Stock Taper 
SELDON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 2.75K | $311.92K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.82K | $1.83M |
 AngloGold Ashanti plc | AU | 3.99K | $322.99K |
 Microsoft Corporation | MSFT | 5.13K | $1.91M |
 Twilio Inc. | TWLO | 5.23K | $1.08M |
 Amazon.com, Inc. | AMZN | 5.32K | $1.27M |
 Bank of America Corporation | BAC | 5.5K | $313.5K |
 Target Corporation | TGT | 6.67K | $870.65K |
 Alphabet Inc. | GOOGL | 7.72K | $2.76M |
 MKS Inc. | MKSI | 10.3K | $4.58M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 14.01K | $80.98K |
 NVIDIA Corporation | NVDA | 17.84K | $3.57M |
 Vertiv Holdings Co | VRT | 18.13K | $6.07M |
 Grupo Cibest S.A. | CIB | 21.46K | $1.7M |
 AppLovin Corporation | APP | 21.93K | $11.3M |
 Apple Inc. | AAPL | 23.27K | $6.73M |
 Teradyne, Inc. | TER | 27.3K | $13.21M |
 Crocs, Inc. | CROX | 37.63K | $4.54M |
 STMicroelectronics N.V. | STM | 44.97K | $3.37M |
 PDD Holdings Inc. | PDD | 48.23K | $3.68M |