SELDON CAPITAL LP
74 holdingsFiling period: 2026-06-30Current AUM: $289.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | 226.1K | $31.6M | $22.0M | 7.58% | -- | 2026-06-30 |
| 2 | CLS | CELESTICA INC | 70.8K | $25.8M | $22.4M | 7.74% | -- | 2026-06-30 |
| 3 | TLN | TALEN ENERGY CORP | 55.8K | $21.4M | $15.7M | 5.44% | -- | 2026-06-30 |
| 4 | VRSN | VERISIGN INC | 72.8K | $18.3M | $21.7M | 7.48% | -- | 2026-06-30 |
| 5 | VTI | VANGUARD INDEX FDS | 43.8K | $16.2M | $16.3M | 5.64% | -- | 2026-06-30 |
| 6 | — | LITHIUM ARGENTINA AG | 1.86M | $15.4M | $15.4M | 5.31% | -- | 2026-06-30 |
| 7 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 189.8K | $14.1M | $13.2M | 4.54% | -- | 2026-06-30 |
| 8 | TER | TERADYNE INC | 27.3K | $13.2M | $9.1M | 3.14% | -- | 2026-06-30 |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 75.5K | $11.9M | $11.9M | 4.12% | -- | 2026-06-30 |
| 10 | APP | APPLOVIN CORP | 21.9K | $11.3M | $7.3M | 2.51% | -- | 2026-06-30 |
| 11 | VDC | VANGUARD WORLD FD | 47.6K | $10.7M | $10.8M | 3.71% | -- | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 149.0K | $10.6M | $10.7M | 3.68% | -- | 2026-06-30 |
| 13 | SFD | SMITHFIELD FOODS INC | 338.9K | $8.2M | $6.8M | 2.35% | +64.1K | 2026-06-30 |
| 14 | VECO | VEECO INSTRS INC DEL | 101.2K | $7.7M | $4.1M | 1.43% | -- | 2026-06-30 |
| 15 | — | NU HLDGS LTD | 544.9K | $7.3M | $7.3M | 2.51% | -129,693 | 2026-06-30 |
| 16 | AAPL | APPLE INC | 23.3K | $6.7M | $7.7M | 2.66% | -- | 2026-06-30 |
| 17 | VRT | VERTIV HOLDINGS CO | 18.1K | $6.1M | $4.3M | 1.47% | -1,204 | 2026-06-30 |
| 18 | IEFA | ISHARES TR | 62.4K | $6.0M | $6.1M | 2.12% | -- | 2026-06-30 |
| 19 | U | UNITY SOFTWARE INC | 186.6K | $5.3M | $8.0M | 2.77% | +137.6K | 2026-06-30 |
| 20 | LXU | LSB INDS INC | 423.9K | $4.6M | $4.8M | 1.67% | +270.6K | 2026-06-30 |
| 21 | MKSI | MKS INC. | 10.3K | $4.6M | $2.4M | 0.82% | -- | 2026-06-30 |
| 22 | CROX | CROCS INC | 37.6K | $4.5M | $4.2M | 1.45% | -- | 2026-06-30 |
| 23 | PAM | PAMPA ENERGIA SA | 53.6K | $4.4M | $4.7M | 1.61% | -10,826 | 2026-06-30 |
| 24 | HUYA | HUYA INC | 1.65M | $3.8M | $3.4M | 1.18% | -625,879 | 2026-06-30 |
| 25 | PDD | PDD HOLDINGS INC | 48.2K | $3.7M | $3.8M | 1.30% | -2,333 | 2026-06-30 |
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