Stock Taper

SELDON CAPITAL LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
First Citizens BancShares, Inc.FCNCA1.43K$2.98M
Meta Platforms, Inc.META1.38K$778.47K
Marvell Technology, Inc.MRVL1.34K$399.77K
Applied Materials, Inc.AMAT1.13K$813.38K
KLA CorporationKLAC1.12K$337.92K
Advanced Micro Devices, Inc.AMD841$488.55K
The Home Depot, Inc.HD825$290.96K
UnitedHealth Group IncorporatedUNH687$285.54K
Texas Instruments IncorporatedTXN672$200.3K
Mastercard IncorporatedMA454$233.17K
Eli Lilly and CompanyLLY404$484.57K
Costco Wholesale CorporationCOST238$222.64K