SEC 13F Intelligence

Semanteon Capital Management, LP / IRTC

Semanteon Capital Management, LP’s Irhythm Holdings Inc Position

Does Semanteon Capital Management, LP own Irhythm Holdings Inc (IRTC)? Not currently — the last reported position was 10.0K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2025
Shares
10.0K
% of Portfolio
+2.31%
Quarters Held
2
position exited

Position History IRTC

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.0K$2M+2.31%
Q1 202510.3K$1M+0.59%

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 IRTC.