Seldon Capital LP
74 holdingsFiling period: 2026-06-30Current AUM: $280.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corp | 226.1K | $31.6M | $20.5M | 7.30% | -- | 2026-06-30 |
| 2 | CLS | Celestica Inc | 70.8K | $25.8M | $17.5M | 6.23% | -- | 2026-06-30 |
| 3 | TLN | Talen Energy Corp | 55.8K | $21.4M | $18.8M | 6.73% | -- | 2026-06-30 |
| 4 | VRSN | Verisign Inc | 72.8K | $18.3M | $22.5M | 8.02% | -- | 2026-06-30 |
| 5 | VTI | Vanguard Index Fds | 43.8K | $16.2M | $16.5M | 5.87% | -- | 2026-06-30 |
| 6 | — | Lithium Argentina AG | 1.86M | $15.4M | $15.4M | 5.48% | -- | 2026-06-30 |
| 7 | SQM | Sociedad Quimica Y Minera de | 189.8K | $14.1M | $10.8M | 3.86% | -- | 2026-06-30 |
| 8 | TER | Teradyne Inc | 27.3K | $13.2M | $8.4M | 3.01% | -- | 2026-06-30 |
| 9 | VT | Vanguard Intl Equity Index F | 75.5K | $11.9M | $11.8M | 4.22% | -- | 2026-06-30 |
| 10 | APP | Applovin Corp | 21.9K | $11.3M | $5.7M | 2.04% | -- | 2026-06-30 |
| 11 | VDC | Vanguard World FD | 47.6K | $10.7M | $11.4M | 4.06% | -- | 2026-06-30 |
| 12 | VEA | Vanguard Tax-Managed Fds | 149.0K | $10.6M | $10.3M | 3.69% | -- | 2026-06-30 |
| 13 | SFD | Smithfield Foods Inc | 338.9K | $8.2M | $6.2M | 2.21% | +64.1K | 2026-06-30 |
| 14 | VECO | Veeco Instrs Inc Del | 101.2K | $7.7M | $4.3M | 1.54% | -- | 2026-06-30 |
| 15 | — | NU Hldgs Ltd | 544.9K | $7.3M | $7.3M | 2.60% | -129,693 | 2026-06-30 |
| 16 | AAPL | Apple Inc | 23.3K | $6.7M | $8.0M | 2.86% | -- | 2026-06-30 |
| 17 | VRT | Vertiv Holdings Co | 18.1K | $6.1M | $3.6M | 1.29% | -1,204 | 2026-06-30 |
| 18 | IEFA | iShares TR | 62.4K | $6.0M | $6.0M | 2.14% | -- | 2026-06-30 |
| 19 | U | Unity Software Inc | 186.6K | $5.3M | $7.5M | 2.68% | +137.6K | 2026-06-30 |
| 20 | LXU | Lsb Inds Inc | 423.9K | $4.6M | $4.3M | 1.54% | +270.6K | 2026-06-30 |
| 21 | MKSI | Mks Inc. | 10.3K | $4.6M | $2.1M | 0.74% | -- | 2026-06-30 |
| 22 | CROX | Crocs Inc | 37.6K | $4.5M | $4.5M | 1.60% | -- | 2026-06-30 |
| 23 | PAM | Pampa Energia SA | 53.6K | $4.4M | $4.1M | 1.47% | -10,826 | 2026-06-30 |
| 24 | HUYA | Huya Inc | 1.65M | $3.8M | $3.7M | 1.31% | -625,879 | 2026-06-30 |
| 25 | PDD | Pdd Holdings Inc | 48.2K | $3.7M | $3.8M | 1.34% | -2,333 | 2026-06-30 |
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