SELDON CAPITAL LP
SELDON CAPITAL LP reported 74 positions worth $319.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: INTC (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | INTC | SH | $31.6M | 9.88% | 226,071 | — | — | |
| ▸ 2 | CLS | SH | $25.8M | 8.08% | 70,785 | — | — | |
| ▸ 3 | TLN | SH | $21.4M | 6.71% | 55,800 | — | — | |
| ▸ 4 | VRSN | SH | $18.3M | 5.73% | 72,839 | — | — | |
| ▸ 5 | VTI | SH | $16.2M | 5.07% | 43,798 | — | — | |
| ▸ 6 | LAR | SH | $15.4M | 4.81% | 1,858,689 | — | — | |
| ▸ 7 | SQM | SH | $14.1M | 4.40% | 189,808 | — | — | |
| ▸ 8 | TER | SH | $13.2M | 4.13% | 27,300 | — | — | |
| ▸ 9 | VT | SH | $11.9M | 3.71% | 75,547 | — | — | |
| ▸ 10 | APP | SH | $11.3M | 3.54% | 21,935 | — | — |
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Frequently Asked Questions
What stocks does SELDON CAPITAL LP hold as of Q2 2026?
SELDON CAPITAL LP reported 74 positions worth $319.6M in its Q2 2026 13F filing. Largest positions: INTC (9.9%), CLS (8.1%), TLN (6.7%), VRSN (5.7%) and VTI (5.1%).
What did SELDON CAPITAL LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SELDON CAPITAL LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.