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SELDON CAPITAL LP
SELDON CAPITAL LP
Latest filing: 2026-06-30
SELDON CAPITAL LP runs SELDON CAPITAL LP and currently holds 74 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $319.65M. Their top holdings are INTC, CLS, TLN, VRSN, VTI. The top five represent 35.5% of reported portfolio weight. SELDON CAPITAL LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SELDON CAPITAL LP initiated 16 new positions. They added to 4 existing positions. They trimmed 3 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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74 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 INTC INTEL CORP | 9.88% | $33.63 | $90.07 | +167.83% | Held |
 CLS CELESTICA INC | 8.08% | $57.79 | $296.52 | +413.10% | Held |
 TLN TALEN ENERGY CORP | 6.71% | $178.24 | $314.46 | +76.43% | Held |
 VRSN VERISIGN INC | 5.73% | $251.56 | $281.80 | +12.02% | New Buy |
 VTI VANGUARD INDEX FDS | 5.07% | $241.44 | $378.25 | +56.66% | Held |
 LAR LITHIUM ARGENTINA AG | 4.81% | $3.68 | $6.84 | +85.73% | Held |
 SQM SOCIEDAD QUIMICA Y MINERA DE | 4.40% | $43.46 | $81.94 | +88.54% | Held |
 TER TERADYNE INC | 4.13% | $137.64 | $375.74 | +172.99% | Held |
 VT VANGUARD INTL EQUITY INDEX F | 3.71% | $115.99 | $160.80 | +38.63% | Held |
 APP APPLOVIN CORP | 3.54% | $515.23 | $305.77 | -40.65% | New Buy |
Showing 1-10 of 74