Skip to content
Disclosery

13F-HR filed by SELDON CAPITAL LP

SELDON CAPITAL LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 74 holding rows worth $319,646,467.

Accession
0002073679-26-000095
Filer
CIK 1867731
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 74 entries on the cover page, a total value of $319,646,467 stated on the cover page (in dollars after the unit check, H1), rows summing to $319,646,467 with VALUE read as dollars as filed, 13F file number 028-21787. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Intel Corp458140100COM226,071$31,566,294dollars as filed
CELESTICA INC COM15101Q207Stock70,785$25,822,368dollars as filed
TALEN ENERGY CORP COM87422Q109Stock55,800$21,441,708dollars as filed
VERISIGN INC COM92343E102Stock72,839$18,323,379dollars as filed
VTI922908769COM43,798$16,207,012dollars as filed
LITHIUM ARGENTINA AGH5012F103COM SHS1,858,689$15,369,014dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B189,808$14,053,384dollars as filed
TERADYNE INC COM880770102Stock27,300$13,208,832dollars as filed
Vanguard Total World Stock ETF922042742SHS75,547$11,857,102dollars as filed
APPLOVIN CORP COM CL A03831W108Stock21,935$11,301,570dollars as filed
Vanguard Consumer Staples ETF92204A207SHS47,593$10,731,746dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS149,017$10,617,461dollars as filed
SMITHFIELD FOODS INC832248207COMMON STOCK338,889$8,221,447dollars as filed
VEECO INSTRS INC DEL COM922417100Stock101,224$7,672,779dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A544,860$7,279,330dollars as filed
Apple Inc037833100COM23,268$6,732,828dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock18,128$6,069,617dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS62,425$6,029,007dollars as filed
UNITY SOFTWARE INC COM91332U101Stock186,597$5,332,942dollars as filed
LSB INDS INC502160104COM423,929$4,582,672dollars as filed
MKS INC. COM55306N104Stock10,300$4,581,440dollars as filed
CROCS INC COM227046109Stock37,635$4,540,286dollars as filed
PAMPA ENERGIA SA697660207SPONS ADR LVL I53,631$4,404,714dollars as filed
HUYA INC ADS EACH REP 1 ORD SHS CL A44852D108COM1,651,233$3,797,836dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR48,226$3,678,679dollars as filed
NVIDIA Corp67066G104COM17,840$3,569,606dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR44,965$3,367,429dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock1,434$2,983,853dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,720$2,758,896dollars as filed
iShares MSCI EAFE Value ETF464288877SHS31,000$2,373,050dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS26,019$2,155,414dollars as filed
Microsoft Corp594918104COM5,126$1,912,101dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,823$1,825,750dollars as filed
GRUPO CIBEST SA SPON ADS40090E106ADR21,458$1,704,409dollars as filed
VWO922042858SHS27,148$1,620,464dollars as filed
DBX ETF TR XTRACK HRVST CSI233051879XTRACK HRVST CSI44,106$1,616,926dollars as filed
Vanguard Total Bond Market ETF921937835SHS21,582$1,584,335dollars as filed
ECOPETROL S A SPONSORED ADS279158109ADR100,000$1,424,000dollars as filed
Amazon.com, Inc023135106COM5,320$1,267,969dollars as filed
TWILIO INC CL A90138F102Stock5,229$1,078,900dollars as filed
iShares TIPS Bond ETF464287176SHS8,515$931,796dollars as filed
TARGET CORP COM87612E106Stock6,666$870,646dollars as filed
Avantis International Small Cap Val ETF025072802SHS8,000$824,400dollars as filed
Applied Materials,Inc.038222105COM1,125$813,375dollars as filed
META PLATFORMS INC CL A30303M102COM1,382$778,467dollars as filed
Broadcom Inc.11135F101COM1,920$725,280dollars as filed
Lam Research Corporation512807306COM1,540$667,328dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock7,510$626,935dollars as filed
iShares Expanded Tech Sector ETF464287549SHS3,786$619,314dollars as filed
Visa Inc92826C839COM1,496$513,263dollars as filed
Advanced Micro Devices,Inc.007903107COM841$488,545dollars as filed
Eli Lilly and Company532457108COM404$484,570dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,876$472,441dollars as filed
AMPHENOL CORP NEW032095101COM2,668$470,422dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF4,068$438,612dollars as filed
Johnson & Johnson478160104COM1,713$435,051dollars as filed
MARVELL TECHNOLOGY INC573874104COM1,342$399,768dollars as filed
KLA CORP482480100COM1,120$337,915dollars as filed
Oracle Corporation68389X105COM2,265$331,936dollars as filed
FIDELITY MERRIMACK STR TR316188408LOW DURTIN ETF6,552$328,321dollars as filed
ANGLOGOLD ASHANTI PLCG0378L100COM SHS3,993$322,994dollars as filed
Bank of America Corp060505104COM5,502$313,504dollars as filed
Walmart Inc.931142103COM2,754$311,918dollars as filed
Home Depot, Inc437076102COM825$290,961dollars as filed
UnitedHealth Group Inc91324P102COM687$285,538dollars as filed
Procter & Gamble Co742718109COM1,828$268,058dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS11,600$264,248dollars as filed
Merck & Co.,Inc.58933Y105COM1,873$240,681dollars as filed
MasterCard, Inc57636Q104COM454$233,174dollars as filed
Costco Wholesale Corporation22160K105COM238$222,642dollars as filed
ISHARES INC MSCI STH KOR ETF464286772MSCI STH KOR ETF1,000$201,900dollars as filed
Texas Instruments Incorporated882508104COM672$200,303dollars as filed
SILVACO GROUP INC82728C102COMMON STOCK13,389$184,634dollars as filed
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR20441A102ADR14,010$80,978dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002073679-26-000095this filing2026-08-14acceptance time not in the bulk data set