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Seldon Capital LP

CIK 1867731 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Seldon Capital LP reported 74 US-listed holdings worth $319.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Intel Corp. (9.9%), Celestica Inc. (8.1%) and Talen Energy Corp. (6.7%). Against the quarter before, it opened 18 positions, added to 3, trimmed 5 and sold out of 9.

Reported holdings$319.6M+17.5% on Q1 2026
Positions74+9 on Q1 2026
The largest ten56.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeld
INTC9.9%CLS8.1%TLN6.7%VRSN5.7%VTI5.1%LAR4.8%SQM4.4%TER4.1%VT3.7%APP3.5%VDC3.4%VEA3.3%SFD2.6%60 more32.3%

The 14 largest of its 74 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $177.3 million in 65 positions$177MQ3 24Q4 2024: $244.3 million in 67 positions$244MQ4 24Q1 2025: $158.9 million in 58 positions$159MQ1 25Q2 2025: $230.2 million in 67 positions$230MQ2 25Q3 2025: $284.5 million in 70 positions$285MQ3 25Q4 2025: $288.8 million in 65 positions$289MQ4 25Q1 2026: $272.0 million in 65 positions$272MQ1 26Q2 2026: $319.6 million in 74 positions$320MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +81.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100125150175Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +81.8%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 18Added 3Held 48Trimmed 5Sold out 9
Opened: 18Added: 3Held: 48Trimmed: 5Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 18

  1. Verisign Inc. VRSN$18.3 million
  2. AppLovin Corp. APP$11.3 million
  3. Veeco Instruments Inc. VECO$7.7 million
  4. MKS Inc. MKSI$4.6 million
  5. Crocs, Inc. CROX$4.5 million
  6. STMicroelectronics N.V. STM$3.4 million
  7. Grupo Cibest American Depositary S CIB$1.7 million
  8. Ecopetrol S A EC$1.4 million

and 10 more in the table below

Added to 3

  1. Unity Software Inc. U+137,621 shares · +281%
  2. LSB Inds Inc. LXU+270,611 shares · +177%
  3. Smithfield Foods Inc. Common Stock USD.5 SFD+64,052 shares · +23%

Trimmed 5

  1. Nu Holdings Ltd. NU-129,693 shares · -19%
  2. Huya Inc. HUYA-625,879 shares · -27%
  3. Pampa Energia S A PAM-10,826 shares · -17%
  4. Vertiv Holdings Co. VRT-1,204 shares · -6%
  5. PDD Holdings Inc. PDD-2,333 shares · -5%

Sold out of 9

  1. Bentley Systems Inc. BSY$27.9 million last quarter
  2. EQT Corp. EQT$11.2 million last quarter
  3. CF Industries Holdings, Inc. CF$5.4 million last quarter
  4. Fastly Inc. A FSLY$4.4 million last quarter
  5. iShares Inc. MSCI Chile ETF ECH$4.4 million last quarter
  6. Grayscale Bitcoin Trust BTC GBTC$3.0 million last quarter
  7. Grayscale Bitcoin Mini Trust Et BTC$396,498 last quarter
  8. Intuitive Surgical Inc. ISRG$212,977 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Intel Corp. INTC226.1K$31.6 million9.88%no change
Celestica Inc. CLS70.8K$25.8 million8.08%no change
Talen Energy Corp. TLN55.8K$21.4 million6.71%no change
Verisign Inc. VRSN72.8K$18.3 million5.73%new
VG Totl STK Vprs VTI43.8K$16.2 million5.07%no change
Lithium Argentina AG Com SHS LAR1.9M$15.4 million4.81%no change
Sociedad Quimica Y Minera De SQM189.8K$14.1 million4.40%no change
Teradyne, Inc. TER27.3K$13.2 million4.13%no change
Vanguard Intl Equity Index F VT75.5K$11.9 million3.71%no change
AppLovin Corp. APP21.9K$11.3 million3.54%new
Vanguard World FD VDC47.6K$10.7 million3.36%no change
Vanguard Ftse Developed Markets VEA149.0K$10.6 million3.32%no change
Smithfield Foods Inc. Common Stock USD.5 SFD338.9K$8.2 million2.57%+64.1K
Veeco Instruments Inc. VECO101.2K$7.7 million2.40%new
Nu Holdings Ltd. NU544.9K$7.3 million2.28%-129.7K
Apple Inc. AAPL23.3K$6.7 million2.11%no change
Vertiv Holdings Co. VRT18.1K$6.1 million1.90%-1.2K
iShares Core MSCI Eafe ETF IEFA62.4K$6.0 million1.89%no change
Unity Software Inc. U186.6K$5.3 million1.67%+137.6K
LSB Inds Inc. LXU423.9K$4.6 million1.43%+270.6K
MKS Inc. MKSI10.3K$4.6 million1.43%new
Crocs, Inc. CROX37.6K$4.5 million1.42%new
Pampa Energia S A PAM53.6K$4.4 million1.38%-10.8K
Huya Inc. HUYA1.7M$3.8 million1.19%-625.9K
PDD Holdings Inc. PDD48.2K$3.7 million1.15%-2.3K
NVIDIA Corp. NVDA17.8K$3.6 million1.12%no change
STMicroelectronics N.V. STM45.0K$3.4 million1.05%new
First Citizens BancShares Inc FCNCA1.4K$3.0 million0.93%no change
Alphabet Inc. GOOGL7.7K$2.8 million0.86%no change
iShares Trust EFV31.0K$2.4 million0.74%no change
iShares Core MSCI Emerging Mark IEMG26.0K$2.2 million0.67%no change
Microsoft Corp. MSFT5.1K$1.9 million0.60%no change
Taiwan Semiconductor Manufacturing Company Limited TSM3.8K$1.8 million0.57%no change
Grupo Cibest American Depositary S CIB21.5K$1.7 million0.53%new
Vanguard Ftse Emerging Markets VWO27.1K$1.6 million0.51%no change
DBX ETF Trust ASHR44.1K$1.6 million0.51%no change
Vanguard Total Bond Market ETF BND21.6K$1.6 million0.50%no change
Ecopetrol S A EC100.0K$1.4 million0.45%new
Amazon.com Inc. AMZN5.3K$1.3 million0.40%no change
Twilio Inc. TWLO5.2K$1.1 million0.34%new
iShares Barclays Tips Bond TIP8.5K$931,7960.29%no change
Target Corp. TGT6.7K$870,6460.27%new
American Century ETF Trust AVDV8.0K$824,4000.26%no change
Applied Materials Inc. AMAT1.1K$813,3750.25%no change
Meta Platforms, Inc. META1.4K$778,4670.24%no change
Broadcom Inc. AVGO1.9K$725,2800.23%no change
Lam Research Corp. LRCX1.5K$667,3280.21%no change
Victoria's Secret & Co. VSXY7.5K$626,9350.20%no change
iShares Trust IGM3.8K$619,3140.19%no change
Visa Inc. V1.5K$513,2630.16%no change
Advanced Micro Devices Inc. AMD841$488,5450.15%new
Eli Lilly & Co. LLY404$484,5700.15%no change
iShares Trust ITOT2.9K$472,4410.15%no change
Amphenol Corp. APH2.7K$470,4220.15%no change
SPDR Blmbg Barclays Convert Secs ETF CWB4.1K$438,6120.14%no change
Johnson & Johnson JNJ1.7K$435,0510.14%no change
Marvell Technology, Inc. MRVL1.3K$399,7680.13%new
KLA Corp. KLAC1.1K$337,9150.11%new
Oracle Corp. ORCL2.3K$331,9360.10%no change
Fidelity Merrimack STR Trust FLDR6.6K$328,3210.10%no change
Anglogold Ashanti PLC AU4.0K$322,9940.10%no change
Bank of America Corp. BAC5.5K$313,5040.10%no change
Walmart Inc. WMT2.8K$311,9180.10%no change
Home Depot, Inc. HD825$290,9610.09%no change
UnitedHealth Group Inc. UNH687$285,5380.09%new
Procter & Gamble Co. PG1.8K$268,0580.08%no change
iShares Trust GOVT11.6K$264,2480.08%no change
Merck & Co., Inc. MRK1.9K$240,6810.08%no change
Mastercard Inc. MA454$233,1740.07%no change
Costco Wholesale Corp. COST238$222,6420.07%no change
iShares Inc. EWY1.0K$201,9000.06%new
Texas Instruments Inc. TXN672$200,3030.06%new
Silvaco Group Inc. SVCO13.4K$184,6340.06%new
Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp SBS14.0K$80,9780.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.