Seldon Capital LP reported 56 positions worth $250.77M for the quarter ended Jun 30, 2026, up 22.3% on the prior quarter. It opened 17 new positions, added to 3, trimmed 5 and exited 8. Its largest holding is Intel Corp at 12.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRSN Verisign Inc | +72.8K | – | $18.32M | 7.31% |
| APP AppLovin Corp | +21.9K | – | $11.30M | 4.51% |
| VECO Veeco Instruments Inc | +101.2K | – | $7.67M | 3.06% |
| MKSI Mks Inc | +10.3K | – | $4.58M | 1.83% |
| CROX Crocs, Inc. | +37.6K | – | $4.54M | 1.81% |
| U Unity Software Inc. | +137.6K | +281.0% | $3.93M | 2.13% |
| STM STMicroelectronics N.V. | +45.0K | – | $3.37M | 1.34% |
| LXU Lsb Industries, Inc. | +270.6K | +176.5% | $2.93M | 1.83% |
| CIB Grupo Cibest S.A. | +21.5K | – | $1.70M | 0.68% |
| SFD Smithfield Foods Inc | +64.1K | +23.3% | $1.55M | 3.28% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BSY Bentley Systems Inc | -793.4K | -100.0% | $27.86M | Exited |
| EQT EQT Corp | -176.5K | -100.0% | $11.24M | Exited |
| CF CF Industries Holdings, Inc. | -41.7K | -100.0% | $5.41M | Exited |
| FSLY Fastly, Inc. | -151.3K | -100.0% | $4.40M | Exited |
| GBTC Grayscale Bitcoin Trust ETF | -56.1K | -100.0% | $2.96M | Exited |
| NU Nu Holdings Ltd. | -129.7K | -19.2% | $1.73M | 2.9% |
| HUYA HUYA Inc. | -625.9K | -27.5% | $1.44M | 1.51% |
| PAM Pampa Energy Inc. | -10.8K | -16.8% | $889.14K | 1.76% |
| VRT Vertiv Holdings Co | -1,204 | -6.2% | $403.12K | 2.42% |
| BTC Grayscale Bitcoin Mini Trust ETF | -13.2K | -100.0% | $396.50K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VRSN Verisign Inc | +72.8K | $18.32M | 7.31% |
| APP AppLovin Corp | +21.9K | $11.30M | 4.51% |
| VECO Veeco Instruments Inc | +101.2K | $7.67M | 3.06% |
| MKSI Mks Inc | +10.3K | $4.58M | 1.83% |
| CROX Crocs, Inc. | +37.6K | $4.54M | 1.81% |
| STM STMicroelectronics N.V. | +45.0K | $3.37M | 1.34% |
| CIB Grupo Cibest S.A. | +21.5K | $1.70M | 0.68% |
| EC Ecopetrol S.A. | +100.0K | $1.42M | 0.568% |
| TWLO Twilio Inc | +5,229 | $1.08M | 0.43% |
| TGT Target Corp | +6,666 | $870.65K | 0.347% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BSY Bentley Systems Inc | -793.4K | $27.86M | 13.59% |
| EQT EQT Corp | -176.5K | $11.24M | 5.48% |
| CF CF Industries Holdings, Inc. | -41.7K | $5.41M | 2.64% |
| FSLY Fastly, Inc. | -151.3K | $4.40M | 2.14% |
| GBTC Grayscale Bitcoin Trust ETF | -56.1K | $2.96M | 1.44% |
| BTC Grayscale Bitcoin Mini Trust ETF | -13.2K | $396.50K | 0.193% |
| ISRG Intuitive Surgical Inc | -462 | $212.98K | 0.104% |
| MUFG Mitsubishi Ufj Financial Group Inc | -11.3K | $191.30K | 0.093% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC Intel Corp | Technology | 226.1K | $31.57M | 12.59% | 0 | 0.0% | Unchanged | 0% |
| 2 | CLS Celestica Inc | Technology | 70.8K | $25.82M | 10.3% | 0 | 0.0% | Unchanged | 0.06% |
| 3 | TLN Talen Energy Corp | Utilities | 55.8K | $21.44M | 8.55% | 0 | 0.0% | Unchanged | 0.12% |
| 4 | VRSN Verisign Inc | Technology | 72.8K | $18.32M | 7.31% | +72.8K | – | New | 0.08% |
| 5 | LAR Lithium Argentina AG | Basic Materials | 1.86M | $15.37M | 6.13% | 0 | 0.0% | Unchanged | 1.15% |
| 6 | SQM Chemical & Mining Co Of Chile Inc | Basic Materials | 189.8K | $14.05M | 5.6% | 0 | 0.0% | Unchanged | 0.07% |
| 7 | TER Teradyne, Inc | Technology | 27.3K | $13.21M | 5.27% | 0 | 0.0% | Unchanged | 0.02% |
| 8 | APP AppLovin Corp | Technology | 21.9K | $11.30M | 4.51% | +21.9K | – | New | 0.01% |
| 9 | SFD Smithfield Foods Inc | Consumer Staples | 338.9K | $8.22M | 3.28% | +64.1K | +23.3% | Added | 0.09% |
| 10 | VECO Veeco Instruments Inc | Technology | 101.2K | $7.67M | 3.06% | +101.2K | – | New | 0.17% |
| 11 | NU Nu Holdings Ltd. | Financial Services | 544.9K | $7.28M | 2.9% | -129.7K | -19.2% | Reduced | 0.01% |
| 12 | AAPL Apple Inc. | Technology | 23.3K | $6.73M | 2.68% | 0 | 0.0% | Unchanged | 0% |
| 13 | VRT Vertiv Holdings Co | Industrials | 18.1K | $6.07M | 2.42% | -1,204 | -6.2% | Reduced | 0% |
| 14 | U Unity Software Inc. | Technology | 186.6K | $5.33M | 2.13% | +137.6K | +281.0% | Added | 0.04% |
| 15 | LXU Lsb Industries, Inc. | Basic Materials | 423.9K | $4.58M | 1.83% | +270.6K | +176.5% | Added | 0.59% |
Tip. Select a row to see that position’s full history at Seldon Capital.
As of its Q2 2026 13F filing, Seldon Capital LP’s five largest positions were Intel Corp (INTC) at 12.6%, Celestica Inc (CLS) at 10.3%, Talen Energy Corp (TLN) at 8.6%, Verisign Inc (VRSN) at 7.3%, Lithium Argentina AG (LAR) at 6.1% of the reported portfolio.
Seldon Capital LP reported a 13F portfolio worth $250.77M across 56 positions for Q2 2026. That is up 22.3% from the previous quarter.
Its largest purchases by value were Verisign Inc ($18.32M), AppLovin Corp ($11.30M), Veeco Instruments Inc ($7.67M). It opened 17 new positions.
Its largest sales by value were Bentley Systems Inc ($27.86M), EQT Corp ($11.24M), CF Industries Holdings, Inc. ($5.41M). It exited 8 positions entirely.
From the Form 13F-HR reports Seldon Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.