SEMITAM BONAM LLC
All 13F Filings
- Location
- Goshen, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,135
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 50 | 136,135 | 13F-HR | SEMITAM BONAM LLC |
| Q1 2026 | 4/21/2026 | 44 | 122,381 | 13F-HR | SEMITAM BONAM LLC |
| Q4 2025 | 1/20/2026 | 47 | 120,079 | 13F-HR | SEMITAM BONAM LLC |
| Q3 2025 | 10/21/2025 | 44 | 111,813 | 13F-HR | SEMITAM BONAM LLC |
| Q2 2025 | 7/29/2025 | 45 | 106,234 | 13F-HR | SEMITAM BONAM LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.908 K | 1.4% | 893 | 0 | 893 |
| ETFs | 134.2 K | 98.6% | 12.86 K | 0 | 12.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
136,135
Holdings
50
QoQ value change ($000)
13,754
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.