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SELDON CAPITAL LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $319,646,467
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INTEL CORP · COM · 458140100 · shares: $31,566,294
- CELESTICA INC · COM · 15101Q207 · shares: $25,822,368
- TALEN ENERGY CORP · COM · 87422Q109 · shares: $21,441,708
- VERISIGN INC · COM · 92343E102 · shares: $18,323,379
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $16,207,012
- LITHIUM ARGENTINA AG · COM SHS · H5012F103 · shares: $15,369,014
- SOCIEDAD QUIMICA Y MINERA DE · SPON ADR SER B · 833635105 · shares: $14,053,384
- TERADYNE INC · COM · 880770102 · shares: $13,208,832
- VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF · 922042742 · shares: $11,857,102
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $11,301,570
Reported holdings
74 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INTEL CORP | COM | 458140100 | — | 226,071 shares | $31,566,294 |
| CELESTICA INC | COM | 15101Q207 | — | 70,785 shares | $25,822,368 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 55,800 shares | $21,441,708 |
| VERISIGN INC | COM | 92343E102 | — | 72,839 shares | $18,323,379 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 43,798 shares | $16,207,012 |
| LITHIUM ARGENTINA AG | COM SHS | H5012F103 | — | 1,858,689 shares | $15,369,014 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | — | 189,808 shares | $14,053,384 |
| TERADYNE INC | COM | 880770102 | — | 27,300 shares | $13,208,832 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 75,547 shares | $11,857,102 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 21,935 shares | $11,301,570 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 47,593 shares | $10,731,746 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 149,017 shares | $10,617,461 |
| SMITHFIELD FOODS INC | COM | 832248207 | — | 338,889 shares | $8,221,447 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 101,224 shares | $7,672,779 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 544,860 shares | $7,279,330 |
| APPLE INC | COM | 037833100 | — | 23,268 shares | $6,732,828 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 18,128 shares | $6,069,617 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 62,425 shares | $6,029,007 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 186,597 shares | $5,332,942 |
| LSB INDS INC | COM | 502160104 | — | 423,929 shares | $4,582,672 |
| MKS INC. | COM | 55306N104 | — | 10,300 shares | $4,581,440 |
| CROCS INC | COM | 227046109 | — | 37,635 shares | $4,540,286 |
| PAMPA ENERGIA SA | SPONS ADR LVL I | 697660207 | — | 53,631 shares | $4,404,714 |
| HUYA INC | ADS REP SHS A | 44852D108 | — | 1,651,233 shares | $3,797,836 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | — | 48,226 shares | $3,678,679 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 17,840 shares | $3,569,606 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 44,965 shares | $3,367,429 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 1,434 shares | $2,983,853 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 7,720 shares | $2,758,896 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 31,000 shares | $2,373,050 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 26,019 shares | $2,155,414 |
| MICROSOFT CORP | COM | 594918104 | — | 5,126 shares | $1,912,101 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,823 shares | $1,825,750 |
| GRUPO CIBEST SA | SPON ADS | 40090E106 | — | 21,458 shares | $1,704,409 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 27,148 shares | $1,620,464 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 | — | 44,106 shares | $1,616,926 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 21,582 shares | $1,584,335 |
| ECOPETROL S A | SPONSORED ADS | 279158109 | — | 100,000 shares | $1,424,000 |
| AMAZON COM INC | COM | 023135106 | — | 5,320 shares | $1,267,969 |
| TWILIO INC | CL A | 90138F102 | — | 5,229 shares | $1,078,900 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 8,515 shares | $931,796 |
| TARGET CORP | COM | 87612E106 | — | 6,666 shares | $870,646 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 8,000 shares | $824,400 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,125 shares | $813,375 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,382 shares | $778,467 |
| BROADCOM INC | COM | 11135F101 | — | 1,920 shares | $725,280 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,540 shares | $667,328 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 7,510 shares | $626,935 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 3,786 shares | $619,314 |
| VISA INC | COM CL A | 92826C839 | — | 1,496 shares | $513,263 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 841 shares | $488,545 |
| ELI LILLY & CO | COM | 532457108 | — | 404 shares | $484,570 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 2,876 shares | $472,441 |
| AMPHENOL CORP | CL A | 032095101 | — | 2,668 shares | $470,422 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 4,068 shares | $438,612 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,713 shares | $435,051 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,342 shares | $399,768 |
| KLA CORP | COM NEW | 482480100 | — | 1,120 shares | $337,915 |
| ORACLE CORP | COM | 68389X105 | — | 2,265 shares | $331,936 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | — | 6,552 shares | $328,321 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 3,993 shares | $322,994 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,502 shares | $313,504 |
| WALMART INC | COM | 931142103 | — | 2,754 shares | $311,918 |
| HOME DEPOT INC | COM | 437076102 | — | 825 shares | $290,961 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 687 shares | $285,538 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,828 shares | $268,058 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 11,600 shares | $264,248 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,873 shares | $240,681 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 454 shares | $233,174 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 238 shares | $222,642 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 1,000 shares | $201,900 |
| TEXAS INSTRS INC | COM | 882508104 | — | 672 shares | $200,303 |
| SILVACO GROUP INC | COM | 82728C102 | — | 13,389 shares | $184,634 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 | — | 14,010 shares | $80,978 |