# SELDON CAPITAL LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1867731. Source: https://holderbook.com/funds/1867731-seldon-capital-lp/

- Reported value: $319.6M
- Positions: 74
- Weight of the ten largest: 56.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $31.6M | 226,071 | 9.9% | 4 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $25.8M | 70,785 | 8.1% | 9 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $21.4M | 55,800 | 6.7% | 8 |
| VERISIGN INC | [VRSN](https://holderbook.com/stocks/VRSN/) | $18.3M | 72,839 | 5.7% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $16.2M | 43,798 | 5.1% | 19 |
| LITHIUM ARGENTINA AG | [LAR](https://holderbook.com/stocks/LAR/) | $15.4M | 1,858,689 | 4.8% | 4 |
| SOCIEDAD QUIMICA Y MINERA DE | [SQM](https://holderbook.com/stocks/SQM/) | $14.1M | 189,808 | 4.4% | 4 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $13.2M | 27,300 | 4.1% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $11.9M | 75,547 | 3.7% | 12 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $11.3M | 21,935 | 3.5% | 1 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $10.7M | 47,593 | 3.4% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $10.6M | 149,017 | 3.3% | 19 |
| SMITHFIELD FOODS INC | [SFD](https://holderbook.com/stocks/SFD/) | $8.2M | 338,889 | 2.6% | 5 |
| VEECO INSTRS INC DEL | [VECO](https://holderbook.com/stocks/VECO/) | $7.7M | 101,224 | 2.4% | 1 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $7.3M | 544,860 | 2.3% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.7M | 23,268 | 2.1% | 19 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $6.1M | 18,128 | 1.9% | 13 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $6.0M | 62,425 | 1.9% | 19 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $5.3M | 186,597 | 1.7% | 4 |
| LSB INDS INC | [LXU](https://holderbook.com/stocks/LXU/) | $4.6M | 423,929 | 1.4% | 2 |
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $4.6M | 10,300 | 1.4% | 1 |
| CROCS INC | [CROX](https://holderbook.com/stocks/CROX/) | $4.5M | 37,635 | 1.4% | 1 |
| PAMPA ENERGIA S A | [PAM](https://holderbook.com/stocks/PAM/) | $4.4M | 53,631 | 1.4% | 3 |
| HUYA INC | [HUYA](https://holderbook.com/stocks/HUYA/) | $3.8M | 1,651,233 | 1.2% | 2 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $3.7M | 48,226 | 1.2% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.6M | 17,840 | 1.1% | 19 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $3.4M | 44,965 | 1.1% | 1 |
| FIRST CTZNS BANCSHARES INC D | [FCNCA](https://holderbook.com/stocks/FCNCA/) | $3.0M | 1,434 | 0.9% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.8M | 7,720 | 0.9% | 19 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $2.4M | 31,000 | 0.7% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.2M | 26,019 | 0.7% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.9M | 5,126 | 0.6% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.8M | 3,823 | 0.6% | 19 |
| GRUPO CIBEST SA | [CIB](https://holderbook.com/stocks/CIB/) | $1.7M | 21,458 | 0.5% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.6M | 27,148 | 0.5% | 19 |
| DBX ETF TR | [ASHR](https://holderbook.com/stocks/ASHR/) | $1.6M | 44,106 | 0.5% | 19 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.6M | 21,582 | 0.5% | 19 |
| ECOPETROL S A | [EC](https://holderbook.com/stocks/EC/) | $1.4M | 100,000 | 0.4% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.3M | 5,320 | 0.4% | 19 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $1.1M | 5,229 | 0.3% | 1 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $931.8K | 8,515 | 0.3% | 19 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $870.6K | 6,666 | 0.3% | 1 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $824.4K | 8,000 | 0.3% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $813.4K | 1,125 | 0.3% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $778.5K | 1,382 | 0.2% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $725.3K | 1,920 | 0.2% | 11 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $667.3K | 1,540 | 0.2% | 4 |
| VICTORIAS SECRET AND CO | [VSXY](https://holderbook.com/stocks/VSXY/) | $626.9K | 7,510 | 0.2% | 3 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $619.3K | 3,786 | 0.2% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $513.3K | 1,496 | 0.2% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $488.5K | 841 | 0.2% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $484.6K | 404 | 0.2% | 12 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $472.4K | 2,876 | 0.1% | 19 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $470.4K | 2,668 | 0.1% | 5 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $438.6K | 4,068 | 0.1% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $435.1K | 1,713 | 0.1% | 19 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $399.8K | 1,342 | 0.1% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $337.9K | 1,120 | 0.1% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $331.9K | 2,265 | 0.1% | 19 |
| FIDELITY MERRIMACK STR TR | [FLDR](https://holderbook.com/stocks/FLDR/) | $328.3K | 6,552 | 0.1% | 12 |
| ANGLOGOLD ASHANTI PLC | [AU](https://holderbook.com/stocks/AU/) | $323.0K | 3,993 | 0.1% | 4 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $313.5K | 5,502 | 0.1% | 10 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $311.9K | 2,754 | 0.1% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $291.0K | 825 | 0.1% | 19 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $285.5K | 687 | 0.1% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $268.1K | 1,828 | 0.1% | 19 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $264.2K | 11,600 | 0.1% | 17 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $240.7K | 1,873 | 0.1% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $233.2K | 454 | 0.1% | 10 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $222.6K | 238 | 0.1% | 9 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $201.9K | 1,000 | 0.1% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $200.3K | 672 | 0.1% | 1 |
| SILVACO GROUP INC | [SVCO](https://holderbook.com/stocks/SVCO/) | $184.6K | 13,389 | 0.1% | 1 |
| COMPANHIA DE SANEAMENTO BASI | [SBS](https://holderbook.com/stocks/SBS/) | $81.0K | 14,010 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.8% | +14.8% | -2.0% | 100% |
| Q1 2026 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2025 | +6.4% | +2.4% | +4.1% | 100% |
| Q3 2025 | +12.6% | +7.8% | +4.8% | 100% |
| Q2 2025 | +24.3% | +10.5% | +13.8% | 100% |
| Q1 2025 | -12.6% | -4.6% | -8.1% | 100% |
| Q4 2024 | +24.6% | +2.1% | +22.5% | 100% |
| Q3 2024 | +4.2% | +5.4% | -1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $319.6M | 74 |
| Q1 2026 | $272.0M | 65 |
| Q4 2025 | $288.8M | 65 |
| Q3 2025 | $284.5M | 70 |
| Q2 2025 | $230.2M | 67 |
| Q1 2025 | $158.9M | 58 |
| Q4 2024 | $244.3M | 67 |
| Q3 2024 | $177.3M | 65 |
| Q2 2024 | $183.1M | 61 |
| Q1 2024 | $165.1M | 58 |
| Q4 2023 | $137.8M | 54 |
| Q3 2023 | $116.3M | 52 |