DOSSIER · 13F-HR · Q2 2026
SELDON CAPITAL LP
$320M in tracked AUM across 74 positions as of Q2 2026.
SC
CIK 0001867731 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Seldon Capital LP
1. Portfolio Overview
Seldon Capital LP manages a concentrated portfolio valued at approximately $150.36 million as of September 30, 2025. This represents a significant growth of 23.8% from the previous quarter's value of $121.47 million. The portfolio demonstrates a high-conviction strategy characterized by low asset count (32 holdings) and significant concentration in top-tier names.
The portfolio is heavily skewed, with the top...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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