SEC 13F Intelligence

Semanteon Capital Management, LP / UNH

Semanteon Capital Management, LP’s Unitedhealth Group Inc Position

Does Semanteon Capital Management, LP own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 2.6K shares worth $813,306 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$813,306
Q2 2025
Shares
2.6K
% of Portfolio
+1.23%
Quarters Held
5
position exited

Position History UNH

Reported value by quarter
Q2 ’24: $1MQ2 ’24Q3 ’24: $275,969Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $813,306Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20252.6K$813,306+1.23%
Q1 20252.0K$1M+0.57%
Q4 20242.5K$1M+0.67%
Q3 2024472$275,969+0.19%
Q2 20242.5K$1M+0.89%

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 UNH.