Seldon Capital LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Seldon Capital LP reported 74 stock positions worth $319.6 million. Its top holding was Intel (INTC) at 9.9% of the portfolio, followed by Celestica (CLS, 8.1%) and Talen Energy (TLN, 6.7%). Compared with Q1 2026, it opened 18 new positions, sold out of 9, added to 3 and reduced 5. The biggest buy was a new position in Verisign (VRSN) and the biggest sale an exit from Bentley Systems Class B (BSY).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$319.6M (Q2 2026)
SEC Filing
0002073679-26-000095 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $178.9M Q2 2024 Q3 2024: $177.3M Q3 2024 Q4 2024: $244.3M Q4 2024 Q1 2025: $158.9M Q1 2025 Q2 2025: $230.2M Q2 2025 Q3 2025: $284.5M Q3 2025 Q4 2025: $288.8M Q4 2025 Q1 2026: $272.0M Q1 2026 Q2 2026: $319.6M $319.6M Q2 2026

Holdings 74 stocks · $319.6M
INTC Intel Corp. 9.88% 226,071 $31.6M No change
CLS Celestica Inc. 8.08% 70,785 $25.8M No change
TLN Talen Energy Corp. 6.71% 55,800 $21.4M No change
VRSN Verisign Inc. 5.73% 72,839 $18.3M New
VTI VG Morningstar TS MKT ETF-US 5.07% 43,798 $16.2M No change
LAR Lithium Argentina AG 4.81% 1,858,689 $15.4M No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 4.40% 189,808 $14.1M No change
TER Teradyne Inc. 4.13% 27,300 $13.2M No change
VT Vanguard Tot World STK ETF 3.71% 75,547 $11.9M No change
APP AppLovin Corp. Class A 3.54% 21,935 $11.3M New
VDC Vanguard Consumer Staple ETF 3.36% 47,593 $10.7M No change
VEA Vanguard Ftse Developed ETF 3.32% 149,017 $10.6M No change
SFD Smithfield Foods Inc. 2.57% 338,889 $8.2M Add +23.3%
VECO Veeco Instruments Inc. 2.40% 101,224 $7.7M New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 2.28% 544,860 $7.3M Reduce -19.2%
AAPL Apple Inc. 2.11% 23,268 $6.7M No change
VRT Vertiv Holdings Co. Class A 1.90% 18,128 $6.1M Reduce -6.2%
IEFA iShares Core MSCI Eafe ETF 1.89% 62,425 $6.0M No change
U Unity Software Inc. 1.67% 186,597 $5.3M Add +281.0%
LXU LSB Industries Inc. 1.43% 423,929 $4.6M Add +176.5%
MKSI MKS Inc. 1.43% 10,300 $4.6M New
CROX Crocs Inc. 1.42% 37,635 $4.5M New
PAM Pampa Energia SA-Spon ADR 1.38% 53,631 $4.4M Reduce -16.8%
HUYA Huya Inc.-ADR 1.19% 1,651,233 $3.8M Reduce -27.5%
PDD PDD Holdings Inc. 1.15% 48,226 $3.7M Reduce -4.6%
NVDA Nvidia Corp. 1.12% 17,840 $3.6M No change
STM Stmicroelectronics NV-NY SHS 1.05% 44,965 $3.4M New
FCNCA First Citizens Bcshs Class A 0.93% 1,434 $3.0M No change
GOOGL Alphabet Inc. Class A 0.86% 7,720 $2.8M No change
EFV iShares MSCI Eafe Value ETF 0.74% 31,000 $2.4M No change
IEMG iShares Core MSCI Emerging 0.67% 26,019 $2.2M No change
MSFT Microsoft Corp. 0.60% 5,126 $1.9M No change
TSM Taiwan Semiconductor-SP ADR 0.57% 3,823 $1.8M No change
CIB Grupo Cibest SA-ADR 0.53% 21,458 $1.7M New
VWO Vanguard Ftse Emerging Marke 0.51% 27,148 $1.6M No change
ASHR Xtrackers Harvest Csi 300 CH 0.51% 44,106 $1.6M No change
BND Vanguard Total Bond Market 0.50% 21,582 $1.6M No change
EC Ecopetrol SA-Sponsored ADR 0.45% 100,000 $1.4M New
AMZN Amazon.com Inc. 0.40% 5,320 $1.3M No change
TWLO Twilio Inc. Class A 0.34% 5,229 $1.1M New
TIP iShares Tips Bond ETF 0.29% 8,515 $932K No change
TGT Target Corp. 0.27% 6,666 $871K New
AVDV Avantis Intl S/C Value ETF 0.26% 8,000 $824K No change
AMAT Applied Materials Inc. 0.25% 1,125 $813K No change
META Meta Platforms Inc. Class A 0.24% 1,382 $778K No change
AVGO Broadcom Inc. 0.23% 1,920 $725K No change
LRCX Lam Research Corp. 0.21% 1,540 $667K No change
VSXY Victoria's Secret & Co. 0.20% 7,510 $627K No change
IGM iShares Expanded Tech Sector 0.19% 3,786 $619K No change
V Visa Inc. Class A 0.16% 1,496 $513K No change
AMD Advanced Micro Devices 0.15% 841 $489K New
LLY Eli Lilly & Co. 0.15% 404 $485K No change
ITOT iShares Core S&P Total U.S. 0.15% 2,876 $472K No change
APH Amphenol Corp. Class A 0.15% 2,668 $470K No change
CWB SS SPDR BB Conv Sec ETF 0.14% 4,068 $439K No change
JNJ Johnson & Johnson 0.14% 1,713 $435K No change
MRVL Marvell Technology Inc. 0.13% 1,342 $400K New
KLAC KLA Corp. 0.11% 1,120 $338K New
ORCL Oracle Corp. 0.10% 2,265 $332K No change
FLDR Fidelity Low Durat Fact ETF 0.10% 6,552 $328K No change
AU Anglogold Ashanti PLC 0.10% 3,993 $323K No change
BAC Bank of America Corp. 0.10% 5,502 $314K No change
WMT Walmart Inc. 0.10% 2,754 $312K No change
HD Home Depot Inc. 0.09% 825 $291K No change
UNH Unitedhealth Group Inc. 0.09% 687 $286K New
PG The Procter & Gamble Co. 0.08% 1,828 $268K No change
GOVT iShares US Treasury Bond ETF 0.08% 11,600 $264K No change
MRK Merck & Co. Inc. 0.08% 1,873 $241K No change
MA Mastercard Inc. Class A 0.07% 454 $233K No change
COST Costco Wholesale Corp. 0.07% 238 $223K No change
EWY iShares MSCI South Korea ETF 0.06% 1,000 $202K New
TXN Texas Instruments Inc. 0.06% 672 $200K New
SVCO Silvaco Group Inc. 0.06% 13,389 $185K New
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.03% 14,010 $81K New

Portfolio Sells Q1 2026 → Q2 2026
BSY Bentley Systems Inc. Class B Sold out 0.00% −10.24
EQT Eqt Corp. Sold out 0.00% −4.13
CF CF Industries Holdings Inc. Sold out 0.00% −1.99
FSLY Fastly Inc. Class A Sold out 0.00% −1.62
ECH iShares MSCI Chile ETF Sold out 0.00% −1.61
HUYA Huya Inc.-ADR Reduce -27.5% 1.19% −1.57
NU Nu Holdings Ltd./Cayman Isl-A Reduce -19.2% 2.28% −1.29
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −1.09
PDD PDD Holdings Inc. Reduce -4.6% 1.15% −0.75
PAM Pampa Energia SA-Spon ADR Reduce -16.8% 1.38% −0.72
BTC Grayscale Bitcoin Mini ETF Sold out 0.00% −0.15
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.08
MUFG Mitsubishi Ufj Finl-Spon ADR Sold out 0.00% −0.07
VRT Vertiv Holdings Co. Class A Reduce -6.2% 1.90% +0.12

Portfolio Buys Q1 2026 → Q2 2026
VRSN Verisign Inc. New 5.73% +5.73
APP AppLovin Corp. Class A New 3.54% +3.54
VECO Veeco Instruments Inc. New 2.40% +2.40
MKSI MKS Inc. New 1.43% +1.43
CROX Crocs Inc. New 1.42% +1.42
U Unity Software Inc. Add +281.0% 1.67% +1.27
STM Stmicroelectronics NV-NY SHS New 1.05% +1.05
LXU LSB Industries Inc. Add +176.5% 1.43% +0.59
CIB Grupo Cibest SA-ADR New 0.53% +0.53
EC Ecopetrol SA-Sponsored ADR New 0.45% +0.45
TWLO Twilio Inc. Class A New 0.34% +0.34
TGT Target Corp. New 0.27% +0.27
AMD Advanced Micro Devices New 0.15% +0.15
MRVL Marvell Technology Inc. New 0.13% +0.13
KLAC KLA Corp. New 0.11% +0.11
UNH Unitedhealth Group Inc. New 0.09% +0.09
EWY iShares MSCI South Korea ETF New 0.06% +0.06
TXN Texas Instruments Inc. New 0.06% +0.06
SVCO Silvaco Group Inc. New 0.06% +0.06
SBS Cia Saneamento Basico DE-ADR New 0.03% +0.03
SFD Smithfield Foods Inc. Add +23.3% 2.57% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 74$319.6MINTC, CLS, TLN, VRSN, VTI
Q1 2026 65$272.0MBSY, CLS, TLN, SQM, VTI
Q4 2025 65$288.8MVT, CLS, TLN, SQM, VTI
Q3 2025 70$284.5MTLN, VT, CLS, VTI, ECH
Q2 2025 67$230.2MVT, TLN, CLS, VTI, NU
Q1 2025 58$158.9MCLS, TLN, VTI, VDC, VT
Q4 2024 67$244.3MRDDT, CLS, TLN, VTI, VRT
Q3 2024 65$177.3MRDDT, VTI, TLN, CLS, VDC
Q2 2024 60$178.9MRDDT, VRT, VTI, CLS, EDU
Q1 2024 58$165.1MVRT, RDDT, VTI, EDU, CLS