Stock Taper 
SELDON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lithium Argentina AG | LAR | 1.86M | $15.37M |
 Nu Holdings Ltd. | NU | 544.86K | $7.28M |
 LSB Industries, Inc. | LXU | 423.93K | $4.58M |
 Smithfield Foods, Inc. | SFD | 338.89K | $8.22M |
 Intel Corp. | INTC | 226.07K | $31.57M |
 Sociedad Química y Minera de Chile S.A. | SQM | 189.81K | $14.05M |
 Unity Software Inc. | U | 186.6K | $5.33M |
 Veeco Instruments Inc. | VECO | 101.22K | $7.67M |
 Ecopetrol S.A. | EC | 100K | $1.42M |
 VeriSign, Inc. | VRSN | 72.84K | $18.32M |
 Celestica Inc. | CLS | 70.78K | $25.82M |
 Talen Energy Corporation | TLN | 55.8K | $21.44M |
 PDD Holdings Inc. | PDD | 48.23K | $3.68M |
 STMicroelectronics N.V. | STM | 44.97K | $3.37M |
 Crocs, Inc. | CROX | 37.63K | $4.54M |
 Teradyne, Inc. | TER | 27.3K | $13.21M |
 Apple Inc. | AAPL | 23.27K | $6.73M |
 AppLovin Corporation | APP | 21.93K | $11.3M |
 Grupo Cibest S.A. | CIB | 21.46K | $1.7M |
 Vertiv Holdings Co | VRT | 18.13K | $6.07M |