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SELDON CAPITAL LP 13F holdings

Filed 2026-08-14 · SELDON CAPITAL LP · 74 positions · $319.6M

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TickerCompanySharesValue% of portfolio
INTCINTEL CORP226.1K$31.6M9.9%
CLSCELESTICA INC70.8K$25.8M8.1%
TLNTALEN ENERGY CORP55.8K$21.4M6.7%
VRSNVERISIGN INC72.8K$18.3M5.7%
VTIVANGUARD INDEX FDS43.8K$16.2M5.1%
—LITHIUM ARGENTINA AG1.9M$15.4M4.8%
SQMSOCIEDAD QUIMICA Y MINERA DE189.8K$14.1M4.4%
TERTERADYNE INC27.3K$13.2M4.1%
VTVANGUARD INTL EQUITY INDEX F75.5K$11.9M3.7%
APPAPPLOVIN CORP21.9K$11.3M3.5%
VDCVANGUARD WORLD FD47.6K$10.7M3.4%
VEAVANGUARD TAX-MANAGED FDS149.0K$10.6M3.3%
SFDSMITHFIELD FOODS INC338.9K$8.2M2.6%
VECOVEECO INSTRS INC DEL101.2K$7.7M2.4%
NUNU HLDGS LTD544.9K$7.3M2.3%
AAPLAPPLE INC23.3K$6.7M2.1%
VRTVERTIV HOLDINGS CO18.1K$6.1M1.9%
IEFAISHARES TR62.4K$6.0M1.9%
UUNITY SOFTWARE INC186.6K$5.3M1.7%
LXULSB INDS INC423.9K$4.6M1.4%
MKSIMKS INC.10.3K$4.6M1.4%
CROXCROCS INC37.6K$4.5M1.4%
PAMPAMPA ENERGIA SA53.6K$4.4M1.4%
HUYAHUYA INC1.7M$3.8M1.2%
PDDPDD HOLDINGS INC48.2K$3.7M1.2%
NVDANVIDIA CORPORATION17.8K$3.6M1.1%
STMSTMICROELECTRONICS N V45.0K$3.4M1.1%
FCNCAFIRST CTZNS BANCSHARES INC D1.4K$3.0M0.9%
GOOGLALPHABET INC7.7K$2.8M0.9%
EFVISHARES TR31.0K$2.4M0.7%
ACWIISHARES INC26.0K$2.2M0.7%
MSFTMICROSOFT CORP5.1K$1.9M0.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC3.8K$1.8M0.6%
CIBGRUPO CIBEST SA21.5K$1.7M0.5%
VWOVANGUARD INTL EQUITY INDEX F27.1K$1.6M0.5%
ASHRDBX ETF TR44.1K$1.6M0.5%
BNDVANGUARD BD INDEX FDS21.6K$1.6M0.5%
ECECOPETROL S A100.0K$1.4M0.4%
AMZNAMAZON COM INC5.3K$1.3M0.4%
TWLOTWILIO INC5.2K$1.1M0.3%
TIPISHARES TR8.5K$931,7960.3%
TGTTARGET CORP6.7K$870,6460.3%
AVDVAMERICAN CENTY ETF TR8.0K$824,4000.3%
AMATAPPLIED MATLS INC1.1K$813,3750.3%
METAMETA PLATFORMS INC1.4K$778,4670.2%
AVGOBROADCOM INC1.9K$725,2800.2%
LRCXLAM RESEARCH CORP1.5K$667,3280.2%
VSXYVICTORIAS SECRET AND CO7.5K$626,9350.2%
IGMISHARES TR3.8K$619,3140.2%
VVISA INC1.5K$513,2630.2%
AMDADVANCED MICRO DEVICES INC841$488,5450.2%
LLYELI LILLY & CO404$484,5700.2%
ITOTISHARES TR2.9K$472,4410.1%
APHAMPHENOL CORP2.7K$470,4220.1%
CWBSPDR SERIES TRUST4.1K$438,6120.1%
JNJJOHNSON & JOHNSON1.7K$435,0510.1%
MRVLMARVELL TECHNOLOGY INC1.3K$399,7680.1%
KLACKLA CORP1.1K$337,9150.1%
ORCLORACLE CORP2.3K$331,9360.1%
FLDRFIDELITY MERRIMACK STR TR6.6K$328,3210.1%
Top Fund Holdings
13F
Top Fund Holdings

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