Seldon Capital LP 13F Holdings · Q2 2026
Seldon Capital LP reported 74 securities worth $319.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: INTC (9.88%), CLS (8.08%), TLN (6.71%). Among its top 25 positions this quarter: 5 new, 3 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | $31.6M | 9.88% | 226,071 | Hold |
| 2 | CLS | CELESTICA INC | $25.8M | 8.08% | 70,785 | Hold |
| 3 | TLN | TALEN ENERGY CORP | $21.4M | 6.71% | 55,800 | Hold |
| 4 | VRSN | VERISIGN INC | $18.3M | 5.73% | 72,839 | New |
| 5 | VTI | VANGUARD INDEX FDS | $16.2M | 5.07% | 43,798 | Hold |
| 6 | LAR | LITHIUM ARGENTINA AG | $15.4M | 4.81% | 1.9M | Hold |
| 7 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $14.1M | 4.40% | 189,808 | Hold |
| 8 | TER | TERADYNE INC | $13.2M | 4.13% | 27,300 | Hold |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $11.9M | 3.71% | 75,547 | Hold |
| 10 | APP | APPLOVIN CORP | $11.3M | 3.54% | 21,935 | New |
| 11 | VDC | VANGUARD WORLD FD | $10.7M | 3.36% | 47,593 | Hold |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $10.6M | 3.32% | 149,017 | Hold |
| 13 | SFD | SMITHFIELD FOODS INC | $8.2M | 2.57% | 338,889 | Added |
| 14 | VECO | VEECO INSTRS INC DEL | $7.7M | 2.40% | 101,224 | New |
| 15 | NU | NU HLDGS LTD | $7.3M | 2.28% | 544,860 | Trimmed |
| 16 | AAPL | APPLE INC | $6.7M | 2.11% | 23,268 | Hold |
| 17 | VRT | VERTIV HOLDINGS CO | $6.1M | 1.90% | 18,128 | Trimmed |
| 18 | IEFA | ISHARES TR | $6.0M | 1.89% | 62,425 | Hold |
| 19 | U | UNITY SOFTWARE INC | $5.3M | 1.67% | 186,597 | Added |
| 20 | LXU | LSB INDS INC | $4.6M | 1.43% | 423,929 | Added |
| 21 | MKSI | MKS INC. | $4.6M | 1.43% | 10,300 | New |
| 22 | CROX | CROCS INC | $4.5M | 1.42% | 37,635 | New |
| 23 | PAM | PAMPA ENERGIA SA | $4.4M | 1.38% | 53,631 | Trimmed |
| 24 | HUYA | HUYA INC | $3.8M | 1.19% | 1.7M | Trimmed |
| 25 | PDD | PDD HOLDINGS INC | $3.7M | 1.15% | 48,226 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR