SELDON CAPITAL LP

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$319,646
Net value change ($000)
+47,643 (17.5%)
New positions
18
Sold out positions
9
Turnover %
35.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTC 21,589 216.4%
VRSN 18,323 NEW
APP 11,302 NEW
VECO 7,673 NEW
CLS 5,883 29.5%
TER 5,116 63.2%
MKSI 4,581 NEW
CROX 4,540 NEW
U 4,258 396.1%
TLN 3,629 20.4%
Top Reduces (Value $000, Stocks/ETFs)
BSY -27,863 -100.0%
EQT -11,236 -100.0%
CF -5,410 -100.0%
FSLY -4,396 -100.0%
ECH -4,378 -100.0%
HUYA -3,716 -49.5%
GBTC -2,960 -100.0%
NU -2,414 -24.9%
PDD -1,487 -28.8%
SQM -1,310 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type