SELDON CAPITAL LP
13F filer · CIK 1867731 · San Francisco, CA
Summary
SELDON CAPITAL LP reported $319.65M across 74 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are INTC (9.9%), CLS (8.1%), TLN (6.7%). Versus 2026 Q1, leaving options aside, it opened 18 new positions, added to 3, trimmed 5 and sold out of 9.
Reported value$319.65M
Positions74
Report period2026 Q2
FiledAug 14, 2026
New positions18
Added3
Trimmed5
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.9%Value $31.57MPrice $115.93Shares 226KSince Jun 30 -16.97%
Weight 8.1%Value $25.82MPrice $366.47Shares 71KSince Jun 30 +0.46%
Weight 6.7%Value $21.44MPrice $314.84Shares 56KSince Jun 30 -18.07%
Weight 5.7%Value $18.32MPrice $279.84Shares 73KSince Jun 30 +11.24%
Weight 5.1%Value $16.21MPrice $375.26Shares 44KSince Jun 30 +1.41%
Weight 4.8%Value $15.37MPrice $5.49Shares 1.86MSince Jun 30 -33.61%
Weight 4.4%Value $14.05MPrice $66.08Shares 190KSince Jun 30 -10.75%
Weight 4.1%Value $13.21MPrice $403.02Shares 27KSince Jun 30 -16.70%
Weight 3.7%Value $11.86MPrice $158.45Shares 76KSince Jun 30 +0.96%
Weight 3.5%Value $11.30MPrice $305.66Shares 22KSince Jun 30 -40.68%
Weight 3.4%Value $10.73MPrice $221.56Shares 48KSince Jun 30 -1.74%
Weight 3.3%Value $10.62MPrice $71.18Shares 149KSince Jun 30 -0.10%
Weight 2.6%Value $8.22MPrice $19.01Shares 339K +23.31%Since Jun 30 -21.64%
Weight 2.4%Value $7.67MPrice $51.37Shares 101KSince Jun 30 -32.23%
Weight 2.3%Value $7.28MPrice $12.35Shares 545K -19.23%Since Jun 30 -7.56%
Weight 2.1%Value $6.73MPrice $329.40Shares 23KSince Jun 30 +13.84%
Weight 1.9%Value $6.07MPrice $248.34Shares 18K -6.23%Since Jun 30 -25.83%
Weight 1.9%Value $6.03MPrice $97.46Shares 62KSince Jun 30 +0.91%
Weight 1.7%Value $5.33MPrice $39.72Shares 187K +281.00%Since Jun 30 +38.98%
Weight 1.4%Value $4.58MPrice $9.66Shares 424K +176.50%Since Jun 30 -10.64%
Weight 1.4%Value $4.58MPrice $266.02Shares 10KSince Jun 30 -40.19%
Weight 1.4%Value $4.54MPrice $122.63Shares 38KSince Jun 30 +1.65%
Weight 1.4%Value $4.40MPrice $76.84Shares 54K -16.80%Since Jun 30 -6.44%
Weight 1.2%Value $3.80MPrice $2.32Shares 1.65M -27.49%Since Jun 30 +0.87%
Weight 1.2%Value $3.68MPrice $77.50Shares 48K -4.61%Since Jun 30 +1.60%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.9% | $31.57M | -16.97% | — | Hold | |
| 8.1% | $25.82M | +0.46% | — | Hold | |
| 6.7% | $21.44M | -18.07% | — | Hold | |
| 5.7% | $18.32M | +11.24% | — | New | |
| 5.1% | $16.21M | +1.41% | — | Hold | |
| 4.8% | $15.37M | -33.61% | — | Hold | |
| 4.4% | $14.05M | -10.75% | — | Hold | |
| 4.1% | $13.21M | -16.70% | — | Hold | |
| 3.7% | $11.86M | +0.96% | — | Hold | |
| 3.5% | $11.30M | -40.68% | — | New | |
| 3.4% | $10.73M | -1.74% | — | Hold | |
| 3.3% | $10.62M | -0.10% | — | Hold | |
| 2.6% | $8.22M | -21.64% | +23.31% | Add | |
| 2.4% | $7.67M | -32.23% | — | New | |
| 2.3% | $7.28M | -7.56% | -19.23% | Trim | |
| 2.1% | $6.73M | +13.84% | — | Hold | |
| 1.9% | $6.07M | -25.83% | -6.23% | Trim | |
| 1.9% | $6.03M | +0.91% | — | Hold | |
| 1.7% | $5.33M | +38.98% | +281.00% | Add | |
| 1.4% | $4.58M | -10.64% | +176.50% | Add | |
| 1.4% | $4.58M | -40.19% | — | New | |
| 1.4% | $4.54M | +1.65% | — | New | |
| 1.4% | $4.40M | -6.44% | -16.80% | Trim | |
| 1.2% | $3.80M | +0.87% | -27.49% | Trim | |
| 1.2% | $3.68M | +1.60% | -4.61% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.