SELDON CAPITAL LP: 13F holdings
CIK 18677312026Q2
| Positions | 74 |
|---|---|
| Reported value | $319.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INTC INTEL CORP | 226,071 | $31.6m | 9.9% |
| CLS CELESTICA INC | 70,785 | $25.8m | 8.1% |
| TLN TALEN ENERGY CORP | 55,800 | $21.4m | 6.7% |
| VRSN VERISIGN INC | 72,839 | $18.3m | 5.7% |
| VTI VANGUARD INDEX FDS | 43,798 | $16.2m | 5.1% |
| LITHIUM ARGENTINA AG | 1,858,689 | $15.4m | 4.8% |
| SQM SOCIEDAD QUIMICA Y MINERA DE | 189,808 | $14.1m | 4.4% |
| TER TERADYNE INC | 27,300 | $13.2m | 4.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 75,547 | $11.9m | 3.7% |
| APP APPLOVIN CORP | 21,935 | $11.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1867731")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.