Seldon Capital Lp Top Holdings and 13F Report (2026)

About Seldon Capital Lp

Investment Activity

Seldon Capital Lp has $319.65 million in total holdings as of June 30, 2026.
Seldon Capital Lp owns shares of 74 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 20.48% of the portfolio was purchased this quarter.
About 19.30% of the portfolio was sold this quarter.
This quarter, Seldon Capital Lp has purchased 65 new stocks and bought additional shares in 3 stocks.
Seldon Capital Lp sold shares of 5 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Intel: $31,566,294
CELESTICA INC: $25,822,368
TALEN ENERGY CORP: $21,441,708
VeriSign: $18,323,379
Vanguard Total Stock Market ETF: $16,207,012

Largest New Holdings this Quarter

92343E102 - VeriSign: $18,323,379 Holding
03831W108 - APPLOVIN CORP: $11,301,570 Holding
922417100 - Veeco Instruments: $7,672,779 Holding
55306N104 - MKS: $4,581,440 Holding
227046109 - Crocs: $4,540,286 Holding

Largest Purchases this Quarter

VeriSign: 72,839 shares (about $18.32M)
APPLOVIN CORP: 21,935 shares (about $11.30M)
Veeco Instruments: 101,224 shares (about $7.67M)
MKS: 10,300 shares (about $4.58M)
Crocs: 37,635 shares (about $4.54M)

Largest Sales this Quarter

NU: 129,693 shares (about $1.73M)
HUYA: 625,879 shares (about $1.44M)
Pampa Energia: 10,826 shares (about $889.14K)
Vertiv: 1,204 shares (about $403.12K)
PDD: 2,333 shares (about $177.96K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
INTC Intel	$31,566,294		0.0%	226,071	9.9%	Technology
CELESTICA INC	$25,822,368		0.0%	70,785	8.1%	COM
TALEN ENERGY CORP	$21,441,708		0.0%	55,800	6.7%	COM
VRSN VeriSign	$18,323,379	$18,323,379 â–²	New Holding	72,839	5.7%	Technology
VTI Vanguard Total Stock Market ETF	$16,207,012		0.0%	43,798	5.1%	ETF
LITHIUM ARGENTINA AG	$15,369,014		0.0%	1,858,689	4.8%	COM SHS
SQM Sociedad Quimica y Minera	$14,053,384		0.0%	189,808	4.4%	Materials
TER Teradyne	$13,208,832		0.0%	27,300	4.1%	Technology
VT Vanguard Total World Stock ETF	$11,857,102		0.0%	75,547	3.7%	ETF
APPLOVIN CORP	$11,301,570	$11,301,570 â–²	New Holding	21,935	3.5%	COM CL A
VDC Vanguard Consumer Staples ETF	$10,731,746		0.0%	47,593	3.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$10,617,461		0.0%	149,017	3.3%	ETF
SMITHFIELD FOODS INC	$8,221,447	$1,553,901 â–²	23.3%	338,889	2.6%	COM
VECO Veeco Instruments	$7,672,779	$7,672,779 â–²	New Holding	101,224	2.4%	Technology
NU NU	$7,279,330	$1,732,699 â–¼	-19.2%	544,860	2.3%	Finance
AAPL Apple	$6,732,828		0.0%	23,268	2.1%	Technology
VRT Vertiv	$6,069,617	$403,123 â–¼	-6.2%	18,128	1.9%	Industrials
IEFA iShares Core MSCI EAFE ETF	$6,029,007		0.0%	62,425	1.9%	ETF
U Unity Software	$5,332,942	$3,933,208 â–²	281.0%	186,597	1.7%	Technology
LXU Lsb Industries	$4,582,672	$2,925,305 â–²	176.5%	423,929	1.4%	Materials
MKSI MKS	$4,581,440	$4,581,440 â–²	New Holding	10,300	1.4%	Technology
CROX Crocs	$4,540,286	$4,540,286 â–²	New Holding	37,635	1.4%	Consumer Discretionary
PAM Pampa Energia	$4,404,714	$889,139 â–¼	-16.8%	53,631	1.4%	Utilities
HUYA HUYA	$3,797,836	$1,439,522 â–¼	-27.5%	1,651,233	1.2%	Communication Services
PDD PDD	$3,678,679	$177,961 â–¼	-4.6%	48,226	1.2%	Consumer Discretionary
NVDA NVIDIA	$3,569,606		0.0%	17,840	1.1%	Technology
STM STMicroelectronics	$3,367,429	$3,367,429 â–²	New Holding	44,965	1.1%	Technology
FCNCA First Citizens BancShares	$2,983,853		0.0%	1,434	0.9%	Finance
GOOGL Alphabet	$2,758,896		0.0%	7,720	0.9%	Communication Services
EFV iShares MSCI EAFE Value ETF	$2,373,050		0.0%	31,000	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,155,414		0.0%	26,019	0.7%	ETF
MSFT Microsoft	$1,912,101		0.0%	5,126	0.6%	Technology
TSM Taiwan Semiconductor Manufacturing	$1,825,750		0.0%	3,823	0.6%	Technology
GRUPO CIBEST SA	$1,704,409	$1,704,409 â–²	New Holding	21,458	0.5%	SPON ADS
VWO Vanguard FTSE Emerging Markets ETF	$1,620,464		0.0%	27,148	0.5%	ETF
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF	$1,616,926		0.0%	44,106	0.5%	ETF
BND Vanguard Total Bond Market ETF	$1,584,335		0.0%	21,582	0.5%	ETF
EC Ecopetrol	$1,424,000	$1,424,000 â–²	New Holding	100,000	0.4%	Energy
AMZN Amazon.com	$1,267,969		0.0%	5,320	0.4%	Consumer Discretionary
TWLO Twilio	$1,078,900	$1,078,900 â–²	New Holding	5,229	0.3%	Technology
TIP iShares TIPS Bond ETF	$931,796		0.0%	8,515	0.3%	ETF
TGT Target	$870,646	$870,646 â–²	New Holding	6,666	0.3%	Consumer Staples
AVDV Avantis International Small Cap Value ETF	$824,400		0.0%	8,000	0.3%	ETF
AMAT Applied Materials	$813,375		0.0%	1,125	0.3%	Technology
META Meta Platforms	$778,467		0.0%	1,382	0.2%	Communication Services
AVGO Broadcom	$725,280		0.0%	1,920	0.2%	Technology
LAM RESEARCH CORP	$667,328		0.0%	1,540	0.2%	COM NEW
VICTORIAS SECRET AND CO	$626,935		0.0%	7,510	0.2%	COMMON STOCK
IGM iShares Expanded Tech Sector ETF	$619,314		0.0%	3,786	0.2%	ETF
V Visa	$513,263		0.0%	1,496	0.2%	Finance
AMD Advanced Micro Devices	$488,545	$488,545 â–²	New Holding	841	0.2%	Technology
LLY Eli Lilly and Company	$484,570		0.0%	404	0.2%	Healthcare
ITOT iShares Core S&P Total U.S. Stock Market ETF	$472,441		0.0%	2,876	0.1%	ETF
APH Amphenol	$470,422		0.0%	2,668	0.1%	Technology
CWB SPDR Bloomberg Convertible Securities ETF	$438,612		0.0%	4,068	0.1%	ETF
JNJ Johnson & Johnson	$435,051		0.0%	1,713	0.1%	Healthcare
MRVL Marvell Technology	$399,768	$399,768 â–²	New Holding	1,342	0.1%	Technology
KLAC KLA	$337,915	$337,915 â–²	New Holding	1,120	0.1%	Technology
ORCL Oracle	$331,936		0.0%	2,265	0.1%	Technology
FLDR Fidelity Low Duration Bond Factor ETF	$328,321		0.0%	6,552	0.1%	ETF
ANGLOGOLD ASHANTI PLC	$322,994		0.0%	3,993	0.1%	COM SHS
BAC Bank of America	$313,504		0.0%	5,502	0.1%	Finance
WALMART INC	$311,918		0.0%	2,754	0.1%	COM
HD Home Depot	$290,961		0.0%	825	0.1%	Consumer Discretionary
UNH UnitedHealth Group	$285,538	$285,538 â–²	New Holding	687	0.1%	Healthcare
PG Procter & Gamble	$268,058		0.0%	1,828	0.1%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$264,248		0.0%	11,600	0.1%	ETF
MRK Merck & Co., Inc.	$240,681		0.0%	1,873	0.1%	Healthcare
MA Mastercard	$233,174		0.0%	454	0.1%	Finance
COST Costco Wholesale	$222,642		0.0%	238	0.1%	Consumer Staples
EWY iShares MSCI South Korea ETF	$201,900	$201,900 â–²	New Holding	1,000	0.1%	ETF
TXN Texas Instruments	$200,303	$200,303 â–²	New Holding	672	0.1%	Technology
SILVACO GROUP INC	$184,634	$184,634 â–²	New Holding	13,389	0.1%	COM
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$80,978	$80,978 â–²	New Holding	14,010	0.0%	Utilities
BSY Bentley Systems	$0	$27,863,295 â–¼	-100.0%	0	0.0%	Technology
EQT EQT	$0	$11,235,578 â–¼	-100.0%	0	0.0%	Energy
CF CF Industries	$0	$5,410,043 â–¼	-100.0%	0	0.0%	Materials
FASTLY INC	$0	$4,395,761 â–¼	-100.0%	0	0.0%	CL A
ECH iShares MSCI Chile ETF	$0	$4,378,411 â–¼	-100.0%	0	0.0%	ETF
GRAYSCALE BITCOIN TRUST ETF	$0	$2,959,836 â–¼	-100.0%	0	0.0%	SHS REP COM UT
GRAYSCALE BITCOIN MINI TR ET	$0	$396,498 â–¼	-100.0%	0	0.0%	SHS NEW
ISRG Intuitive Surgical	$0	$212,977 â–¼	-100.0%	0	0.0%	Healthcare
MUFG Mitsubishi UFJ Financial Group	$0	$191,303 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Seldon Capital Lp Top Holdings and 13F Report (2026)

About Seldon Capital Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Seldon Capital Lp Top Holdings and 13F Report (2026)

About Seldon Capital Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeldon Capital Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools