SELDON CAPITAL LP

Name: SELDON CAPITAL LP: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in SAN FRANCISCO, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1867731.

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Reported value$319.6m
Positions74

Holdings: 74 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

SELDON CAPITAL LP, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Intel CorpINTC	COM	458140100	31.6	9.9%	226,071	Unchanged
Celestica IncCLS	COM	15101Q207	25.8	8.1%	70,785	Unchanged
Talen Energy CorpTLN	COM	87422Q109	21.4	6.7%	55,800	Unchanged
Verisign IncVRSN	COM	92343E102	18.3	5.7%	72,839	New+72,839
Vanguard Index FDS	TOTAL STK MKT	922908769	16.2	5.1%	43,798	Unchanged
Lithium Argentina AG	COM SHS	H5012F103	15.4	4.8%	1,858,689	Unchanged
Sociedad Quimica Y Minera deSQM	SPON ADR SER B	833635105	14.1	4.4%	189,808	Unchanged
Teradyne IncTER	COM	880770102	13.2	4.1%	27,300	Unchanged
Vanguard International Equity Index F	TT WRLD ST ETF	922042742	11.9	3.7%	75,547	Unchanged
Applovin CorpAPP	COM CL A	03831W108	11.3	3.5%	21,935	New+21,935
Vanguard World FD	CONSUM STP ETF	92204A207	10.7	3.4%	47,593	Unchanged
Vanguard Tax-Managed FDS	VAN FTSE DEV MKT	921943858	10.6	3.3%	149,017	Unchanged
Smithfield Foods IncSFD	COM	832248207	8.2	2.6%	338,889	Added+64,052
Veeco Instrs Inc DelVECO	COM	922417100	7.7	2.4%	101,224	New+101,224
NU Holdings Ltd	ORD SHS CL A	G6683N103	7.3	2.3%	544,860	Reduced−129,693
Apple IncAAPL	COM	037833100	6.7	2.1%	23,268	Unchanged
Vertiv Holdings CoVRT	COM CL A	92537N108	6.1	1.9%	18,128	Reduced−1,204
Ishares TR	CORE MSCI EAFE	46432F842	6.0	1.9%	62,425	Unchanged
Unity Software IncU	COM	91332U101	5.3	1.7%	186,597	Added+137,621
LSB Inds IncLXU	COM	502160104	4.6	1.4%	423,929	Added+270,611
MKS Inc.MKSI	COM	55306N104	4.6	1.4%	10,300	New+10,300
Crocs IncCROX	COM	227046109	4.5	1.4%	37,635	New+37,635
Pampa Energia SAPAM	SPONS ADR LVL I	697660207	4.4	1.4%	53,631	Reduced−10,826
Huya IncHUYA	ADS REP SHS A	44852D108	3.8	1.2%	1,651,233	Reduced−625,879
PDD Holdings IncPDD	SPONSORED ADS	722304102	3.7	1.2%	48,226	Reduced−2,333
Nvidia CorporationNVDA	COM	67066G104	3.6	1.1%	17,840	Unchanged
Stmicroelectronics N VSTM	NY REGISTRY	861012102	3.4	1.1%	44,965	New+44,965
First CTZNS Bancshares Inc DFCNCA	CL A	31946M103	3.0	0.9%	1,434	Unchanged
Alphabet IncGOOGL	CAP STK CL A	02079K305	2.8	0.9%	7,720	Unchanged
Ishares TR	EAFE VALUE ETF	464288877	2.4	0.7%	31,000	Unchanged
Ishares Inc	CORE MSCI EMKT	46434G103	2.2	0.7%	26,019	Unchanged
Microsoft CorpMSFT	COM	594918104	1.9	0.6%	5,126	Unchanged
Taiwan Semiconductor ManufacTSM	SPONSORED ADS	874039100	1.8	0.6%	3,823	Unchanged
Grupo Cibest SACIB	SPON ADS	40090E106	1.7	0.5%	21,458	New+21,458
Vanguard International Equity Index F	FTSE EMR MKT ETF	922042858	1.6	0.5%	27,148	Unchanged
DBX ETF TR	XTRACK HRVST CSI	233051879	1.6	0.5%	44,106	Unchanged
Vanguard BD Index FDS	TOTAL BND MRKT	921937835	1.6	0.5%	21,582	Unchanged
Ecopetrol S aEC	SPONSORED ADS	279158109	1.4	0.4%	100,000	New+100,000
Amazon Com IncAMZN	COM	023135106	1.3	0.4%	5,320	Unchanged
Twilio IncTWLO	CL A	90138F102	1.1	0.3%	5,229	New+5,229
Ishares TR	TIPS BD ETF	464287176	0.9	0.3%	8,515	Unchanged
Target CorpTGT	COM	87612E106	0.9	0.3%	6,666	New+6,666
American Centy ETF TR	INTL SMCP VLU	025072802	0.8	0.3%	8,000	Unchanged
Applied Matls IncAMAT	COM	038222105	0.8	0.3%	1,125	Unchanged
Meta Platforms IncMETA	CL A	30303M102	0.8	0.2%	1,382	Unchanged
Broadcom IncAVGO	COM	11135F101	0.7	0.2%	1,920	Unchanged
LAM Research CorpLRCX	COM NEW	512807306	0.7	0.2%	1,540	Unchanged
Victorias Secret and CoVSXY	COMMON STOCK	926400102	0.6	0.2%	7,510	Unchanged
Ishares TR	EXPND TEC SC ETF	464287549	0.6	0.2%	3,786	Unchanged
Visa IncV	COM CL A	92826C839	0.5	0.2%	1,496	Unchanged
Advanced Micro Devices IncAMD	COM	007903107	0.5	0.2%	841	New+841
ELI Lilly & CoLLY	COM	532457108	0.5	0.2%	404	Unchanged
Ishares TR	CORE S&P TTL STK	464287150	0.5	0.1%	2,876	Unchanged
Amphenol CorpAPH	CL A	032095101	0.5	0.1%	2,668	Unchanged
SPDR Series Trust	ST STR CONV ETF	78464A359	0.4	0.1%	4,068	Unchanged
Johnson & JohnsonJNJ	COM	478160104	0.4	0.1%	1,713	Unchanged
Marvell Technology IncMRVL	COM	573874104	0.4	0.1%	1,342	New+1,342
KLA CorpKLAC	COM NEW	482480100	0.3	0.1%	1,120	New+1,120
Oracle CorpORCL	COM	68389X105	0.3	0.1%	2,265	Unchanged
Fidelity Merrimack STR TR	LOW DURTIN ETF	316188408	0.3	0.1%	6,552	Unchanged
Anglogold Ashanti plc	COM SHS	G0378L100	0.3	0.1%	3,993	Unchanged
Bank of Amer CorpBAC	COM	060505104	0.3	<0.1%	5,502	Unchanged
Walmart IncWMT	COM	931142103	0.3	<0.1%	2,754	Unchanged
Home Depot IncHD	COM	437076102	0.3	<0.1%	825	Unchanged
Unitedhealth Group IncUNH	COM	91324P102	0.3	<0.1%	687	New+687
Procter & Gamble CoPG	COM	742718109	0.3	<0.1%	1,828	Unchanged
Ishares TR	US TREAS BD ETF	46429B267	0.3	<0.1%	11,600	Unchanged
Merck & Co IncMRK	COM	58933Y105	0.2	<0.1%	1,873	Unchanged
Mastercard IncorporatedMA	CL A	57636Q104	0.2	<0.1%	454	Unchanged
Costco Wholesale CorporationCOST	COM	22160K105	0.2	<0.1%	238	Unchanged
Ishares Inc	MSCI STH KOR ETF	464286772	0.2	<0.1%	1,000	New+1,000
Texas Instrs IncTXN	COM	882508104	0.2	<0.1%	672	New+672
Silvaco Group IncSVCO	COM	82728C102	0.2	<0.1%	13,389	New+13,389
Companhia de Saneamento BasiSBS	SPONSORED ADR	20441A102	0.1	<0.1%	14,010	New+14,010

Sold out: 9 positions

Held at the end of the quarter before and not reported this quarter.

SELDON CAPITAL LP, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Bentley Sys IncBSY	COM CL B	08265T208	0.0%	Sold out−793,374
CF Industries HoldCF	COM	125269100	0.0%	Sold out−41,667
EQT CorpEQT	COM	26884L109	0.0%	Sold out−176,549
Fastly IncFSLY	CL A	31188V100	0.0%	Sold out−151,265
Grayscale Bitcoin Mini TR EtBTC	SHS NEW	389930207	0.0%	Sold out−13,221
Grayscale Bitcoin Trust ETFGBTC	SHS REP COM UT	389637109	0.0%	Sold out−56,100
Intuitive Surgical IncISRG	COM NEW	46120E602	0.0%	Sold out−462
Ishares Inc	MSCI CHILE ETF	464286640	0.0%	Sold out−110,121
Mitsubishi Ufj Financial GroMUFG	SPONSORED ADS	606822104	0.0%	Sold out−11,273

Source: SEC EDGAR, Form 13F-HR, accession 0002073679-26-000095 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.