account_balance
Investment manager · 13F filer · SEC CIK 1867731
Seldon Capital LP
Reported value$320Mas of Jun 30, 2026
Positions74 18 new, 9 sold out
Top 10 weight56.0%INTC alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
INTCIntel Corp
9.9%
CLSCelestica Inc
8.1%
TLNTalen Energy Corp
6.7%
VRSNVerisign Inc
5.7%New
VTIVanguard Index FDS
5.1%
LARLithium Argentina AG
4.8%
SQMSociedad Quimica Y Minera de
4.4%
TERTeradyne Inc
4.1%
VTVanguard Intl Equity Index F
3.7%
APPApplovin Corp
3.5%New
VDCVanguard World Fd
3.4%
VEAVanguard Tax-managed FDS
3.3%
INTCIntel Corp
9.9%
CLSCelestica Inc
8.1%
TLNTalen Energy Corp
6.7%
VRSNVerisign Inc
5.7%New
VTIVanguard Index FDS
5.1%
VT3.7%
APP3.5%VDC3.4%
VEA3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTC Intel Corp 9.9% HeldCLS Celestica Inc 8.1% HeldTLN Talen Energy Corp 6.7% HeldVRSN Verisign Inc 5.7% New
VTI Vanguard Index FDS 5.1% Held
LAR Lithium Argentina AG 4.8% HeldSQM Sociedad Quimica Y Minera de 4.4% HeldTER Teradyne Inc 4.1% HeldVT Vanguard Intl Equity Index F 3.7% Held
APP Applovin Corp 3.5% NewVDC Vanguard World Fd 3.4% Held
VEA Vanguard Tax-managed FDS 3.3% Held
What changed