Filed: 8/14/2026ACC: 0002073679-26-000095
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $319.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$319.65M
Total AUM (reported)
6.83M
Total Shares
Allocation by class
COM$165.64M51.8%
COM CL A$17.88M5.6%
TOTAL STK MKT$16.21M5.1%
COM SHS$15.69M4.9%
SPON ADR SER B$14.05M4.4%
TT WRLD ST ETF$11.86M3.7%
CONSUM STP ETF$10.73M3.4%
Portfolio Concentration
Top 3$78.83M24.7%
4–10$100.32M31.4%
11–25$94.27M29.5%
Rest$46.22M14.5%
Top 3 weight
24.7%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 6.83M
Sole
Full voting authority
6.14M
shares
% of voting shares89.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
690.41K
shares
% of voting shares10.1%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 89.9% of voting shares
Institutional Holdings74
Rows:
INTEL CORP
SOLEShares226.07K
TypeSH
Market value$31.57M
9.88%
Sole
226.07K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares70.78K
TypeSH
Market value$25.82M
8.08%
Sole
70.78K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares55.80K
TypeSH
Market value$21.44M
6.71%
Sole
55.80K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares72.84K
TypeSH
Market value$18.32M
5.73%
Sole
72.77K
Shared
0.00
None
72.00
VANGUARD INDEX FDS
SOLEShares43.80K
TypeSH
Market value$16.21M
5.07%
Sole
0.00
Shared
0.00
None
43.80K
LITHIUM ARGENTINA AG
SOLEShares1.86M
TypeSH
Market value$15.37M
4.81%
Sole
1.86M
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
SOLEShares189.81K
TypeSH
Market value$14.05M
4.40%
Sole
189.81K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares27.30K
TypeSH
Market value$13.21M
4.13%
Sole
27.30K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares75.55K
TypeSH
Market value$11.86M
3.71%
Sole
0.00
Shared
0.00
None
75.55K
APPLOVIN CORP
SOLEShares21.93K
TypeSH
Market value$11.30M
3.54%
Sole
21.93K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.73M
3.36%
Sole
0.00
Shared
0.00
None
47.59K
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$10.62M
3.32%
Sole
0.00
Shared
0.00
None
149.02K
SMITHFIELD FOODS INC
SOLEShares338.89K
TypeSH
Market value$8.22M
2.57%
Sole
338.89K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
SOLEShares101.22K
TypeSH
Market value$7.67M
2.40%
Sole
101.22K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares544.86K
TypeSH
Market value$7.28M
2.28%
Sole
544.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$6.73M
2.11%
Sole
0.00
Shared
0.00
None
23.27K
VERTIV HOLDINGS CO
SOLEShares18.13K
TypeSH
Market value$6.07M
1.90%
Sole
18.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$6.03M
1.89%
Sole
0.00
Shared
0.00
None
62.42K
UNITY SOFTWARE INC
SOLEShares186.60K
TypeSH
Market value$5.33M
1.67%
Sole
186.60K
Shared
0.00
None
0.00
LSB INDS INC
SOLEShares423.93K
TypeSH
Market value$4.58M
1.43%
Sole
423.93K
Shared
0.00
None
0.00
MKS INC.
SOLEShares10.30K
TypeSH
Market value$4.58M
1.43%
Sole
10.30K
Shared
0.00
None
0.00
CROCS INC
SOLEShares37.63K
TypeSH
Market value$4.54M
1.42%
Sole
37.63K
Shared
0.00
None
0.00
PAMPA ENERGIA SA
SOLEShares53.63K
TypeSH
Market value$4.40M
1.38%
Sole
53.63K
Shared
0.00
None
0.00
HUYA INC
SOLEShares1.65M
TypeSH
Market value$3.80M
1.19%
Sole
1.65M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares48.23K
TypeSH
Market value$3.68M
1.15%
Sole
48.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 226.07K | SH | $31.57M 9.88% | 226.07K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 70.78K | SH | $25.82M 8.08% | 70.78K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 55.80K | SH | $21.44M 6.71% | 55.80K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 72.84K | SH | $18.32M 5.73% | 72.77K | 0.00 | 72.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.80K | SH | $16.21M 5.07% | 0.00 | 0.00 | 43.80K |
LITHIUM ARGENTINA AGSOLE | COM SHS | 1.86M | SH | $15.37M 4.81% | 1.86M | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 189.81K | SH | $14.05M 4.40% | 189.81K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 27.30K | SH | $13.21M 4.13% | 27.30K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 75.55K | SH | $11.86M 3.71% | 0.00 | 0.00 | 75.55K |
APPLOVIN CORPSOLE | COM CL A | 21.93K | SH | $11.30M 3.54% | 21.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.73M 3.36% | 0.00 | 0.00 | 47.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $10.62M 3.32% | 0.00 | 0.00 | 149.02K |
SMITHFIELD FOODS INCSOLE | COM | 338.89K | SH | $8.22M 2.57% | 338.89K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 101.22K | SH | $7.67M 2.40% | 101.22K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 544.86K | SH | $7.28M 2.28% | 544.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $6.73M 2.11% | 0.00 | 0.00 | 23.27K |
VERTIV HOLDINGS COSOLE | COM CL A | 18.13K | SH | $6.07M 1.90% | 18.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $6.03M 1.89% | 0.00 | 0.00 | 62.42K |
UNITY SOFTWARE INCSOLE | COM | 186.60K | SH | $5.33M 1.67% | 186.60K | 0.00 | 0.00 |
LSB INDS INCSOLE | COM | 423.93K | SH | $4.58M 1.43% | 423.93K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 10.30K | SH | $4.58M 1.43% | 10.30K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 37.63K | SH | $4.54M 1.42% | 37.63K | 0.00 | 0.00 |
PAMPA ENERGIA SASOLE | SPONS ADR LVL I | 53.63K | SH | $4.40M 1.38% | 53.63K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 1.65M | SH | $3.80M 1.19% | 1.65M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $3.68M 1.15% | 48.23K | 0.00 | 0.00 |
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