Seldon Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Seldon Capital LP disclosed 74 US equity positions worth $319.6m in its Q2 2026 13F filing. The largest position was INTC at 9.9% of the reported book, followed by CLS and TLN. Against the Q1 2026 filing, it opened 10 new positions, added to 3 and reduced 5 among the top 50 holdings.
What did Seldon Capital LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | INTC INTEL CORP | Technology | 9.9% | $31.6m | 226,071 | 0% | held |
| 2 | CLS CELESTICA INC | Technology | 8.1% | $25.8m | 70,785 | 0% | held |
| 3 | TLN TALEN ENERGY CORP | Utilities | 6.7% | $21.4m | 55,800 | 0% | held |
| 4 | VRSN VERISIGN INC | Technology | 5.7% | $18.3m | 72,839 | – | new |
| 5 | VTI VANGUARD INDEX FDS | 5.1% | $16.2m | 43,798 | 0% | held | |
| 6 | LAR LITHIUM ARGENTINA AG | 4.8% | $15.4m | 1,858,689 | 0% | held | |
| 7 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 4.4% | $14.1m | 189,808 | 0% | held |
| 8 | TER TERADYNE INC | Technology | 4.1% | $13.2m | 27,300 | 0% | held |
| 9 | VT VANGUARD INTL EQUITY INDEX F | 3.7% | $11.9m | 75,547 | 0% | held | |
| 10 | APP APPLOVIN CORP | Communication Services | 3.5% | $11.3m | 21,935 | – | new |
| 11 | VDC VANGUARD WORLD FD | 3.4% | $10.7m | 47,593 | 0% | held | |
| 12 | VEA VANGUARD TAX-MANAGED FDS | 3.3% | $10.6m | 149,017 | 0% | held | |
| 13 | SFD SMITHFIELD FOODS INC | Consumer Defensive | 2.6% | $8.2m | 338,889 | 23% | added |
| 14 | VECO VEECO INSTRS INC DEL | Technology | 2.4% | $7.7m | 101,224 | – | new |
| 15 | NU NU HLDGS LTD | Financial Services | 2.3% | $7.3m | 544,860 | -19% | reduced |
| 16 | AAPL APPLE INC | Technology | 2.1% | $6.7m | 23,268 | 0% | held |
| 17 | VRT VERTIV HOLDINGS CO | Industrials | 1.9% | $6.1m | 18,128 | -6% | reduced |
| 18 | IEFA ISHARES TR | 1.9% | $6.0m | 62,425 | 0% | held | |
| 19 | U UNITY SOFTWARE INC | Technology | 1.7% | $5.3m | 186,597 | 281% | added |
| 20 | LXU LSB INDS INC | Basic Materials | 1.4% | $4.6m | 423,929 | 177% | added |
| 21 | MKSI MKS INC. | Technology | 1.4% | $4.6m | 10,300 | – | new |
| 22 | CROX CROCS INC | Consumer Cyclical | 1.4% | $4.5m | 37,635 | – | new |
| 23 | PAM PAMPA ENERGIA SA | Industrials | 1.4% | $4.4m | 53,631 | -17% | reduced |
| 24 | HUYA HUYA INC | Communication Services | 1.2% | $3.8m | 1,651,233 | -27% | reduced |
| 25 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.2% | $3.7m | 48,226 | -5% | reduced |
| 26 | NVDA NVIDIA CORPORATION | Technology | 1.1% | $3.6m | 17,840 | 0% | held |
| 27 | STM STMICROELECTRONICS N V | Technology | 1.1% | $3.4m | 44,965 | – | new |
| 28 | FCNCA FIRST CTZNS BANCSHARES INC D | Financial Services | 0.9% | $3.0m | 1,434 | 0% | held |
| 29 | GOOGL ALPHABET INC | Communication Services | 0.9% | $2.8m | 7,720 | 0% | held |
| 30 | EFV ISHARES TR | 0.7% | $2.4m | 31,000 | 0% | held | |
| 31 | IEMG ISHARES INC | 0.7% | $2.2m | 26,019 | 0% | held | |
| 32 | MSFT MICROSOFT CORP | Technology | 0.6% | $1.9m | 5,126 | 0% | held |
| 33 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.6% | $1.8m | 3,823 | 0% | held |
| 34 | CIB GRUPO CIBEST SA | 0.5% | $1.7m | 21,458 | – | new | |
| 35 | VWO VANGUARD INTL EQUITY INDEX F | 0.5% | $1.6m | 27,148 | 0% | held | |
| 36 | ASHR DBX ETF TR | 0.5% | $1.6m | 44,106 | 0% | held | |
| 37 | BND VANGUARD BD INDEX FDS | 0.5% | $1.6m | 21,582 | 0% | held | |
| 38 | EC ECOPETROL S A | Energy | 0.4% | $1.4m | 100,000 | – | new |
| 39 | AMZN AMAZON COM INC | Consumer Cyclical | 0.4% | $1.3m | 5,320 | 0% | held |
| 40 | TWLO TWILIO INC | Technology | 0.3% | $1.1m | 5,229 | – | new |
| 41 | TIP ISHARES TR | 0.3% | $931.8k | 8,515 | 0% | held | |
| 42 | TGT TARGET CORP | Consumer Defensive | 0.3% | $870.6k | 6,666 | – | new |
| 43 | AVDV AMERICAN CENTY ETF TR | 0.3% | $824.4k | 8,000 | 0% | held | |
| 44 | AMAT APPLIED MATLS INC | Technology | 0.3% | $813.4k | 1,125 | 0% | held |
| 45 | META META PLATFORMS INC | Communication Services | 0.2% | $778.5k | 1,382 | 0% | held |
| 46 | AVGO BROADCOM INC | Technology | 0.2% | $725.3k | 1,920 | 0% | held |
| 47 | LRCX LAM RESEARCH CORP | Technology | 0.2% | $667.3k | 1,540 | 0% | held |
| 48 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 0.2% | $626.9k | 7,510 | 0% | held |
| 49 | IGM ISHARES TR | 0.2% | $619.3k | 3,786 | 0% | held | |
| 50 | V VISA INC | Financial Services | 0.2% | $513.3k | 1,496 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.