StockDriftsStockDriftsTop 50 Seldon Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 9.88% | 226.1K | $31.6M | +0.00%(+0) | $28.15(+264.17%) | 2026-06-30 | |
| CLS | CELESTICA INC | 8.08% | 70.8K | $25.8M | +0.00%(+0) | $26.90(+1145.54%) | 2026-06-30 | |
| TLN | TALEN ENERGY CORP | 6.71% | 55.8K | $21.4M | +0.00%(+0) | $144.63(+150.81%) | 2026-06-30 | |
| VRSN | VERISIGN INC | 5.73% | 72.8K | $18.3M | new | $250.61(+13.42%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.07% | 43.8K | $16.2M | +0.00%(+0) | $231.75(+65.63%) | 2026-06-30 | |
| LAR | LITHIUM ARGENTINA AG | 4.81% | 1.86M | $15.4M | +0.00%(+0) | $2.98(+129.00%) | 2026-06-30 | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 4.4% | 189.8K | $14.1M | +0.00%(+0) | $39.99(+85.87%) | 2026-06-30 | |
| TER | TERADYNE INC | 4.13% | 27.3K | $13.2M | +0.00%(+0) | $113.78(+268.07%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.71% | 75.5K | $11.9M | +0.00%(+0) | $115.95(+39.93%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 3.54% | 21.9K | $11.3M | new | $443.65(-28.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.40% | +148.21% | — | — | +121.01% |
| Top 20 Holdings Unweighted | +28.01% | +109.78% | — | — | +93.35% |
Seldon Capital LP reports $319.65M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are INTC (9.9%), CLS (8.1%) and TLN (6.7%). The top 20 holdings account for 78.99% of reported assets. Its disclosed equity book has returned +148.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seldon Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1867731). View Seldon Capital LP’s 13F filings on SEC