2026 Q2 Portfolio Activity
In 2026 Q2, SELDON CAPITAL LP maintained a portfolio of 83 distinct positions. The most significant new addition was VERISIGN INC, now representing 5.73% of the total fund value. They heavily accumulated shares in UNITY SOFTWARE INC, increasing the position by 281.0%. Conversely, SELDON CAPITAL LP completely exited their position in BENTLEY SYS INC.
Position History
hover any row below to update
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Total Positions
83
Quarter
2026 Q2
Top Holding
INTC (9.9%)
Top 10 Concentration
56.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
SELDON CAPITAL LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
INTC
INTEL CORP
|
Technology | 9.88% | 3.67% |
#1
9
Prev: #10
|
7.0 |
—
|
no change | no change |
P
S
|
226,071 | $31,566,294 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLS
CELESTICA INC
|
Technology | 8.08% | 7.33% |
#2
Prev: #2
|
5.7 |
—
|
no change | no change |
P
S
|
70,785 | $25,822,368 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLN
TALEN ENERGY CO...
|
Utilities | 6.71% | 6.55% |
#3
Prev: #3
|
4.7 |
—
|
no change | no change |
P
S
|
55,800 | $21,441,708 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRSN
VERISIGN INC
|
Technology | 5.73% | — |
#4
Prev: #—
|
6.3 |
—
|
72,839 | — |
NEW
|
72,839 | $18,323,379 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.07% | 5.17% |
#5
Prev: #5
|
3.5 |
—
|
no change | no change |
P
S
|
43,798 | $16,207,012 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LAR
LITHIUM ARGENTI...
|
Basic Materials | 4.81% | 4.57% |
#6
Prev: #6
|
2.9 |
—
|
no change | no change |
P
S
|
1,858,689 | $15,369,014 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SQM
SOCIEDAD QUIMIC...
|
Basic Materials | 4.40% | 5.65% |
#7
3
Prev: #4
|
2.8 |
—
|
no change | no change |
P
S
|
189,808 | $14,053,384 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TER
TERADYNE INC
|
Technology | 4.13% | 2.98% |
#8
5
Prev: #13
|
2.7 |
—
|
no change | no change |
P
S
|
27,300 | $13,208,832 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 3.71% | 3.84% |
#9
Prev: #9
|
2.5 |
—
|
no change | no change |
P
S
|
75,547 | $11,857,102 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 3.54% | — |
#10
Prev: #—
|
4.9 |
—
|
21,935 | — |
NEW
|
21,935 | $11,301,570 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 3.36% | 3.93% |
#11
3
Prev: #8
|
2.3 |
—
|
no change | no change |
P
S
|
47,593 | $10,731,746 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.32% | 3.51% |
#12
Prev: #12
|
2.3 |
—
|
no change | no change |
P
S
|
149,017 | $10,617,461 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SFD
SMITHFIELD FOOD...
|
Consumer Defensive | 2.57% | 2.83% |
#13
1
Prev: #14
|
3.5 |
—
|
64,052 | 23.3% |
P
S
|
338,889 | $8,221,447 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VECO
VEECO INSTRS IN...
|
Technology | 2.40% | — |
#14
Prev: #—
|
4.5 |
—
|
101,224 | — |
NEW
|
101,224 | $7,672,779 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 2.28% | 3.56% |
#15
4
Prev: #11
|
1.4 |
—
|
-129,693 | -19.2% |
P
S
|
544,860 | $7,279,330 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.11% | 2.17% |
#16
Prev: #16
|
1.8 |
—
|
no change | no change |
P
S
|
23,268 | $6,732,828 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.90% | 1.78% |
#17
4
Prev: #21
|
1.3 |
—
|
-1,204 | -6.2% |
P
S
|
18,128 | $6,069,617 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEFA
ISHARES TR
|
ETF | 1.89% | 2.08% |
#18
Prev: #18
|
1.8 |
—
|
no change | no change |
P
S
|
62,425 | $6,029,007 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 1.67% | 0.40% |
#19
18
Prev: #37
|
3.7 |
—
|
137,621 | 281.0% |
P
S
|
186,597 | $5,332,942 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LXU
LSB INDS INC
|
Basic Materials | 1.43% | 0.84% |
#20
8
Prev: #28
|
3.6 |
—
|
270,611 | 176.5% |
P
S
|
423,929 | $4,582,672 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MKSI
MKS INC.
|
Technology | 1.43% | — |
#21
Prev: #—
|
4.1 |
—
|
10,300 | — |
NEW
|
10,300 | $4,581,440 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CROX
CROCS INC
|
Consumer Cyclical | 1.42% | — |
#22
Prev: #—
|
4.1 |
—
|
37,635 | — |
NEW
|
37,635 | $4,540,286 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PAM
PAMPA ENERGIA S...
|
Industrials | 1.38% | 2.10% |
#23
6
Prev: #17
|
1.1 |
—
|
-10,826 | -16.8% |
P
S
|
53,631 | $4,404,714 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HUYA
HUYA INC
|
Communication Services | 1.19% | 2.76% |
#24
9
Prev: #15
|
0.5 |
—
|
-625,879 | -27.5% |
P
S
|
1,651,233 | $3,797,836 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 1.15% | 1.90% |
#25
5
Prev: #20
|
1.0 |
—
|
-2,333 | -4.6% |
P
S
|
48,226 | $3,678,679 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.12% | 1.14% |
#26
2
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
17,840 | $3,569,606 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STM
STMICROELECTRON...
|
Technology | 1.05% | — |
#27
Prev: #—
|
3.9 |
—
|
44,965 | — |
NEW
|
44,965 | $3,367,429 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FCNCA
FIRST CTZNS BAN...
|
Financial Services | 0.93% | 0.99% |
#28
2
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
1,434 | $2,983,853 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.86% | 0.82% |
#29
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
7,720 | $2,758,896 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFV
ISHARES TR
|
ETF | 0.74% | 0.85% |
#30
3
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
31,000 | $2,373,050 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.67% | 0.67% |
#31
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
26,019 | $2,155,414 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.60% | 0.70% |
#32
2
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
5,126 | $1,912,101 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.57% | 0.47% |
#33
2
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
3,823 | $1,825,750 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIB
GRUPO CIBEST SA
|
Financial Services | 0.53% | — |
#34
Prev: #—
|
3.7 |
—
|
21,458 | — |
NEW
|
21,458 | $1,704,409 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.51% | 0.54% |
#35
2
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
27,148 | $1,620,464 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASHR
DBX ETF TR
|
ETF | 0.51% | 0.53% |
#36
2
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
44,106 | $1,616,926 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.50% | 0.58% |
#37
5
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
21,582 | $1,584,335 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EC
ECOPETROL S A
|
Energy | 0.45% | — |
#38
Prev: #—
|
3.7 |
—
|
100,000 | — |
NEW
|
100,000 | $1,424,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.40% | 0.41% |
#39
3
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
5,320 | $1,267,969 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TWLO
TWILIO INC
|
Technology | 0.34% | — |
#40
Prev: #—
|
3.6 |
—
|
5,229 | — |
NEW
|
5,229 | $1,078,900 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TIP
ISHARES TR
|
ETF | 0.29% | 0.35% |
#41
3
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
8,515 | $931,796 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.27% | — |
#42
Prev: #—
|
3.6 |
—
|
6,666 | — |
NEW
|
6,666 | $870,646 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.26% | 0.29% |
#43
4
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
8,000 | $824,400 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.25% | 0.14% |
#44
4
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
1,125 | $813,375 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.24% | 0.29% |
#45
5
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
1,382 | $778,467 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.23% | 0.22% |
#46
5
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
1,920 | $725,280 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.21% | 0.12% |
#47
8
Prev: #55
|
1.1 |
—
|
no change | no change |
P
S
|
1,540 | $667,328 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSCO
VICTORIAS SECRE...
|
Consumer Cyclical | 0.20% | 0.13% |
#48
3
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
7,510 | $626,935 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IGM
ISHARES TR
|
ETF | 0.19% | 0.16% |
#49
6
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
3,786 | $619,314 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.16% | 0.17% |
#50
8
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,496 | $513,263 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 83 holdings