SELDON CAPITAL LP

Position in VECO — Veeco Instruments Inc

CIK 1867731 SAN FRANCISCO, CA

Position in VECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,672,779

New position

Shares Held

101,224

first reported quarter

Ownership

0.166%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

#70

of 326 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SELDON CAPITAL LP holds $22,700,229 across 5 Semiconductor Equipment & Materials names. VECO ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	27,300	$13,208,832
2	VECO	Veeco Instruments Inc This page	101,224	$7,672,779
3	AMAT	Applied Materials Inc /De	1,125	$813,375
4	LRCX	Lam Research Corp	1,540	$667,328
5	KLAC	Kla Corp	1,120	$337,915

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,672,779	101,224	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.