Seldon Capital
Seldon Capital reported 74 stocks worth $320M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are INTC (9.9%), CLS (8.1%) and TLN (6.7%). Compared with Q1 2026, the fund opened new positions in VRSN, APP and VECO, added to SFD, U and LXU, trimmed NU, VRT and PAM and sold out of BSY, EQT and CF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  INTC Intel Corp | $31.6M | 9.9% | 226K | No change | 4 of 8 | |
| 2 |  CLS Celestica Inc | $25.8M | 8.1% | 71K | No change | 8 of 8 | |
| 3 |  TLN Talen Energy Corp | $21.4M | 6.7% | 56K | No change | 8 of 8 | |
| 4 |  VRSN Verisign Inc | $18.3M | 5.7% | 73K | New position | 1 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $16.2M | 5.1% | 44K | No change | 8 of 8 | |
| 6 |  LAR Lithium Argentina AG | $15.4M | 4.8% | 1.9M | No change | 4 of 8 | |
| 7 |  SQM Sociedad Quimica Y Minera DE | $14.1M | 4.4% | 190K | No change | 6 of 8 | |
| 8 |  TER Teradyne Inc | $13.2M | 4.1% | 27K | No change | 4 of 8 | |
| 9 |  VT Vanguard Total World | $11.9M | 3.7% | 76K | No change | 8 of 8 | |
| 10 |  APP Applovin Corp | $11.3M | 3.5% | 22K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BSY Bentley Sys Inc | $27.9M | 793K |
 EQT Eqt Corp | $11.2M | 177K |
 CF CF Inds Hldgs Inc | $5.4M | 42K |
 FSLY Fastly Inc | $4.4M | 151K |
 ECH Ishares Inc Msci Chile ETF | $4.4M | 110K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seldon Capital 13F FAQ
What does Seldon Capital own?
Seldon Capital reported 74 stocks worth $320M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are INTC (9.9%), CLS (8.1%) and TLN (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Seldon Capital buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 3 added to, 5 trimmed and 9 sold out. New positions include VRSN, APP and VECO. It sold all of BSY, EQT and CF.
When will Seldon Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Seldon Capital's portfolio worth?
The Q2 2026 filing reports $320M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.