SEC 13F Intelligence

Semanteon Capital Management, LP / AVAV

Semanteon Capital Management, LP’s Aerovironment Inc Position

Does Semanteon Capital Management, LP own Aerovironment Inc (AVAV)? Not currently — the last reported position was 3.1K shares worth $873,942 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$873,942
Q2 2025
Shares
3.1K
% of Portfolio
+1.32%
Quarters Held
2
position exited

Position History AVAV

Reported value by quarter
Q4 ’23: $535,922Q4 ’23Q2 ’25: $873,942Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20253.1K$873,942+1.32%
Q4 20234.3K$535,922+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of AVAV.