Seldon Capital LP
Seldon Capital LP reported 74 holdings worth US$320M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Seldon Capital LP reported 74 holdings worth US$320M as of Jun 30, 2026. Largest: Intel Corporation, Celestica Inc. and Talen Energy Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$320M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intel Corporation | 226K | US$31.6M | 9.9% |
| Celestica Inc. | 70,785 | US$25.8M | 8.1% |
| Talen Energy Corporation | 55,800 | US$21.4M | 6.7% |
| Verisign, Inc. | 72,839 | US$18.3M | 5.7% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 190K | US$14.1M | 4.4% |
| Teradyne, Inc. | 27,300 | US$13.2M | 4.1% |
| Applovin Corporation | 21,935 | US$11.3M | 3.5% |
| Smithfield Foods, Inc. | 339K | US$8.22M | 2.6% |
| Veeco Instruments Inc. | 101K | US$7.67M | 2.4% |
| Nu Holdings Ltd. | 545K | US$7.28M | 2.3% |
| Apple Inc | 23,268 | US$6.73M | 2.1% |
| Vertiv Holdings, Llc | 18,128 | US$6.07M | 1.9% |
| Unity Software Inc. | 187K | US$5.33M | 1.7% |
| Lsb Industries, Inc. | 424K | US$4.58M | 1.4% |
| Mks Inc. | 10,300 | US$4.58M | 1.4% |
| Crocs, Inc. | 37,635 | US$4.54M | 1.4% |
| Nvidia Corporation | 17,840 | US$3.57M | 1.1% |
| Stmicroelectronics Nv | 44,965 | US$3.37M | 1.1% |
| First Citizens Bancshares, Inc. | 1,434 | US$2.98M | 0.93% |
| Alphabet Inc (google) Class C | 7,720 | US$2.76M | 0.86% |
| Microsoft Corp. | 5,126 | US$1.91M | 0.60% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,823 | US$1.83M | 0.57% |
| Grupo Cibest S.a. | 21,458 | US$1.7M | 0.53% |
| Ecopetrol Sa | 100K | US$1.42M | 0.45% |
| Amazon.com, Inc. | 5,320 | US$1.27M | 0.40% |
| Twilio Inc. | 5,229 | US$1.08M | 0.34% |
| Target Corporation | 6,666 | US$871K | 0.27% |
| Applied Materials, Inc. | 1,125 | US$813K | 0.25% |
| Meta Platforms, Inc. | 1,382 | US$778K | 0.24% |
| Broadcom Inc. | 1,920 | US$725K | 0.23% |
| Lam Research Corporation | 1,540 | US$667K | 0.21% |
| Victorias Secret & Co. | 7,510 | US$627K | 0.20% |
| Visa Inc. | 1,496 | US$513K | 0.16% |
| Advanced Micro Devices Inc | 841 | US$489K | 0.15% |
| Eli Lilly And Company | 404 | US$485K | 0.15% |
| Amphenol Corporation | 2,668 | US$470K | 0.15% |
| Johnson & Johnson | 1,713 | US$435K | 0.14% |
| Marvell Technology, Inc. | 1,342 | US$400K | 0.13% |
| Kla Corporation | 1,120 | US$338K | 0.11% |
| Oracle Corporation | 2,265 | US$332K | 0.10% |
| Bank Of America Corporation | 5,502 | US$314K | 0.10% |
| Walmart Inc. | 2,754 | US$312K | 0.10% |
| Home Depot, Inc. (the) | 825 | US$291K | 0.09% |
| Unitedhealth Group Incorporated | 687 | US$286K | 0.09% |
| Procter & Gamble Company (the) | 1,828 | US$268K | 0.08% |
| Merck & Company, Inc. | 1,873 | US$241K | 0.08% |
| Mastercard Incorporated | 454 | US$233K | 0.07% |
| Costco Wholesale Corporation | 238 | US$223K | 0.07% |
| Texas Instruments Incorporated | 672 | US$200K | 0.06% |
| Silvaco Group, Inc. | 13,389 | US$185K | 0.06% |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 14,010 | US$80,978 | 0.03% |
| Bentley Systems, Incorporated | 0 | US$0 | 0.00% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
| Fastly, Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Mitsubishi Ufj Financial Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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