EBF Ennis Inc. 0.17% 13,220 $271K New
ARW Arrow Electronics Inc. 0.17% 2,032 $263K New
CSV Carriage Services Inc. 0.17% 9,660 $261K New
CALX Calix Inc. 0.16% 7,754 $257K Reduce -54.4%
MOV Movado Group Inc. 0.16% 8,880 $248K New
SHYF The Shyft Group Inc. 0.15% 18,964 $236K New
EFSC Enterprise Financial Service 0.15% 5,749 $233K New
COR Cencora Inc. 0.15% 959 $233K New
ESLT Elbit Systems Ltd. 0.14% 1,073 $226K New
CFB Crossfirst Bankshares Inc. 0.14% 16,231 $225K New
AVD American Vanguard Corp. 0.14% 17,302 $224K New
TRNS Transcat Inc. 0.14% 2,007 $224K Reduce -71.8%
ITRN Ituran Location and Control 0.14% 7,953 $222K No change
VMI Valmont Industries 0.14% 954 $218K New
WEN The Wendy's Co. 0.13% 11,122 $210K New
ZUMZ Zumiez Inc. 0.13% 13,556 $206K New
THFF First Financial Corp. 0.13% 5,333 $204K New
CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A 0.12% 11,472 $193K New
OSPN Onespan Inc. 0.12% 15,712 $183K New
MUX McEwen Inc. 0.12% 18,340 $181K New
RCEL Avita Medical Inc. 0.11% 11,110 $178K New
NWBI Northwest Bancshares Inc. 0.10% 13,073 $152K New
HTLD Heartland Express Inc. 0.09% 11,660 $139K New
BROOKLINE BANCORP INC 0.07% 10,794 $108K New
EGY Vaalco Energy Inc. 0.05% 10,780 $75K New

Portfolio Sells Q4 2023 → Q1 2024
NTNX Nutanix Inc. Class A Sold out 0.00% −0.87
JCI Johnson Controls Internation Sold out 0.00% −0.87
PII Polaris Inc. Sold out 0.00% −0.86
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.86
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.85
WIX Wix.com Ltd. Sold out 0.00% −0.85
IPG Interpublic Group of Cos Inc. Sold out 0.00% −0.85
STNE Stoneco Ltd. Class A Sold out 0.00% −0.85
TER Teradyne Inc. Sold out 0.00% −0.85
HOS Hornbeck Offshore Services I Sold out 0.00% −0.84
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.83
KSS Kohls Corp. Sold out 0.00% −0.83
CENX Century Aluminum Company Sold out 0.00% −0.83
EXPO Exponent Inc. Sold out 0.00% −0.82
ASPN Aspen Aerogels Inc. Sold out 0.00% −0.82
LPG Dorian LPG Ltd. Sold out 0.00% −0.82
CGNX Cognex Corp. Sold out 0.00% −0.81
AGYS Agilysys Inc. Sold out 0.00% −0.81
G Genpact Ltd. Sold out 0.00% −0.81
OI O-I Glass Inc. Sold out 0.00% −0.80
TEX Terex Corp. Sold out 0.00% −0.80
W Wayfair Inc. Class A Sold out 0.00% −0.79
BRSL Brightstar Lottery PLC Sold out 0.00% −0.79
CPRT Copart Inc. Sold out 0.00% −0.79
PLAB Photronics Inc. Sold out 0.00% −0.79
HURN Huron Consulting Group Inc. Sold out 0.00% −0.79
LEG Leggett & Platt Inc. Sold out 0.00% −0.79
CPA Copa Holdings SA Class A Sold out 0.00% −0.79
AAPL Apple Inc. Sold out 0.00% −0.79
GPRE Green Plains Inc. Sold out 0.00% −0.78
SNPS Synopsys Inc. Sold out 0.00% −0.78
FCNCA First Citizens Bcshs Class A Sold out 0.00% −0.78
ATRC Atricure Inc. Sold out 0.00% −0.78
LNWO Light & Wonder Inc. Sold out 0.00% −0.78
ROAD Construction Partners Inc. Class A Sold out 0.00% −0.77
CUBI Customers Bancorp Inc. Sold out 0.00% −0.77
PINS Pinterest Inc. Class A Sold out 0.00% −0.70
QTRX Quanterix Corp. Sold out 0.00% −0.66
GAP The Gap Inc. Sold out 0.00% −0.65
ZION Zions Bancorp NA Sold out 0.00% −0.63
APPS Digital Turbine Inc. Sold out 0.00% −0.62
LBRT Liberty Energy Inc. Sold out 0.00% −0.61
APPF Appfolio Inc. Class A Sold out 0.00% −0.61
LULU Lululemon Athletica Inc. Sold out 0.00% −0.60
HEES H&E Equipment Services Inc. Sold out 0.00% −0.59
CRNC Cerence Inc. Sold out 0.00% −0.59
MELI MercadoLibre Inc. Sold out 0.00% −0.58
HRL Hormel Foods Corp. Sold out 0.00% −0.58
DORM Dorman Products Inc. Sold out 0.00% −0.57
ROL Rollins Inc. Reduce -73.0% 0.21% −0.57

Portfolio Buys Q4 2023 → Q1 2024
HAE Haemonetics Corp. New 0.86% +0.86
RDNT Radnet Inc. New 0.85% +0.85
PI Impinj Inc. New 0.85% +0.85
GRBK Green Brick Partners Inc. New 0.85% +0.85
WDC Western Digital Corp. New 0.85% +0.85
VFC VF Corp. New 0.85% +0.85
TTD Trade Desk Inc./the Class A New 0.85% +0.85
ADMA Adma Biologics Inc. New 0.84% +0.84
WSO Watsco Inc. New 0.84% +0.84
CVX Chevron Corp. New 0.84% +0.84
GPI Group 1 Automotive Inc. New 0.83% +0.83
LMT Lockheed Martin Corp. New 0.83% +0.83
PPC Pilgrim's Pride Corp. New 0.83% +0.83
MU Micron Technology Inc. New 0.83% +0.83
FRPT Freshpet Inc. New 0.83% +0.83
SHAK Shake Shack Inc. Class A New 0.81% +0.81
NTRA Natera Inc. New 0.81% +0.81
BFH Bread Financial Holdings Inc. New 0.81% +0.81
LFUS Littelfuse Inc. New 0.81% +0.81
WERN Werner Enterprises Inc. New 0.81% +0.81
MANH Manhattan Associates Inc. New 0.80% +0.80
ENS Enersys New 0.80% +0.80
GOLDEN OCEAN GROUP LTD New 0.80% +0.80
PAGS Pagseguro Digital Ltd. Class A New 0.80% +0.80
UBER Uber Technologies Inc. New 0.79% +0.79
HELE Helen of Troy Ltd. New 0.79% +0.79
CCK Crown Holdings Inc. New 0.79% +0.79
EME Emcor Group Inc. New 0.79% +0.79
NET Cloudflare Inc. Class A New 0.79% +0.79
NKE Nike Inc. Class B New 0.79% +0.79
UTI Universal Technical Institut New 0.78% +0.78
RHI Robert Half Inc. New 0.76% +0.76
UNF Unifirst Corp. New 0.74% +0.74
META Meta Platforms Inc. Class A New 0.74% +0.74
BF.B Brown-Forman Corp. Class B New 0.74% +0.74
MPWR Monolithic Power Systems Inc. New 0.73% +0.73
LMAT Lemaitre Vascular Inc. New 0.71% +0.71
GBCI Glacier Bancorp Inc. New 0.70% +0.70
CASH Pathward Financial Inc. New 0.67% +0.67
CLW Clearwater Paper Corp. New 0.64% +0.64
KGC Kinross Gold Corp. New 0.64% +0.64
ITRI Itron Inc. New 0.63% +0.63
CHE Chemed Corp. Add +366.2% 0.77% +0.61
ESE Esco Technologies Inc. New 0.61% +0.61
AAON Aaon Inc. Add +259.6% 0.80% +0.60
WDFC WD-40 Co. Add +301.4% 0.79% +0.59
SNV Synovus Financial Corp. New 0.58% +0.58
AMZN Amazon.com Inc. Add +213.7% 0.80% +0.57
WABC Westamerica Bancorporation New 0.57% +0.57
TEAM Atlassian Corp. Class A New 0.55% +0.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$22.2MPL, APH, AMD, KRNY, LOCO
Q1 2026 42$7.5MIAG, PAAS, TWST, HWKN, RUN
Q4 2025 8$746KSG, WEN, WU, PANL, MDXG
Q3 2025 173$79.7MBE, HELE, VSH, CFLT, APO
Q2 2025 96$66.3MHEI, IRTC, CYBR, DY, ESLT
Q1 2025 235$184.1MALHC, NEU, MGY, HEI, CTAS
Q4 2024 227$186.4MDK, REAL, CYBR, COKE, AMZN
Q3 2024 199$146.9MTROX, PSN, GWRE, POWI, ACIW
Q2 2024 199$141.5MUNH, ADMA, TTD, LITE, QTWO
Q1 2024 208$156.5MST, HAE, WHR, VLO, RDNT