SELDON CAPITAL LP - Portfolio Stock Holdings

SELDON CAPITAL LP disclosed 85 stock positions in a recent SEC 13F filing. $319,648,808 of stock holdings were filed, with the largest holdings including INTC, CLS, and TLN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $517,751,325 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.