Holdings
Seldon Capital LP
As of Jun 30, 2026, Seldon Capital LP reported 51 positions worth US$223M. Largest: Intel Corporation, Celestica Inc. and Talen Energy Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Intel Corporation | 226K | US$31.6M | no change | Jun 30, 2026 |
| Celestica Inc. | 70,785 | US$25.8M | no change | Jun 30, 2026 |
| Talen Energy Corporation | 55,800 | US$21.4M | no change | Jun 30, 2026 |
| Verisign, Inc. | 72,839 | US$18.3M | new | Jun 30, 2026 |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 190K | US$14.1M | no change | Jun 30, 2026 |
| Teradyne, Inc. | 27,300 | US$13.2M | no change | Jun 30, 2026 |
| Applovin Corporation | 21,935 | US$11.3M | new | Jun 30, 2026 |
| Smithfield Foods, Inc. | 339K | US$8.22M | +64,052 | Jun 30, 2026 |
| Veeco Instruments Inc. | 101K | US$7.67M | new | Jun 30, 2026 |
| Nu Holdings Ltd. | 545K | US$7.28M | −130K | Jun 30, 2026 |