SELDON CAPITAL LP — 13F Holdings & Portfolio
CIK 1867731 · latest 13F-HR filed 2026-08-14
SELDON CAPITAL LP manages $319.6M in 13F-reported U.S. long-equity assets across 74 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are INTC (9.88%), CLS (8.08%), TLN (6.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 9, added to 35, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SAN FRANCISCO, CA 94118
$319.6M
Long-equity book
74
Distinct positions
2026-06-30
Filed 2026-08-14
+18 / −9 / ↑35 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTEL CORP$21.6M +216.4%
- CELESTICA INC$5.9M +29.5%
- TERADYNE INC$5.1M +63.2%
- UNITY SOFTWARE INC$4.3M +396.3%
- TALEN ENERGY CORP$3.6M +20.4%
Top Trims
- HUYA INC-$3.7M -49.5%
- NU HLDGS LTD-$2.4M -24.9%
- PDD HOLDINGS INC-$1.5M -28.8%
- SOCIEDAD QUIMICA Y MINERA DE-$1.3M -8.5%
- PAMPA ENERGIA SA-$1.3M -22.8%
New Positions
- VERISIGN INC$18.3M
- APPLOVIN CORP$11.3M
- VEECO INSTRS INC DEL$7.7M
- MKS INC.$4.6M
- CROCS INC$4.5M
Exited Positions
- BENTLEY SYS INC$27.9M
- EQT CORP$11.2M
- CF INDUSTRIES HOLD$5.4M
- FASTLY INC$4.4M
- ISHARES INC$4.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INTEL CORP | INTC | 458140100 | $31.6M | 9.88% | 226,071 | SH |
| 2 | CELESTICA INC | CLS | 15101Q207 | $25.8M | 8.08% | 70,785 | SH |
| 3 | TALEN ENERGY CORP | TLN | 87422Q109 | $21.4M | 6.71% | 55,800 | SH |
| 4 | VERISIGN INC | VRSN | 92343E102 | $18.3M | 5.73% | 72,839 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $16.2M | 5.07% | 43,798 | SH |
| 6 | LITHIUM ARGENTINA AG | LAR | H5012F103 | $15.4M | 4.81% | 1,858,689 | SH |
| 7 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $14.1M | 4.40% | 189,808 | SH |
| 8 | TERADYNE INC | TER | 880770102 | $13.2M | 4.13% | 27,300 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $11.9M | 3.71% | 75,547 | SH |
| 10 | APPLOVIN CORP | APP | 03831W108 | $11.3M | 3.54% | 21,935 | SH |
| 11 | VANGUARD WORLD FD | VDC | 92204A207 | $10.7M | 3.36% | 47,593 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $10.6M | 3.32% | 149,017 | SH |
| 13 | SMITHFIELD FOODS INC | SFD | 832248207 | $8.2M | 2.57% | 338,889 | SH |
| 14 | VEECO INSTRS INC DEL | VECO | 922417100 | $7.7M | 2.40% | 101,224 | SH |
| 15 | NU HLDGS LTD | NU | G6683N103 | $7.3M | 2.28% | 544,860 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $6.7M | 2.11% | 23,268 | SH |
| 17 | VERTIV HOLDINGS CO | VRT | 92537N108 | $6.1M | 1.90% | 18,128 | SH |
| 18 | ISHARES TR | IEFA | 46432F842 | $6.0M | 1.89% | 62,425 | SH |
| 19 | UNITY SOFTWARE INC | U | 91332U101 | $5.3M | 1.67% | 186,597 | SH |
| 20 | LSB INDS INC | LXU | 502160104 | $4.6M | 1.43% | 423,929 | SH |
| 21 | MKS INC. | MKSI | 55306N104 | $4.6M | 1.43% | 10,300 | SH |
| 22 | CROCS INC | CROX | 227046109 | $4.5M | 1.42% | 37,635 | SH |
| 23 | PAMPA ENERGIA SA | PAM | 697660207 | $4.4M | 1.38% | 53,631 | SH |
| 24 | HUYA INC | HUYA | 44852D108 | $3.8M | 1.19% | 1,651,233 | SH |
| 25 | PDD HOLDINGS INC | PDD | 722304102 | $3.7M | 1.15% | 48,226 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.6M | 1.12% | 17,840 | SH |
| 27 | STMICROELECTRONICS N V | STM | 861012102 | $3.4M | 1.05% | 44,965 | SH |
| 28 | FIRST CTZNS BANCSHARES INC D | FCNCA | 31946M103 | $3.0M | 0.93% | 1,434 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $2.8M | 0.86% | 7,720 | SH |
| 30 | ISHARES TR | EFV | 464288877 | $2.4M | 0.74% | 31,000 | SH |
| 31 | ISHARES INC | IEMG | 46434G103 | $2.2M | 0.67% | 26,019 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 0.60% | 5,126 | SH |
| 33 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.8M | 0.57% | 3,823 | SH |
| 34 | GRUPO CIBEST SA | CIB | 40090E106 | $1.7M | 0.53% | 21,458 | SH |
| 35 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.6M | 0.51% | 27,148 | SH |
| 36 | DBX ETF TR | ASHR | 233051879 | $1.6M | 0.51% | 44,106 | SH |
| 37 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.6M | 0.50% | 21,582 | SH |
| 38 | ECOPETROL S A | EC | 279158109 | $1.4M | 0.45% | 100,000 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $1.3M | 0.40% | 5,320 | SH |
| 40 | TWILIO INC | TWLO | 90138F102 | $1.1M | 0.34% | 5,229 | SH |
| 41 | ISHARES TR | TIP | 464287176 | $931.8K | 0.29% | 8,515 | SH |
| 42 | TARGET CORP | TGT | 87612E106 | $870.6K | 0.27% | 6,666 | SH |
| 43 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $824.4K | 0.26% | 8,000 | SH |
| 44 | APPLIED MATLS INC | AMAT | 038222105 | $813.4K | 0.25% | 1,125 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $778.5K | 0.24% | 1,382 | SH |
| 46 | BROADCOM INC | AVGO | 11135F101 | $725.3K | 0.23% | 1,920 | SH |
| 47 | LAM RESEARCH CORP | LRCX | 512807306 | $667.3K | 0.21% | 1,540 | SH |
| 48 | VICTORIAS SECRET AND CO | VSXY | 926400102 | $626.9K | 0.20% | 7,510 | SH |
| 49 | ISHARES TR | IGM | 464287549 | $619.3K | 0.19% | 3,786 | SH |
| 50 | VISA INC | V | 92826C839 | $513.3K | 0.16% | 1,496 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $319.6M | 74 | 0002073679-26-000095 |
| 2026-03-31 | 2026-05-15 | $272.0M | 65 | 0002073679-26-000058 |
| 2025-12-31 | 2026-02-17 | $288.8M | 65 | 0001867731-26-000002 |
| 2025-09-30 | 2025-11-14 | $284.5M | 70 | 0001867731-25-000010 |