Seldon Capital Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Seldon Capital Lp disclosed 74 stock positions valued at approximately $319.65M as of quarter-end June 30, 2026. The largest holdings include INTEL CORP, CELESTICA INC, and TALEN ENERGY CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $319.65M
Holdings by Sector
Seldon Capital Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTEL CORP | INTC | Technology | 9.88% | 226,071 | - | - | $31,566,294 |
| CELESTICA INC | CLS | Technology | 8.08% | 70,785 | - | - | $25,822,368 |
| TALEN ENERGY CORP | TLN | Other | 6.71% | 55,800 | - | - | $21,441,708 |
| VERISIGN INC | VRSN | Technology | 5.73% | 72,839 | +72,839 | +100.00% | $18,323,379 |
| VANGUARD INDEX FDS | VTI | Other | 5.07% | 43,798 | - | - | $16,207,012 |
| LITHIUM ARGENTINA AG | LAR | Other | 4.81% | 1,858,689 | - | - | $15,369,014 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 4.40% | 189,808 | - | - | $14,053,384 |
| TERADYNE INC | TER | Technology | 4.13% | 27,300 | - | - | $13,208,832 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 3.71% | 75,547 | - | - | $11,857,102 |
| APPLOVIN CORP | APP | Technology | 3.54% | 21,935 | +21,935 | +100.00% | $11,301,570 |
| VANGUARD WORLD FD | VDC | Other | 3.36% | 47,593 | - | - | $10,731,746 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.32% | 149,017 | - | - | $10,617,461 |
| SMITHFIELD FOODS INC | SFD | Other | 2.57% | 338,889 | +64,052 | +23.31% | $8,221,447 |
| VEECO INSTRS INC DEL | VECO | Technology | 2.40% | 101,224 | +101,224 | +100.00% | $7,672,779 |
| NU HLDGS LTD | NU | Financial Services | 2.28% | 544,860 | -129,693 | -19.23% | $7,279,330 |
| APPLE INC | AAPL | Technology | 2.11% | 23,268 | - | - | $6,732,828 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.90% | 18,128 | -1,204 | -6.23% | $6,069,617 |
| ISHARES TR | IEFA | Other | 1.89% | 62,425 | - | - | $6,029,007 |
| UNITY SOFTWARE INC | U | Technology | 1.67% | 186,597 | +137,621 | +281.00% | $5,332,942 |
| LSB INDS INC | LXU | Basic Materials | 1.43% | 423,929 | +270,611 | +176.50% | $4,582,672 |
| MKS INC. | MKSI | Technology | 1.43% | 10,300 | +10,300 | +100.00% | $4,581,440 |
| CROCS INC | CROX | Consumer Cyclical | 1.42% | 37,635 | +37,635 | +100.00% | $4,540,286 |
| PAMPA ENERGIA SA | PAM | Utilities | 1.38% | 53,631 | -10,826 | -16.80% | $4,404,714 |
| HUYA INC | HUYA | Communication Services | 1.19% | 1,651,233 | -625,879 | -27.49% | $3,797,836 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 1.15% | 48,226 | -2,333 | -4.61% | $3,678,679 |
| NVIDIA CORPORATION | NVDA | Technology | 1.12% | 17,840 | - | - | $3,569,606 |
| STMICROELECTRONICS N V | STM | Technology | 1.05% | 44,965 | +44,965 | +100.00% | $3,367,429 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.93% | 1,434 | - | - | $2,983,853 |
| ALPHABET INC | GOOGL | Communication Services | 0.86% | 7,720 | - | - | $2,758,896 |
| ISHARES TR | EFV | Other | 0.74% | 31,000 | - | - | $2,373,050 |
Showing 30 of 74 holdings in the latest reporting period.