Stock Taper 
SELDON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 17.84K | $3.57M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 14.01K | $80.98K |
 MKS Inc. | MKSI | 10.3K | $4.58M |
 Alphabet Inc. | GOOGL | 7.72K | $2.76M |
 Target Corporation | TGT | 6.67K | $870.65K |
 Bank of America Corporation | BAC | 5.5K | $313.5K |
 Amazon.com, Inc. | AMZN | 5.32K | $1.27M |
 Twilio Inc. | TWLO | 5.23K | $1.08M |
 Microsoft Corporation | MSFT | 5.13K | $1.91M |
 AngloGold Ashanti plc | AU | 3.99K | $322.99K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.82K | $1.83M |
 Walmart Inc. | WMT | 2.75K | $311.92K |
 Amphenol Corporation | APH | 2.67K | $470.42K |
 Oracle Corporation | ORCL | 2.27K | $331.94K |
 Broadcom Inc. | AVGO | 1.92K | $725.28K |
 Merck & Co., Inc. | MRK | 1.87K | $240.68K |
 The Procter & Gamble Company | PG | 1.83K | $268.06K |
 Johnson & Johnson | JNJ | 1.71K | $435.05K |
 Lam Research Corporation | LRCX | 1.54K | $667.33K |
 Visa Inc. | V | 1.5K | $513.26K |