SELDON CAPITAL LP
CIK 0001867731 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$319.6M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
INTC
INTEL CORP
9.9%
CLS
CELESTICA INC
8.1%
TLN
TALEN ENERGY CORP
6.7%
VRSN
VERISIGN INC
5.7%
VTI
VANGUARD INDEX FDS
5.1%
LAR
LITHIUM ARGENTINA AG
4.8%
SQM
SOCIEDAD QUIMICA Y MINERA DE
4.4%
TER
TERADYNE INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.