SELDON CAPITAL LP
13F Reported Value
ⓘ$319.6M
Holdings
74
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SELDON CAPITAL LP disclosed 74 positions worth $319.6M in its Form 13F-HR for Q2 2026, led by $INTC (INTEL CORP) at 9.9% of the equity portfolio, followed by $CLS and $TLN. During the quarter the fund opened 18 new positions and exited 9 — including a new stake in $VRSN and a full exit from $BSY. The portfolio is most concentrated in Technology (45.7% of disclosed assets). All figures are sourced directly from SELDON CAPITAL LP’s Form 13F-HR filing with the SEC under CIK 1867731.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 45.6#1,864
Quality
$31.6M226,071 sh - 69.8#243
Quality
$25.8M70,785 sh - 57.2#1,112
Quality
$21.4M55,800 sh - 71.3
Quality
$18.3M72,839 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$16.2M43,798 sh- —
Quality
$15.4M1,858,689 sh - $14.1M189,808 sh
- 77.3
Quality
$13.2M27,300 sh - 58.1
Quality
$11.9M75,547 sh - 84.4
Quality
$11.3M21,935 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INTEL CORP$INTC | 45.6#1,864 | $31.6M | 226,071 |
 CELESTICA INC$CLS | 69.8#243 | $25.8M | 70,785 |
 Talen Energy Corp$TLN | 57.2#1,112 | $21.4M | 55,800 |
 VERISIGN INC/CA$VRSN | 71.3 | $18.3M | 72,839 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $16.2M | 43,798 |
 Lithium Argentina AG$LAR | — | $15.4M | 1,858,689 |
 CHEMICAL & MINING CO OF CHILE INC$SQM | — | $14.1M | 189,808 |
 TERADYNE, INC$TER | 77.3 | $13.2M | 27,300 |
 DOVER Corp$DOV | 58.1 | $11.9M | 75,547 |
 AppLovin Corp$APP | 84.4 | $11.3M | 21,935 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SELDON CAPITAL LP's 74 positions.
Showing top 10 of 74 holdings.
Sector Allocation
Technology
$146.0M
Other
$57.0M
Materials
$34.3M
Utilities
$25.9M
Industrials
$23.9M
Financials
$13.0M
Consumer Staples
$8.5M
Consumer Discretionary
$8.1M
Full Holdings — SELDON CAPITAL LP (Q2 2026)
All 74 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $INTC | INTEL CORP | $31.6M | 9.9% | +0% | 45.6 |
| 2 | $CLS | CELESTICA INC | $25.8M | 8.1% | +0% | 69.8 |
| 3 | $TLN | Talen Energy Corp | $21.4M | 6.7% | +0% | 57.2 |
| 4 | $VRSN | VERISIGN INC/CA | $18.3M | 5.7% | NEW | 71.3 |
| 5 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.2M | 5.1% | +0% | — |
| 6 | $LAR | Lithium Argentina AG | $15.4M | 4.8% | +0% | — |
| 7 | $SQM | CHEMICAL & MINING CO OF CHILE INC | $14.1M | 4.4% | +0% | — |
| 8 | $TER | TERADYNE, INC | $13.2M | 4.1% | +0% | 77.3 |
| 9 | $DOV | DOVER Corp | $11.9M | 3.7% | +0% | 58.1 |
| 10 | $APP | AppLovin Corp | $11.3M | 3.5% | NEW | 84.4 |
| 11 | — | VANGUARD WORLD FD - CONSUM STP ETF | $10.7M | 3.4% | +0% | — |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $10.6M | 3.3% | +0% | — |
| 13 |  $SFD | SMITHFIELD FOODS INC | $8.2M | 2.6% | +23% | 57.2 |
| 14 |  $VECO | VEECO INSTRUMENTS INC | $7.7M | 2.4% | NEW | 42.8 |
| 15 |  $NU | Nu Holdings Ltd. | $7.3M | 2.3% | -19% | — |
| 16 |  $AAPL | Apple Inc. | $6.7M | 2.1% | +0% | 76.4 |
| 17 |  $VRT | Vertiv Holdings Co | $6.1M | 1.9% | -6% | 81 |
| 18 | — | ISHARES TR - CORE MSCI EAFE | $6.0M | 1.9% | +0% | — |
| 19 |  $U | Unity Software Inc. | $5.3M | 1.7% | +281% | 38.9 |
| 20 |  $LXU | LSB INDUSTRIES, INC. | $4.6M | 1.4% | +177% | 58.9 |
| 21 |  $MKSI | MKS INC | $4.6M | 1.4% | NEW | 61.2 |
| 22 |  $CROX | Crocs, Inc. | $4.5M | 1.4% | NEW | 58 |
| 23 |  $PAM | Pampa Energy Inc. | $4.4M | 1.4% | -17% | — |
| 24 |  $HUYA | HUYA Inc. | $3.8M | 1.2% | -27% | — |
| 25 |  $PDD | PDD Holdings Inc. | $3.7M | 1.1% | -5% | — |
| 26 |  $NVDA | NVIDIA CORP | $3.6M | 1.1% | +0% | 85.9 |
| 27 |  $STM | STMicroelectronics N.V. | $3.4M | 1.1% | NEW | — |
| 28 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $3.0M | 0.9% | +0% | 52.9 |
| 29 |  $GOOG | Alphabet Inc. | $2.8M | 0.9% | +0% | 78.2 |
| 30 | — | ISHARES TR - EAFE VALUE ETF | $2.4M | 0.7% | +0% | — |
| 31 | — | ISHARES INC - CORE MSCI EMKT | $2.2M | 0.7% | +0% | — |
| 32 |  $MSFT | MICROSOFT CORP | $1.9M | 0.6% | +0% | 79.8 |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8M | 0.6% | +0% | — |
| 34 |  $CIB | Grupo Cibest S.A. | $1.7M | 0.5% | NEW | — |
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.6M | 0.5% | +0% | — |
| 36 | — | DBX ETF TR - XTRACK HRVST CSI | $1.6M | 0.5% | +0% | — |
| 37 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.6M | 0.5% | +0% | — |
| 38 |  $EC | ECOPETROL S.A. | $1.4M | 0.5% | NEW | — |
| 39 |  $AMZN | AMAZON COM INC | $1.3M | 0.4% | +0% | 68.7 |
| 40 |  $TWLO | TWILIO INC | $1.1M | 0.3% | NEW | 70.4 |
| 41 | — | ISHARES TR - TIPS BD ETF | $931,796 | 0.3% | +0% | — |
| 42 |  $TGT | TARGET CORP | $870,646 | 0.3% | NEW | 60.7 |
| 43 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $824,400 | 0.3% | +0% | — |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $813,375 | 0.3% | +0% | 72.3 |
| 45 |  $META | Meta Platforms, Inc. | $778,467 | 0.2% | +0% | 79.6 |
| 46 |  $AVGO | Broadcom Inc. | $725,280 | 0.2% | +0% | 84.5 |
| 47 |  $LRCX | LAM RESEARCH CORP | $667,328 | 0.2% | +0% | 79.4 |
| 48 |  $VSXY | Victoria's Secret & Co. | $626,935 | 0.2% | +0% | 65.6 |
| 49 | — | ISHARES TR - EXPND TEC SC ETF | $619,314 | 0.2% | +0% | — |
| 50 |  $V | VISA INC. | $513,263 | 0.2% | +0% | 82.9 |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $488,545 | 0.1% | NEW | 79.8 |
| 52 |  $LLY | ELI LILLY & Co | $484,570 | 0.1% | +0% | 87.5 |
| 53 | — | ISHARES TR - CORE S&P TTL STK | $472,441 | 0.1% | +0% | — |
| 54 |  $APH | AMPHENOL CORP /DE/ | $470,422 | 0.1% | +0% | 79.3 |
| 55 | — | SPDR SERIES TRUST - ST STR CONV ETF | $438,612 | 0.1% | +0% | — |
| 56 |  $JNJ | JOHNSON & JOHNSON | $435,051 | 0.1% | +0% | 69 |
| 57 |  $MRVL | Marvell Technology, Inc. | $399,768 | 0.1% | NEW | 76.5 |
| 58 |  $KLAC | KLA CORP | $337,915 | 0.1% | NEW | 78.6 |
| 59 |  $ORCL | ORACLE CORP | $331,936 | 0.1% | +0% | 66.2 |
| 60 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | $328,321 | 0.1% | +0% | — |
| 61 |  $AU | AngloGold Ashanti PLC | $322,994 | 0.1% | +0% | — |
| 62 |  $BAC | BANK OF AMERICA CORP /DE/ | $313,504 | 0.1% | +0% | 67.6 |
| 63 |  $WMT | Walmart Inc. | $311,918 | 0.1% | +0% | 60.2 |
| 64 |  $HD | HOME DEPOT, INC. | $290,961 | 0.1% | +0% | 60.3 |
| 65 |  $UNH | UNITEDHEALTH GROUP INC | $285,538 | 0.1% | NEW | 62.7 |
| 66 |  $PG | PROCTER & GAMBLE Co | $268,058 | 0.1% | +0% | 64.6 |
| 67 | — | ISHARES TR - US TREAS BD ETF | $264,248 | 0.1% | +0% | — |
| 68 |  $MRK | Merck & Co., Inc. | $240,681 | 0.1% | +0% | 59.9 |
| 69 |  $MA | Mastercard Inc | $233,174 | 0.1% | +0% | 85.1 |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $222,642 | 0.1% | +0% | 66.2 |
| 71 | — | ISHARES INC - MSCI STH KOR ETF | $201,900 | 0.1% | NEW | — |
| 72 |  $TXN | TEXAS INSTRUMENTS INC | $200,303 | 0.1% | NEW | 73.4 |
| 73 |  $SVCO | Silvaco Group, Inc. | $184,634 | 0.1% | NEW | 26.2 |
| 74 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $80,978 | 0.0% | NEW | 51 |
New Positions (18)
$VRSN VERISIGN INC/CA$18.3M$APP AppLovin Corp$11.3M$VECO VEECO INSTRUMENTS INC$7.7M$MKSI MKS INC$4.6M$CROX Crocs, Inc.$4.5M$STM STMicroelectronics N.V.$3.4M$CIB Grupo Cibest S.A.$1.7M$EC ECOPETROL S.A.$1.4M$TWLO TWILIO INC$1.1M$TGT TARGET CORP$870,646$AMD ADVANCED MICRO DEVICES INC$488,545$MRVL Marvell Technology, Inc.$399,768$KLAC KLA CORP$337,915$UNH UNITEDHEALTH GROUP INC$285,538
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