# SELDON CAPITAL LP: Form 13F holdings

An institutional investment manager in SAN FRANCISCO, CA. SEC CIK 1867731.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $319.6m
- Positions: 74 (74 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1867731/000207367926000095/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $31.6m | 9.9% | 226,071 |  | Unchanged |
| [CELESTICA INC (CLS)](/companies/cls.md) | COM | $25.8m | 8.1% | 70,785 |  | Unchanged |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $21.4m | 6.7% | 55,800 |  | Unchanged |
| [VERISIGN INC (VRSN)](/companies/vrsn.md) | COM | $18.3m | 5.7% | 72,839 |  | New +72,839 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.2m | 5.1% | 43,798 |  | Unchanged |
| LITHIUM ARGENTINA AG | COM SHS | $15.4m | 4.8% | 1,858,689 |  | Unchanged |
| [SOCIEDAD QUIMICA Y MINERA DE (SQM)](/companies/sqm.md) | SPON ADR SER B | $14.1m | 4.4% | 189,808 |  | Unchanged |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $13.2m | 4.1% | 27,300 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $11.9m | 3.7% | 75,547 |  | Unchanged |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $11.3m | 3.5% | 21,935 |  | New +21,935 |
| VANGUARD WORLD FD | CONSUM STP ETF | $10.7m | 3.4% | 47,593 |  | Unchanged |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.6m | 3.3% | 149,017 |  | Unchanged |
| [SMITHFIELD FOODS INC (SFD)](/companies/sfd.md) | COM | $8.2m | 2.6% | 338,889 |  | Added +64,052 |
| [VEECO INSTRS INC DEL (VECO)](/companies/veco.md) | COM | $7.7m | 2.4% | 101,224 |  | New +101,224 |
| NU HLDGS LTD | ORD SHS CL A | $7.3m | 2.3% | 544,860 |  | Reduced −129,693 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $6.7m | 2.1% | 23,268 |  | Unchanged |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $6.1m | 1.9% | 18,128 |  | Reduced −1,204 |
| ISHARES TR | CORE MSCI EAFE | $6.0m | 1.9% | 62,425 |  | Unchanged |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $5.3m | 1.7% | 186,597 |  | Added +137,621 |
| [LSB INDS INC (LXU)](/companies/lxu.md) | COM | $4.6m | 1.4% | 423,929 |  | Added +270,611 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $4.6m | 1.4% | 10,300 |  | New +10,300 |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $4.5m | 1.4% | 37,635 |  | New +37,635 |
| [PAMPA ENERGIA SA (PAM)](/companies/pam.md) | SPONS ADR LVL I | $4.4m | 1.4% | 53,631 |  | Reduced −10,826 |
| [HUYA INC (HUYA)](/companies/huya.md) | ADS REP SHS A | $3.8m | 1.2% | 1,651,233 |  | Reduced −625,879 |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $3.7m | 1.2% | 48,226 |  | Reduced −2,333 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $3.6m | 1.1% | 17,840 |  | Unchanged |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $3.4m | 1.1% | 44,965 |  | New +44,965 |
| [FIRST CTZNS BANCSHARES INC D (FCNCA)](/companies/fcnca.md) | CL A | $3.0m | 0.9% | 1,434 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.8m | 0.9% | 7,720 |  | Unchanged |
| ISHARES TR | EAFE VALUE ETF | $2.4m | 0.7% | 31,000 |  | Unchanged |
| ISHARES INC | CORE MSCI EMKT | $2.2m | 0.7% | 26,019 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.9m | 0.6% | 5,126 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.8m | 0.6% | 3,823 |  | Unchanged |
| [GRUPO CIBEST SA (CIB)](/companies/cib.md) | SPON ADS | $1.7m | 0.5% | 21,458 |  | New +21,458 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6m | 0.5% | 27,148 |  | Unchanged |
| DBX ETF TR | XTRACK HRVST CSI | $1.6m | 0.5% | 44,106 |  | Unchanged |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6m | 0.5% | 21,582 |  | Unchanged |
| [ECOPETROL S A (EC)](/companies/ec.md) | SPONSORED ADS | $1.4m | 0.4% | 100,000 |  | New +100,000 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.3m | 0.4% | 5,320 |  | Unchanged |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $1.1m | 0.3% | 5,229 |  | New +5,229 |
| ISHARES TR | TIPS BD ETF | $931.8k | 0.3% | 8,515 |  | Unchanged |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $870.6k | 0.3% | 6,666 |  | New +6,666 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $824.4k | 0.3% | 8,000 |  | Unchanged |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $813.4k | 0.3% | 1,125 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $778.5k | 0.2% | 1,382 |  | Unchanged |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $725.3k | 0.2% | 1,920 |  | Unchanged |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $667.3k | 0.2% | 1,540 |  | Unchanged |
| [VICTORIAS SECRET AND CO (VSXY)](/companies/vsxy.md) | COMMON STOCK | $626.9k | 0.2% | 7,510 |  | Unchanged |
| ISHARES TR | EXPND TEC SC ETF | $619.3k | 0.2% | 3,786 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $513.3k | 0.2% | 1,496 |  | Unchanged |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $488.5k | 0.2% | 841 |  | New +841 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $484.6k | 0.2% | 404 |  | Unchanged |
| ISHARES TR | CORE S&P TTL STK | $472.4k | 0.1% | 2,876 |  | Unchanged |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $470.4k | 0.1% | 2,668 |  | Unchanged |
| SPDR SERIES TRUST | ST STR CONV ETF | $438.6k | 0.1% | 4,068 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $435.1k | 0.1% | 1,713 |  | Unchanged |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $399.8k | 0.1% | 1,342 |  | New +1,342 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $337.9k | 0.1% | 1,120 |  | New +1,120 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $331.9k | 0.1% | 2,265 |  | Unchanged |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $328.3k | 0.1% | 6,552 |  | Unchanged |
| ANGLOGOLD ASHANTI PLC | COM SHS | $323.0k | 0.1% | 3,993 |  | Unchanged |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $313.5k | <0.1% | 5,502 |  | Unchanged |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $311.9k | <0.1% | 2,754 |  | Unchanged |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $291.0k | <0.1% | 825 |  | Unchanged |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $285.5k | <0.1% | 687 |  | New +687 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $268.1k | <0.1% | 1,828 |  | Unchanged |
| ISHARES TR | US TREAS BD ETF | $264.2k | <0.1% | 11,600 |  | Unchanged |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $240.7k | <0.1% | 1,873 |  | Unchanged |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $233.2k | <0.1% | 454 |  | Unchanged |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $222.6k | <0.1% | 238 |  | Unchanged |
| ISHARES INC | MSCI STH KOR ETF | $201.9k | <0.1% | 1,000 |  | New +1,000 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $200.3k | <0.1% | 672 |  | New +672 |
| [SILVACO GROUP INC (SVCO)](/companies/svco.md) | COM | $184.6k | <0.1% | 13,389 |  | New +13,389 |
| [COMPANHIA DE SANEAMENTO BASI (SBS)](/companies/sbs.md) | SPONSORED ADR | $81.0k | <0.1% | 14,010 |  | New +14,010 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BENTLEY SYS INC (BSY)](/companies/bsy.md) | COM CL B | $0 | 0.0% | 0 |  | Sold out −793,374 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $0 | 0.0% | 0 |  | Sold out −41,667 |
| [EQT CORP (EQT)](/companies/eqt.md) | COM | $0 | 0.0% | 0 |  | Sold out −176,549 |
| [FASTLY INC (FSLY)](/companies/fsly.md) | CL A | $0 | 0.0% | 0 |  | Sold out −151,265 |
| [GRAYSCALE BITCOIN MINI TR ET (BTC)](/companies/btc.md) | SHS NEW | $0 | 0.0% | 0 |  | Sold out −13,221 |
| [GRAYSCALE BITCOIN TRUST ETF (GBTC)](/companies/gbtc.md) | SHS REP COM UT | $0 | 0.0% | 0 |  | Sold out −56,100 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −462 |
| ISHARES INC | MSCI CHILE ETF | $0 | 0.0% | 0 |  | Sold out −110,121 |
| [MITSUBISHI UFJ FINANCIAL GRO (MUFG)](/companies/mufg.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −11,273 |

Source: SEC EDGAR, Form 13F-HR, accession 0002073679-26-000095. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.