Q2 2026 13F · SEC CIK 1867731

Seldon Capital LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $319.6M
Reported positions: 74
Top holdings a year, 3 yrs: +23.2%
Assets under management: $517.8M

Seldon Capital LP is a hedge fund that reported 74 positions worth $319.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Intel Corp (INTC, 9.9%), Celestica Inc (CLS, 8.1%), Talen Energy Corp (TLN, 6.7%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 22.3% for the S&P 500.

Seldon Capital LP holdings largest 50 of 74 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seldon Capital LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
INTCIntel Corp	9.9%	3.7%	226,071	+0.0%	$31.6M
CLSCelestica Inc	8.1%	7.3%	70,785	+0.0%	$25.8M
TLNTalen Energy Corp	6.7%	6.5%	55,800	+0.0%	$21.4M
VRSNVerisign Inc	5.7%	—	72,839	—	$18.3M
VTIVanguard Index Fds	5.1%	5.2%	43,798	+0.0%	$16.2M
LARLithium Argentina AG	4.8%	4.6%	1,858,689	+0.0%	$15.4M
SQMSociedad Quimica Y Minera de	4.4%	5.6%	189,808	+0.0%	$14.1M
TERTeradyne Inc	4.1%	3.0%	27,300	+0.0%	$13.2M
VTVanguard Intl Equity Index F	3.7%	3.8%	75,547	+0.0%	$11.9M
APPApplovin Corp	3.5%	—	21,935	—	$11.3M
VDCVanguard World Fd	3.4%	3.9%	47,593	+0.0%	$10.7M
VEAVanguard Ftse Developed Markets Index Fu	3.3%	3.5%	149,017	+0.0%	$10.6M
SFDSmithfield Foods Inc	2.6%	2.8%	338,889	+23.3%	$8.2M
VECOVeeco Instrs Inc Del	2.4%	—	101,224	—	$7.7M
NUNu Hldgs Ltd	2.3%	3.6%	544,860	-19.2%	$7.3M
AAPLApple Inc	2.1%	2.2%	23,268	+0.0%	$6.7M
VRTVertiv Holdings Co	1.9%	1.8%	18,128	-6.2%	$6.1M
IEFAIshares Tr	1.9%	2.1%	62,425	+0.0%	$6.0M
UUnity Software Inc Com	1.7%	0.4%	186,597	+281.0%	$5.3M
LXULsb Inds Inc	1.4%	0.8%	423,929	+176.5%	$4.6M
MKSIMks Inc.	1.4%	—	10,300	—	$4.6M
CROXCrocs Inc	1.4%	—	37,635	—	$4.5M
PAMPampa Energia SA	1.4%	2.1%	53,631	-16.8%	$4.4M
HUYAHuya Inc	1.2%	2.8%	1,651,233	-27.5%	$3.8M
PDDPdd Holdings Inc	1.2%	1.9%	48,226	-4.6%	$3.7M
NVDANvidia Corporation	1.1%	1.1%	17,840	+0.0%	$3.6M
STMStmicroelectronics N V Ny Registry	1.1%	—	44,965	—	$3.4M
FCNCAFirst Ctzns Bancshares Cl A	0.9%	1.0%	1,434	+0.0%	$3.0M
GOOGLAlphabet Inc	0.9%	0.8%	7,720	+0.0%	$2.8M
EFVIshares Tr	0.7%	0.8%	31,000	+0.0%	$2.4M
IEMGIshares Inc	0.7%	0.7%	26,019	+0.0%	$2.2M
MSFTMicrosoft Corp	0.6%	0.7%	5,126	+0.0%	$1.9M
TSMTaiwan Semiconductor Manufac	0.6%	0.5%	3,823	+0.0%	$1.8M
CIBGrupo Cibest SA Fsponsored ADR 1 ADR Rep	0.5%	—	21,458	—	$1.7M
VWOVanguard Intl Equity Index F	0.5%	0.5%	27,148	+0.0%	$1.6M
ASHRDbx ETF Tr	0.5%	0.5%	44,106	+0.0%	$1.6M
BNDVanguard Bd Index Fds	0.5%	0.6%	21,582	+0.0%	$1.6M
ECEcopetrol SA	0.4%	—	100,000	—	$1.4M
AMZNAmazon Com Inc	0.4%	0.4%	5,320	+0.0%	$1.3M
TWLOTwilio Inc	0.3%	—	5,229	—	$1.1M
TIPIshares Tr	0.3%	0.3%	8,515	+0.0%	$932K
TGTTarget Corp	0.3%	—	6,666	—	$871K
AVDVAmerican Centy ETF Tr	0.3%	0.3%	8,000	+0.0%	$824K
AMATApplied Matls Inc	0.3%	0.1%	1,125	+0.0%	$813K
METAMeta Platforms Inc	0.2%	0.3%	1,382	+0.0%	$778K
AVGOBroadcom Inc	0.2%	0.2%	1,920	+0.0%	$725K
LRCXLam Research Corp	0.2%	—	1,540	—	$667K
VSXYVictoria's Secret & Co.	0.2%	—	7,510	—	$627K
IGMIshares Tr	0.2%	0.2%	3,786	+0.0%	$619K
VVisa Inc	0.2%	0.2%	1,496	+0.0%	$513K

What Seldon Capital LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -5.2% /yr; S&P 500 +11.7%
3 years: +23.2% /yr; S&P 500 +22.3%
5 years: +11.8% /yr; S&P 500 +12.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$319.6M	74
Q1 2026	$272.0M	65
Q4 2025	$288.8M	65
Q3 2025	$284.5M	70
Q2 2025	$230.2M	67
Q1 2025	$158.9M	58
Q4 2024	$244.3M	67
Q3 2024	$177.3M	65
Q2 2024	$183.1M	61
Q1 2024	$165.1M	58
Q4 2023	$130.5M	52
Q3 2023	$107.5M	48

Questions about Seldon Capital LP's portfolio

What stocks does Seldon Capital LP own?

Seldon Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 74 positions worth $319.6M. The largest are Intel Corp (INTC) at 9.9%, Celestica Inc (CLS) at 8.1%, Talen Energy Corp (TLN) at 6.7%, Verisign Inc (VRSN) at 5.7% and Vanguard Index Fds (VTI) at 5.1%.

What did Seldon Capital LP buy last quarter?

In Q2 2026, Seldon Capital LP added Unity Software Inc Com (U) (+281.0% shares), Lsb Inds Inc (LXU) (+176.5% shares) and Smithfield Foods Inc (SFD) (+23.3% shares), compared with its Q1 2026 filing.

What did Seldon Capital LP sell last quarter?

In Q2 2026, Seldon Capital LP cut from its top 50 Bentley Sys Inc (BSY), cut from its top 50 Eqt Corp (EQT), cut from its top 50 Cf Industries Hold (CF), cut from its top 50 Fastly Inc (FSLY), cut from its top 50 Ishares Inc (ECH), Huya Inc (HUYA) (-27.5% shares), Nu Hldgs Ltd (NU) (-19.2% shares) and Pampa Energia SA (PAM) (-16.8% shares), compared with its Q1 2026 filing.

How has Seldon Capital LP's portfolio performed?

A portfolio copying Seldon Capital LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -5.2% against +11.7%. Over 5 years: +11.8% a year against +12.3%.

When is Seldon Capital LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seldon Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Seldon Capital LP manage?

Seldon Capital LP reported $517.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $319.6M.