Institutional Investor · CIK 0001867731
SELDON CAPITAL LP
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
73
Total Value
$328.15M
Total Shares
5.09M
Latest Filing
Aug 14, 2026
CIK
0001867731
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 226,071 | $31.57M | 0.0045% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 226,071 | $31.57M | 0.0045% | SH | — | View |
Celestica Inc.(CLS.TO) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-14 | 70,785 | $25.82M | 0.0616% | SH | — | View |
| Utilities | Independent Power Producers | 2026-06-30 | 2026-08-14 | 55,800 | $21.44M | 0.1229% | SH | — | View | |
VeriSign, Inc.(VRSN) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 72,839 | $18.32M | 0.0806% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 43,798 | $16.21M | 0.0007% | SH | — | View | |
| Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-08-14 | 189,808 | $14.05M | 0.0665% | SH | — | View | |
Teradyne, Inc.(TER) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 27,300 | $13.21M | 0.0175% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 75,547 | $11.86M | 0.0122% | SH | — | View | |
AppLovin Corporation(APP) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 21,935 | $11.30M | 0.0065% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 47,593 | $10.73M | 0.1193% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 149,017 | $10.62M | 0.0033% | SH | — | View | |
| Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-08-14 | 338,889 | $8.22M | 0.0861% | SH | — | View | |
Veeco Instruments Inc.(VECO) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 101,224 | $7.67M | 0.1658% | SH | — | View |
Nu Holdings Ltd.(NU) | Financial Services | Banks - Regional | 2026-06-30 | 2026-08-14 | 544,860 | $7.28M | 0.0113% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-14 | 23,268 | $6.73M | 0.0002% | SH | — | View |
Vertiv Holdings Co(VRT) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-08-14 | 18,128 | $6.07M | 0.0047% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-08-14 | 186,597 | $5.33M | 0.0427% | SH | — | View | |
LSB Industries, Inc.(LXU) | Basic Materials | Chemicals | 2026-06-30 | 2026-08-14 | 423,929 | $4.58M | 0.5893% | SH | — | View |
MKS Inc.(MKSI) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-14 | 10,300 | $4.58M | 0.0152% | SH | — | View |
Crocs, Inc.(CROX) | Consumer Cyclical | Apparel - Footwear & Accessories | 2026-06-30 | 2026-08-14 | 37,635 | $4.54M | 0.0785% | SH | — | View |
Pampa Energía S.A.(PAM) | Utilities | Regulated Electric | 2026-06-30 | 2026-08-14 | 53,631 | $4.40M | 0.0986% | SH | — | View |
HUYA Inc.(HUYA) | Communication Services | Entertainment | 2026-06-30 | 2026-08-14 | 1,651,233 | $3.80M | 0.7214% | SH | — | View |
PDD Holdings Inc.(PDD) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-14 | 48,226 | $3.68M | 0.0034% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 17,840 | $3.57M | 0.0001% | SH | — | View |
Stabilus SE(STM.DE) | Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-08-14 | 44,965 | $3.37M | 0.1820% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-08-14 | 1,434 | $2.98M | 0.0126% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 7,720 | $2.76M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 26,019 | $2.16M | 0.0013% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 5,126 | $1.91M | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 3,823 | $1.83M | 0.0001% | SH | — | View | |
Grupo Cibest S.A.(CIB) | Financial Services | Banks - Regional | 2026-06-30 | 2026-08-14 | 21,458 | $1.70M | 0.0090% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 27,148 | $1.62M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 44,106 | $1.62M | 0.0968% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-14 | 21,582 | $1.58M | 0.0004% | SH | — | View | |
Ecopetrol S.A.(EC) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-14 | 100,000 | $1.42M | 0.0049% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-14 | 5,320 | $1.27M | 0.0000% | SH | — | View |
Twilio Inc.(TWLO) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 5,229 | $1.08M | 0.0034% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 8,515 | $931.80K | 0.0062% | SH | — | View | |
Target Corporation(DYH.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 6,666 | $870.65K | 0.0015% | SH | — | View |
11880 Solutions AG(TGT.DE) | Industrials | Specialty Business Services | 2026-06-30 | 2026-08-14 | 6,666 | $870.65K | 0.1271% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 8,000 | $824.40K | 0.0044% | SH | — | View | |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,125 | $813.38K | 0.0001% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 1,382 | $778.47K | 0.0001% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,920 | $725.28K | 0.0000% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,540 | $667.33K | 0.0001% | SH | — | View |
Victoria's Secret & Co.(VSCO) | Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-08-14 | 7,510 | $626.93K | 0.0095% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 3,786 | $619.31K | 0.0058% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-14 | 1,496 | $513.26K | 0.0001% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 841 | $488.55K | 0.0001% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 404 | $484.57K | 0.0000% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 2,876 | $472.44K | 0.0005% | SH | — | View |
Amphenol Corporation(APH) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-14 | 2,668 | $470.42K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 4,068 | $438.61K | 0.0067% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 1,713 | $435.05K | 0.0001% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,342 | $399.77K | 0.0002% | SH | — | View |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,120 | $337.92K | 0.0001% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 2,265 | $331.94K | 0.0001% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-14 | 5,502 | $313.50K | 0.0001% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 2,754 | $311.92K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 2,754 | $311.92K | 0.0000% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-08-14 | 825 | $290.96K | 0.0001% | SH | — | View |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-14 | 687 | $285.54K | 0.0001% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-14 | 1,828 | $268.06K | 0.0001% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 1,873 | $240.68K | 0.0001% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 1,873 | $240.68K | 0.0001% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-14 | 454 | $233.17K | 0.0001% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 238 | $222.64K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 1,000 | $201.90K | 0.0013% | SH | — | View | |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 672 | $200.30K | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 672 | $200.30K | 0.0001% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-08-14 | 13,389 | $184.63K | 0.0409% | SH | — | View | |
| Utilities | Regulated Water | 2026-06-30 | 2026-08-14 | 14,010 | $80.98K | 0.0004% | SH | — | View |
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