Holders — by stockHoldings — by fund
SELDON CAPITAL LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001867731
$319.6M
disclosed book value
74
positions
9.9%
largest position share
Positions, as of 2026-06-30
top 74 of 74 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | INTCINTEL CORP | 226,071 | $31.6M | 9.9% |
| 2 | CLSCELESTICA INC | 70,785 | $25.8M | 8.1% |
| 3 | TLNTALEN ENERGY CORP | 55,800 | $21.4M | 6.7% |
| 4 | VRSNVERISIGN INC | 72,839 | $18.3M | 5.7% |
| 5 | VTIVANGUARD INDEX FDS | 43,798 | $16.2M | 5.1% |
| 6 | LITHIUM ARGENTINA AG | 1.9M | $15.4M | 4.8% |
| 7 | SQMSOCIEDAD QUIMICA Y MINERA DE | 189,808 | $14.1M | 4.4% |
| 8 | TERTERADYNE INC | 27,300 | $13.2M | 4.1% |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 75,547 | $11.9M | 3.7% |
| 10 | APPAPPLOVIN CORP | 21,935 | $11.3M | 3.5% |
| 11 | VDCVANGUARD WORLD FD | 47,593 | $10.7M | 3.4% |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 149,017 | $10.6M | 3.3% |
| 13 | SFDSMITHFIELD FOODS INC | 338,889 | $8.2M | 2.6% |
| 14 | VECOVEECO INSTRS INC DEL | 101,224 | $7.7M | 2.4% |
| 15 | NU HLDGS LTD | 544,860 | $7.3M | 2.3% |
| 16 | AAPLAPPLE INC | 23,268 | $6.7M | 2.1% |
| 17 | VRTVERTIV HOLDINGS CO | 18,128 | $6.1M | 1.9% |
| 18 | IEFAISHARES TR | 62,425 | $6.0M | 1.9% |
| 19 | UUNITY SOFTWARE INC | 186,597 | $5.3M | 1.7% |
| 20 | LXULSB INDS INC | 423,929 | $4.6M | 1.4% |
| 21 | MKSIMKS INC. | 10,300 | $4.6M | 1.4% |
| 22 | CROXCROCS INC | 37,635 | $4.5M | 1.4% |
| 23 | PAMPAMPA ENERGIA SA | 53,631 | $4.4M | 1.4% |
| 24 | HUYAHUYA INC | 1.7M | $3.8M | 1.2% |
| 25 | PDDPDD HOLDINGS INC | 48,226 | $3.7M | 1.2% |
| 26 | NVDANVIDIA CORPORATION | 17,840 | $3.6M | 1.1% |
| 27 | STMSTMICROELECTRONICS N V | 44,965 | $3.4M | 1.1% |
| 28 | FCNCAFIRST CTZNS BANCSHARES INC D | 1,434 | $3.0M | 0.9% |
| 29 | GOOGLALPHABET INC | 7,720 | $2.8M | 0.9% |
| 30 | EFVISHARES TR | 31,000 | $2.4M | 0.7% |
| 31 | IEMGISHARES INC | 26,019 | $2.2M | 0.7% |
| 32 | MSFTMICROSOFT CORP | 5,126 | $1.9M | 0.6% |
| 33 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,823 | $1.8M | 0.6% |
| 34 | CIBGRUPO CIBEST SA | 21,458 | $1.7M | 0.5% |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 27,148 | $1.6M | 0.5% |
| 36 | ASHRDBX ETF TR | 44,106 | $1.6M | 0.5% |
| 37 | BNDVANGUARD BD INDEX FDS | 21,582 | $1.6M | 0.5% |
| 38 | ECECOPETROL S A | 100,000 | $1.4M | 0.4% |
| 39 | AMZNAMAZON COM INC | 5,320 | $1.3M | 0.4% |
| 40 | TWLOTWILIO INC | 5,229 | $1.1M | 0.3% |
| 41 | TIPISHARES TR | 8,515 | $931,796 | 0.3% |
| 42 | TGTTARGET CORP | 6,666 | $870,646 | 0.3% |
| 43 | AVDVAMERICAN CENTY ETF TR | 8,000 | $824,400 | 0.3% |
| 44 | AMATAPPLIED MATLS INC | 1,125 | $813,375 | 0.3% |
| 45 | METAMETA PLATFORMS INC | 1,382 | $778,467 | 0.2% |
| 46 | AVGOBROADCOM INC | 1,920 | $725,280 | 0.2% |
| 47 | LRCXLAM RESEARCH CORP | 1,540 | $667,328 | 0.2% |
| 48 | VSXYVICTORIAS SECRET AND CO | 7,510 | $626,935 | 0.2% |
| 49 | IGMISHARES TR | 3,786 | $619,314 | 0.2% |
| 50 | VVISA INC | 1,496 | $513,263 | 0.2% |
| 51 | AMDADVANCED MICRO DEVICES INC | 841 | $488,545 | 0.2% |
| 52 | LLYELI LILLY & CO | 404 | $484,570 | 0.2% |
| 53 | ITOTISHARES TR | 2,876 | $472,441 | 0.1% |
| 54 | APHAMPHENOL CORP | 2,668 | $470,422 | 0.1% |
| 55 | CWBSPDR SERIES TRUST | 4,068 | $438,612 | 0.1% |
| 56 | JNJJOHNSON & JOHNSON | 1,713 | $435,051 | 0.1% |
| 57 | MRVLMARVELL TECHNOLOGY INC | 1,342 | $399,768 | 0.1% |
| 58 | KLACKLA CORP | 1,120 | $337,915 | 0.1% |
| 59 | ORCLORACLE CORP | 2,265 | $331,936 | 0.1% |
| 60 | FLDRFIDELITY MERRIMACK STR TR | 6,552 | $328,321 | 0.1% |
| 61 | ANGLOGOLD ASHANTI PLC | 3,993 | $322,994 | 0.1% |
| 62 | BACBANK OF AMER CORP | 5,502 | $313,504 | 0.1% |
| 63 | WMTWALMART INC | 2,754 | $311,918 | 0.1% |
| 64 | HDHOME DEPOT INC | 825 | $290,961 | 0.1% |
| 65 | UNHUNITEDHEALTH GROUP INC | 687 | $285,538 | 0.1% |
| 66 | PGPROCTER & GAMBLE CO | 1,828 | $268,058 | 0.1% |
| 67 | GOVTISHARES TR | 11,600 | $264,248 | 0.1% |
| 68 | MRKMERCK & CO INC | 1,873 | $240,681 | 0.1% |
| 69 | MAMASTERCARD INCORPORATED | 454 | $233,174 | 0.1% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 238 | $222,642 | 0.1% |
| 71 | EWYISHARES INC | 1,000 | $201,900 | 0.1% |
| 72 | TXNTEXAS INSTRS INC | 672 | $200,303 | 0.1% |
| 73 | SVCOSILVACO GROUP INC | 13,389 | $184,634 | 0.1% |
| 74 | SBSCOMPANHIA DE SANEAMENTO BASI | 14,010 | $80,978 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.