SCM
FOLD

Semanteon Capital Management’s Amicus Therapeutics FOLD Stock Holding History

Semanteon Capital Management’s Portfolio FOLD Stock Details FOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,674
Closed -$177K – 158
2025
Q1 		$177K Sell
21,674
-127,482
-85% -$1.18M 0.1% 225
2024
Q4 		$1.41M Buy
149,156
+43,288
+41% +$450K 0.75% 50
2024
Q3 		$1.13M Buy
+105,868
New +$1.15M 0.77% 52

Other funds holding FOLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Semanteon Capital Management's FOLD Position: Q2 2025 in Review

Semanteon Capital Management sold out of Amicus Therapeutics (FOLD) in Q2 2025, closing a stake of 21,674 shares — an estimated $177K sold.

Semanteon Capital Management first reported a position in FOLD in Q3 2024 and held it in 3 quarters. The position peaked at $1.41M in Q4 2024. 272 funds tracked by Wall St. Rank hold FOLD as of Q2 2025.

  • Semanteon Capital Management reported no remaining Amicus Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 21,674 Amicus Therapeutics shares in Q2 2025, an estimated $177K.
  • Semanteon Capital Management first reported a position in Amicus Therapeutics in Q3 2024 and held it in 3 quarters.
  • Semanteon Capital Management's Amicus Therapeutics position peaked at $1.41M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2025.

Based on Semanteon Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.