§ 13F · FUND PROFILE
SELDON CAPITAL LP.
AUM · $285M (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | 226K | $32M | 9.9% | ±0% |
| 2 | CLS | CELESTICA INC | 71K | $26M | 8.1% | ±0% |
| 3 | TLN | TALEN ENERGY CORP | 56K | $21M | 6.7% | ±0% |
| 4 | VRSN | VERISIGN INC | 73K | $18M | 5.7% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 44K | $16M | 5.1% | ±0% |
| 6 | LAR | LITHIUM ARGENTINA AG | 1.86M | $15M | 4.8% | ±0% |
| 7 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 190K | $14M | 4.4% | ±0% |
| 8 | TER | TERADYNE INC | 27K | $13M | 4.1% | ±0% |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 76K | $12M | 3.7% | ±0% |
| 10 | APP | APPLOVIN CORP | 22K | $11M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SELDON SIGNAL
AC read
SELDON CAPITAL LP is a Other fund managing $285 million in assets. The fund runs a portfolio of 70 positions.
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