SELDON CAPITAL LP
SAN FRANCISCO CA · SEC CIK 0001867731
$3.20亿2026Q2 申报市值
74持仓数
56.0%前十大占比 · 第一大 9.9%
17 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRSN 新建仓+$1,832.34万
APP 新建仓+$1,130.16万
VECO 新建仓+$767.28万
MKSI 新建仓+$458.14万
CROX 新建仓+$454.03万
2026Q2 卖出最多 按季末市值估算
BSY 清仓-$2,786.33万
EQT 清仓-$1,123.56万
CF 清仓-$541.00万
FSLY 清仓-$439.58万
ECH 清仓-$437.84万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $3,156.63万 | 9.88% | 226,071 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $2,582.24万 | 8.08% | 70,785 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $2,144.17万 | 6.71% | 55,800 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,832.34万 | 5.73% | 72,839 | 72,839 | — | $1,832.34万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1,620.70万 | 5.07% | 43,798 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $1,536.90万 | 4.81% | 1,858,689 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,405.34万 | 4.40% | 189,808 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1,320.88万 | 4.13% | 27,300 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,185.71万 | 3.71% | 75,547 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,130.16万 | 3.54% | 21,935 | 21,935 | — | $1,130.16万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $1,073.17万 | 3.36% | 47,593 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,061.75万 | 3.32% | 149,017 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $822.14万 | 2.57% | 338,889 | 64,052 | 23.3% | $155.39万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $767.28万 | 2.40% | 101,224 | 101,224 | — | $767.28万 | 新建仓 |
| NU | NU HLDGS LTD | $727.93万 | 2.28% | 544,860 | -129,693 | -19.2% | -$173.27万 | 减仓 |
| AAPL | APPLE INC | $673.28万 | 2.11% | 23,268 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $606.96万 | 1.90% | 18,128 | -1,204 | -6.2% | -$40.31万 | 减仓 |
| IEFA | ISHARES TR | $602.90万 | 1.89% | 62,425 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $533.29万 | 1.67% | 186,597 | 137,621 | 281.0% | $393.32万 | 加仓 |
| LXU | LSB INDS INC | $458.27万 | 1.43% | 423,929 | 270,611 | 176.5% | $292.53万 | 加仓 |
| MKSI | MKS INC. | $458.14万 | 1.43% | 10,300 | 10,300 | — | $458.14万 | 新建仓 |
| CROX | CROCS INC | $454.03万 | 1.42% | 37,635 | 37,635 | — | $454.03万 | 新建仓 |
| PAM | PAMPA ENERGIA SA | $440.47万 | 1.38% | 53,631 | -10,826 | -16.8% | -$88.91万 | 减仓 |
| — | HUYA INC | $379.78万 | 1.19% | 1,651,233 | -625,879 | -27.5% | -$143.95万 | 减仓 |
| PDD | PDD HOLDINGS INC | $367.87万 | 1.15% | 48,226 | -2,333 | -4.6% | -$17.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $356.96万 | 1.12% | 17,840 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $336.74万 | 1.05% | 44,965 | 44,965 | — | $336.74万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $298.39万 | 0.93% | 1,434 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $275.89万 | 0.86% | 7,720 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $237.31万 | 0.74% | 31,000 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $215.54万 | 0.67% | 26,019 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $191.21万 | 0.60% | 5,126 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $182.57万 | 0.57% | 3,823 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $170.44万 | 0.53% | 21,458 | 21,458 | — | $170.44万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $162.05万 | 0.51% | 27,148 | 0 | 0.0% | — | 不变 |
| ASHR | DBX ETF TR | $161.69万 | 0.51% | 44,106 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $158.43万 | 0.50% | 21,582 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A | $142.40万 | 0.45% | 100,000 | 100,000 | — | $142.40万 | 新建仓 |
| AMZN | AMAZON COM INC | $126.80万 | 0.40% | 5,320 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $107.89万 | 0.34% | 5,229 | 5,229 | — | $107.89万 | 新建仓 |
| TIP | ISHARES TR | $93.18万 | 0.29% | 8,515 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $87.06万 | 0.27% | 6,666 | 6,666 | — | $87.06万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $82.44万 | 0.26% | 8,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $81.34万 | 0.25% | 1,125 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $77.85万 | 0.24% | 1,382 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $72.53万 | 0.23% | 1,920 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $66.73万 | 0.21% | 1,540 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $62.69万 | 0.20% | 7,510 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $61.93万 | 0.19% | 3,786 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $51.33万 | 0.16% | 1,496 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $48.85万 | 0.15% | 841 | 841 | — | $48.85万 | 新建仓 |
| LLY | ELI LILLY & CO | $48.46万 | 0.15% | 404 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $47.24万 | 0.15% | 2,876 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $47.04万 | 0.15% | 2,668 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $43.86万 | 0.14% | 4,068 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $43.51万 | 0.14% | 1,713 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $39.98万 | 0.13% | 1,342 | 1,342 | — | $39.98万 | 新建仓 |
| KLAC | KLA CORP | $33.79万 | 0.11% | 1,120 | 1,120 | — | $33.79万 | 新建仓 |
| ORCL | ORACLE CORP | $33.19万 | 0.10% | 2,265 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.83万 | 0.10% | 6,552 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $32.30万 | 0.10% | 3,993 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.35万 | 0.10% | 5,502 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.19万 | 0.10% | 2,754 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.10万 | 0.09% | 825 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $28.55万 | 0.09% | 687 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO | $26.81万 | 0.08% | 1,828 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $26.42万 | 0.08% | 11,600 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.07万 | 0.08% | 1,873 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.32万 | 0.07% | 454 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.26万 | 0.07% | 238 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $20.19万 | 0.06% | 1,000 | 1,000 | — | $20.19万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.03万 | 0.06% | 672 | 672 | — | $20.03万 | 新建仓 |
| SVCO | SILVACO GROUP INC | $18.46万 | 0.06% | 13,389 | 13,389 | — | $18.46万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.10万 | 0.03% | 14,010 | 14,010 | — | $8.10万 | 新建仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -793,374 | -100.0% | -$2,786.33万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -176,549 | -100.0% | -$1,123.56万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -41,667 | -100.0% | -$541.00万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -151,265 | -100.0% | -$439.58万 | 清仓 |
| ECH | ISHARES INC | $0 | 0.00% | 0 | -110,121 | -100.0% | -$437.84万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -56,100 | -100.0% | -$295.98万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -13,221 | -100.0% | -$39.65万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -462 | -100.0% | -$21.30万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -11,273 | -100.0% | -$19.13万 | 清仓 |