Seldon Capital LP holds a focused book of 74 stocks worth $319.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Verisign Inc and trimmed Nu Holdings Ltd/cayman Isl-A. Their largest long position is Intel Corp at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seldon Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 21 / 74 | $2.4B |
| Ketron Financial | 19 / 74 | $279.3M |
| Howard Hughes Medical Institute | 15 / 74 | $366.3M |
| Emerald Advisors, LLC | 28 / 74 | $646.2M |
| Ninety One SA (PTY) Ltd | 18 / 74 | $1.8B |
| MFF Capital Investments Ltd | 9 / 74 | $1.3B |
| Integrated Financial Solutions, Inc. | 12 / 74 | $143.4M |
| Hoey Investments, Inc | 33 / 74 | $588.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Seldon Capital LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Intel Corp COM | $31.6M | 226.1K | 9.9% | —Held | |
| 2 | Celestica Inc COM | $25.8M | 70.8K | 8.1% | —Held | |
| 3 | Talen Energy Corp COM | $21.4M | 55.8K | 6.7% | —Held | |
| 4 | Verisign Inc COM | $18.3M | 72.8K | 5.7% | ▲New New position | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $16.2M | 43.8K | 5.1% | —Held | |
| 6 | Lithium Argentina AG COM SHS | $15.4M | 1.86M | 4.8% | —Held | |
| 7 | Sociedad Quimica Y Minera De SPON ADR SER B | $14.1M | 189.8K | 4.4% | —Held | |
| 8 | Teradyne Inc COM | $13.2M | 27.3K | 4.1% | —Held | |
| 9 | Vanguard Intl Equity Index F TT WRLD ST ETF | $11.9M | 75.5K | 3.7% | —Held | |
| 10 | Applovin Corp COM CL A | $11.3M | 21.9K | 3.5% | ▲New New position | |
| 11 | Vanguard World FD CONSUM STP ETF | $10.7M | 47.6K | 3.4% | —Held | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.6M | 149.0K | 3.3% | —Held | |
| 13 | Smithfield Foods Inc COM | $8.2M | 338.9K | 2.6% | ▲+23% Added · +64K sh | |
| 14 | Veeco Instrs Inc Del COM | $7.7M | 101.2K | 2.4% | ▲New New position | |
| 15 | Nu Hldgs Ltd ORD SHS CL A | $7.3M | 544.9K | 2.3% | ▼−19% Reduced · −130K sh | |
| 16 | Apple Inc COM | $6.7M | 23.3K | 2.1% | —Held | |
| 17 | Vertiv Holdings Co COM CL A | $6.1M | 18.1K | 1.9% | ▼−6.2% Reduced · −1K sh | |
| 18 | Ishares TR CORE MSCI EAFE | $6.0M | 62.4K | 1.9% | —Held | |
| 19 | Unity Software Inc COM | $5.3M | 186.6K | 1.7% | ▲+281% Added · +138K sh | |
| 20 | LSB Inds Inc COM | $4.6M | 423.9K | 1.4% | ▲+177% Added · +271K sh | |
| 21 | MKS Inc. COM | $4.6M | 10.3K | 1.4% | ▲New New position | |
| 22 | Crocs Inc COM | $4.5M | 37.6K | 1.4% | ▲New New position | |
| 23 | Pampa Energia Sa SPONS ADR LVL I | $4.4M | 53.6K | 1.4% | ▼−17% Reduced · −11K sh | |
| 24 | Huya Inc ADS REP SHS A | $3.8M | 1.65M | 1.2% | ▼−27% Reduced · −626K sh | |
| 25 | PDD Holdings Inc SPONSORED ADS | $3.7M | 48.2K | 1.2% | ▼−4.6% Reduced · −2K sh | |
| 26 | Nvidia Corporation COM | $3.6M | 17.8K | 1.1% | —Held | |
| 27 | Stmicroelectronics N V NY REGISTRY | $3.4M | 45.0K | 1.1% | ▲New New position | |
| 28 | First CTZNS Bancshares Inc D CL A | $3.0M | 1.4K | 0.9% | —Held | |
| 29 | Alphabet Inc CAP STK CL A | $2.8M | 7.7K | 0.9% | —Held | |
| 30 | Ishares TR EAFE VALUE ETF | $2.4M | 31.0K | 0.7% | —Held | |
| 31 | Ishares Inc CORE MSCI EMKT | $2.2M | 26.0K | 0.7% | —Held | |
| 32 | Microsoft Corp COM | $1.9M | 5.1K | 0.6% | —Held | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.8M | 3.8K | 0.6% | —Held | |
| 34 | Grupo Cibest Sa SPON ADS | $1.7M | 21.5K | 0.5% | ▲New New position | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.6M | 27.1K | 0.5% | —Held | |
| 36 | DBX ETF TR XTRACK HRVST CSI | $1.6M | 44.1K | 0.5% | —Held | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $1.6M | 21.6K | 0.5% | —Held | |
| 38 | Ecopetrol S A SPONSORED ADS | $1.4M | 100.0K | 0.4% | ▲New New position | |
| 39 | Amazon Com Inc COM | $1.3M | 5.3K | 0.4% | —Held | |
| 40 | Twilio Inc CL A | $1.1M | 5.2K | 0.3% | ▲New New position | |
| 41 | Ishares TR TIPS BD ETF | $932K | 8.5K | 0.3% | —Held | |
| 42 | Target Corp COM | $871K | 6.7K | 0.3% | ▲New New position | |
| 43 | American Centy ETF TR INTL SMCP VLU | $824K | 8.0K | 0.3% | —Held | |
| 44 | Applied Matls Inc COM | $813K | 1.1K | 0.3% | —Held | |
| 45 | Meta Platforms Inc CL A | $778K | 1.4K | 0.2% | —Held | |
| 46 | Broadcom Inc COM | $725K | 1.9K | 0.2% | —Held | |
| 47 | Lam Research Corp COM NEW | $667K | 1.5K | 0.2% | —Held | |
| 48 | Victorias Secret And Co COMMON STOCK | $627K | 7.5K | 0.2% | —Held | |
| 49 | Ishares TR EXPND TEC SC ETF | $619K | 3.8K | 0.2% | —Held | |
| 50 | Visa Inc COM CL A | $513K | 1.5K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1867731/holdings"
Use Arkolith to show SELDON CAPITAL LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.