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SELDON CAPITAL LP
hedge fundUpdated 28 days agoManaged by Seldon Capital Lp • Latest filing Q2 2026
Portfolio value
$319.6M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $99.9M |
| Q2 2023 | $107.5M |
| Q3 2023 | $116.3M |
| Q4 2023 | $137.8M |
| Q1 2024 | $165.1M |
| Q2 2024 | $183.1M |
| Q3 2024 | $177.3M |
| Q4 2024 | $244.3M |
| Q1 2025 | $158.9M |
| Q2 2025 | $230.2M |
| Q3 2025 | $284.5M |
| Q4 2025 | $288.8M |
| Q1 2026 | $272M |
| Q2 2026 | $319.6M |
Top holdings
74 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INTC INTEL CORP | $31.6M | 226.1K | 9.88% | — |
| 2 | C CLS CELESTICA INC | $25.8M | 70.8K | 8.08% | — |
| 3 | T TLN TALEN ENERGY CORP | $21.4M | 55.8K | 6.71% | — |
| 4 | V VRSN VERISIGN INC | $18.3M | 72.8K | 5.73% | — |
| 5 | V VGES VANGUARD INDEX FDS | $16.2M | 43.8K | 5.07% | — |
| 6 | L LAR LITHIUM ARGENTINA AG | $15.4M | 1.86M | 4.81% | — |
| 7 | S SON SOCIEDAD QUIMICA Y MINERA DE | $14.1M | 189.8K | 4.40% | — |
| 8 | T TER TERADYNE INC | $13.2M | 27.3K | 4.13% | — |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $11.9M | 75.5K | 3.71% | — |
| 10 | A APP APPLOVIN CORP | $11.3M | 21.9K | 3.54% | — |
| 11 | V VGES VANGUARD WORLD FD | $10.7M | 47.6K | 3.36% | — |
| 12 | V VGES VANGUARD TAX-MANAGED FDS | $10.6M | 149.0K | 3.32% | — |
| 13 | S SFD SMITHFIELD FOODS INC | $8.2M | 338.9K | 2.57% | — |
| 14 | V VECO VEECO INSTRS INC DEL | $7.7M | 101.2K | 2.40% | — |
| 15 | N NU NU HLDGS LTD | $7.3M | 544.9K | 2.28% | — |
| 16 | A AAPL APPLE INC | $6.7M | 23.3K | 2.11% | — |
| 17 | V VRT VERTIV HOLDINGS CO | $6.1M | 18.1K | 1.90% | — |
| 18 | E ETHA ISHARES TR | $6M | 62.4K | 1.89% | — |
| 19 | U U UNITY SOFTWARE INC | $5.3M | 186.6K | 1.67% | — |
| 20 | L LPLA LSB INDS INC | $4.6M | 423.9K | 1.43% | — |