SELDON CAPITAL LP

SAN FRANCISCO, CA · CIK 1867731 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$517.8m
Staff7 · 5 in investment roles
Main clients (by assets)Private funds 78%, High net worth individuals 22%
Private funds1 (1 hedge) · $401.8m gross assets
Form ADV · 2026-03-27SEC adviser record

Legal entitySELDON CAPITAL LP (US)

Kindhedge funds, futures
Others nearbySan Francisco, CA

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20241
Median salary offered$175,000
Middle half$175,000 – $175,000
Job titles1

Job title	Filings	Median	Range
Investment AnalystSan Francisco, CA	1	$175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Seldon Capital LP.

$319.6m reported value +17.5% vs Q1 2026

74positions

56.0%in top 10

18 new 3 added 5 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTEL CORP COM INTC	INTC	226,071	$31.6m9.88%	9.88%	Unchanged
2	CELESTICA INC COM CLS	CLS	70,785	$25.8m8.08%	8.08%	Unchanged
3	TALEN ENERGY CORP COM TLN	TLN	55,800	$21.4m6.71%	6.71%	Unchanged
4	VERISIGN INC COM VRSN	VRSN	72,839	$18.3m5.73%	5.73%	New
5	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	43,798	$16.2m5.07%	5.07%	Unchanged
6	LITHIUM ARGENTINA AG COM SHS LAR	LAR	1,858,689	$15.4m4.81%	4.81%	Unchanged
7	SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SQM	SQM	189,808	$14.1m4.40%	4.40%	Unchanged
8	TERADYNE INC COM TER	TER	27,300	$13.2m4.13%	4.13%	Unchanged
9	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	75,547	$11.9m3.71%	3.71%	Unchanged
10	APPLOVIN CORP COM CL A APP	APP	21,935	$11.3m3.54%	3.54%	New
11	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	47,593	$10.7m3.36%	3.36%	Unchanged
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	149,017	$10.6m3.32%	3.32%	Unchanged
13	SMITHFIELD FOODS INC COM SFD	SFD	338,889	$8.2m2.57%	2.57%	Added +64.1k	+64,052 23.3%
14	VEECO INSTRS INC DEL COM VECO	VECO	101,224	$7.7m2.40%	2.40%	New
15	NU HLDGS LTD ORD SHS CL A NU	NU	544,860	$7.3m2.28%	2.28%	Reduced -129.7k	-129,693 -19.2%
16	APPLE INC COM AAPL	AAPL	23,268	$6.7m2.11%	2.11%	Unchanged
17	VERTIV HOLDINGS CO COM CL A VRT	VRT	18,128	$6.1m1.90%	1.90%	Reduced -1.2k	-1,204 -6.2%
18	ISHARES TR CORE MSCI EAFE IEFA	IEFA	62,425	$6.0m1.89%	1.89%	Unchanged
19	UNITY SOFTWARE INC COM U	U	186,597	$5.3m1.67%	1.67%	Added +137.6k	+137,621 281.0%
20	LSB INDS INC COM LXU	LXU	423,929	$4.6m1.43%	1.43%	Added +270.6k	+270,611 176.5%
21	MKS INC. COM MKSI	MKSI	10,300	$4.6m1.43%	1.43%	New
22	CROCS INC COM CROX	CROX	37,635	$4.5m1.42%	1.42%	New
23	PAMPA ENERGIA S A SPONS ADR LVL I PAM	PAM	53,631	$4.4m1.38%	1.38%	Reduced -10.8k	-10,826 -16.8%
24	HUYA INC ADS REP SHS A HUYA	HUYA	1,651,233	$3.8m1.19%	1.19%	Reduced -625.9k	-625,879 -27.5%
25	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	48,226	$3.7m1.15%	1.15%	Reduced -2.3k	-2,333 -4.6%
26	NVIDIA CORPORATION COM NVDA	NVDA	17,840	$3.6m1.12%	1.12%	Unchanged
27	STMICROELECTRONICS N V NY REGISTRY STM	STM	44,965	$3.4m1.05%	1.05%	New
28	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	1,434	$3.0m0.93%	0.93%	Unchanged
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,720	$2.8m0.86%	0.86%	Unchanged
30	ISHARES TR EAFE VALUE ETF EFV	EFV	31,000	$2.4m0.74%	0.74%	Unchanged
31	ISHARES INC CORE MSCI EMKT IEMG	IEMG	26,019	$2.2m0.67%	0.67%	Unchanged
32	MICROSOFT CORP COM MSFT	MSFT	5,126	$1.9m0.60%	0.60%	Unchanged
33	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,823	$1.8m0.57%	0.57%	Unchanged
34	GRUPO CIBEST SA SPON ADS CIB	CIB	21,458	$1.7m0.53%	0.53%	New
35	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	27,148	$1.6m0.51%	0.51%	Unchanged
36	DBX ETF TR XTRACK HRVST CSI ASHR	ASHR	44,106	$1.6m0.51%	0.51%	Unchanged
37	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	21,582	$1.6m0.50%	0.50%	Unchanged
38	ECOPETROL S A SPONSORED ADS EC	EC	100,000	$1.4m0.45%	0.45%	New
39	AMAZON COM INC COM AMZN	AMZN	5,320	$1.3m0.40%	0.40%	Unchanged
40	TWILIO INC CL A TWLO	TWLO	5,229	$1.1m0.34%	0.34%	New
41	ISHARES TR TIPS BD ETF TIP	TIP	8,515	$931.8k0.29%	0.29%	Unchanged
42	TARGET CORP COM TGT	TGT	6,666	$870.6k0.27%	0.27%	New
43	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	8,000	$824.4k0.26%	0.26%	Unchanged
44	APPLIED MATLS INC COM AMAT	AMAT	1,125	$813.4k0.25%	0.25%	Unchanged
45	META PLATFORMS INC CL A META	META	1,382	$778.5k0.24%	0.24%	Unchanged
46	BROADCOM INC COM AVGO	AVGO	1,920	$725.3k0.23%	0.23%	Unchanged
47	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,540	$667.3k0.21%	0.21%	Unchanged
48	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	7,510	$626.9k0.20%	0.20%	Unchanged
49	ISHARES TR EXPND TEC SC ETF IGM	IGM	3,786	$619.3k0.19%	0.19%	Unchanged
50	VISA INC COM CL A V	V	1,496	$513.3k0.16%	0.16%	Unchanged
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	841	$488.5k0.15%	0.15%	New
52	ELI LILLY & CO COM LLY	LLY	404	$484.6k0.15%	0.15%	Unchanged
53	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,876	$472.4k0.15%	0.15%	Unchanged
54	AMPHENOL CORP CL A APH	APH	2,668	$470.4k0.15%	0.15%	Unchanged
55	SPDR SER TR BBG CONV SEC ETF CWB	CWB	4,068	$438.6k0.14%	0.14%	Unchanged
56	JOHNSON & JOHNSON COM JNJ	JNJ	1,713	$435.1k0.14%	0.14%	Unchanged
57	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,342	$399.8k0.13%	0.13%	New
58	KLA CORP COM NEW KLAC	KLAC	1,120	$337.9k0.11%	0.11%	New
59	ORACLE CORP COM ORCL	ORCL	2,265	$331.9k0.10%	0.10%	Unchanged
60	FIDELITY MERRIMACK STR TR LOW DURTIN ETF FLDR	FLDR	6,552	$328.3k0.10%	0.10%	Unchanged
61	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	3,993	$323.0k0.10%	0.10%	Unchanged
62	BANK AMERICA CORP COM BAC	BAC	5,502	$313.5k0.10%	0.10%	Unchanged
63	WALMART INC COM WMT	WMT	2,754	$311.9k0.10%	0.10%	Unchanged
64	HOME DEPOT INC COM HD	HD	825	$291.0k0.09%	0.09%	Unchanged
65	UNITEDHEALTH GROUP INC COM UNH	UNH	687	$285.5k0.09%	0.09%	New
66	PROCTER AND GAMBLE CO COM PG	PG	1,828	$268.1k0.08%	0.08%	Unchanged
67	ISHARES TR US TREAS BD ETF GOVT	GOVT	11,600	$264.2k0.08%	0.08%	Unchanged
68	MERCK & CO INC COM MRK	MRK	1,873	$240.7k0.08%	0.08%	Unchanged
69	MASTERCARD INCORPORATED CL A MA	MA	454	$233.2k0.07%	0.07%	Unchanged
70	COSTCO WHSL CORP NEW COM COST	COST	238	$222.6k0.07%	0.07%	Unchanged
71	ISHARES INC MSCI STH KOR ETF EWY	EWY	1,000	$201.9k0.06%	0.06%	New
72	TEXAS INSTRS INC COM TXN	TXN	672	$200.3k0.06%	0.06%	New
73	SILVACO GROUP INC COM SVCO	SVCO	13,389	$184.6k0.06%	0.06%	New
74	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS	SBS	14,010	$81.0k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BENTLEY SYS INC BSY	BSY	793,374	$27.9m793.4k shares
EQT CORP EQT	EQT	176,549	$11.2m176.5k shares
CF INDS HLDGS INC CF	CF	41,667	$5.4m41.7k shares
FASTLY INC FSLY	FSLY	151,265	$4.4m151.3k shares
ISHARES INC ECH	ECH	110,121	$4.4m110.1k shares
GRAYSCALE BITCOIN TRUST ETF GBTC	GBTC	56,100	$3.0m56.1k shares
GRAYSCALE BITCOIN MINI TR ET BTC	BTC	13,221	$396.5k13.2k shares
INTUITIVE SURGICAL INC ISRG	ISRG	462	$213.0k462 shares
MITSUBISHI UFJ FINL GROUP IN MUFG	MUFG	11,273	$191.3k11.3k shares