SELDON CAPITAL LP — 13F Holdings & Portfolio
CIK 1867731 · latest 13F-HR filed 2026-05-15
SELDON CAPITAL LP manages $272.0M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BSY (10.24%), CLS (7.33%), TLN (6.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 6, added to 14, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$272.0M
Long-equity book
65
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −6 / ↑14 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SMITHFIELD FOODS INC$5.2M +206.8%
- EQT CORP$4.7M +71.5%
- VERTIV HOLDINGS CO$1.9M +64.9%
- INTEL CORP$1.6M +19.6%
- TERADYNE INC$863.5K +11.9%
Top Trims
- VANGUARD INTL EQUITY INDEX F-$19.6M -65.2%
- ISHARES INC-$9.3M -68.0%
- TALEN ENERGY CORP-$8.7M -32.9%
- VICTORIAS SECRET AND CO-$8.1M -95.9%
- CELESTICA INC-$7.7M -28.0%
New Positions
- BENTLEY SYS INC$27.9M
- HUYA INC$7.5M
- CF INDUSTRIES HOLD$5.4M
- FASTLY INC$4.4M
- LSB INDS INC$2.3M
Exited Positions
- REDDIT INC$4.1M
- ACM RESH INC$394.5K
- INTUIT$250.4K
- BANCO SANTANDER CHILE NEW$247.1K
- UNITEDHEALTH GROUP INC$226.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BENTLEY SYS INC | BSY | 08265T208 | $27.9M | 10.24% | 793,374 | SH |
| 2 | CELESTICA INC | CLS | 15101Q207 | $19.9M | 7.33% | 70,785 | SH |
| 3 | TALEN ENERGY CORP | TLN | 87422Q109 | $17.8M | 6.55% | 55,800 | SH |
| 4 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $15.4M | 5.65% | 189,808 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $14.1M | 5.17% | 43,798 | SH |
| 6 | LITHIUM ARGENTINA AG | LAR | H5012F103 | $12.4M | 4.57% | 1,858,689 | SH |
| 7 | EQT CORP | EQT | 26884L109 | $11.2M | 4.13% | 176,549 | SH |
| 8 | VANGUARD WORLD FD | VDC | 92204A207 | $10.7M | 3.93% | 47,593 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $10.4M | 3.84% | 75,547 | SH |
| 10 | INTEL CORP | INTC | 458140100 | $10.0M | 3.67% | 226,071 | SH |
| 11 | NU HLDGS LTD | NU | G6683N103 | $9.7M | 3.56% | 674,553 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $9.5M | 3.51% | 149,017 | SH |
| 13 | TERADYNE INC | TER | 880770102 | $8.1M | 2.98% | 27,300 | SH |
| 14 | SMITHFIELD FOODS INC | SFD | 832248207 | $7.7M | 2.83% | 274,837 | SH |
| 15 | HUYA INC | HUYA | 44852D108 | $7.5M | 2.76% | 2,277,112 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $5.9M | 2.17% | 23,268 | SH |
| 17 | PAMPA ENERGIA SA | PAM | 697660207 | $5.7M | 2.10% | 64,457 | SH |
| 18 | ISHARES TR | IEFA | 46432F842 | $5.7M | 2.08% | 62,425 | SH |
| 19 | CF INDUSTRIES HOLD | CF | 125269100 | $5.4M | 1.99% | 41,667 | SH |
| 20 | PDD HOLDINGS INC | PDD | 722304102 | $5.2M | 1.90% | 50,559 | SH |
| 21 | VERTIV HOLDINGS CO | VRT | 92537N108 | $4.8M | 1.78% | 19,332 | SH |
| 22 | FASTLY INC | FSLY | 31188V100 | $4.4M | 1.62% | 151,265 | SH |
| 23 | ISHARES INC | ECH | 464286640 | $4.4M | 1.61% | 110,121 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.1M | 1.14% | 17,840 | SH |
| 25 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $3.0M | 1.09% | 56,100 | SH |
| 26 | FIRST CTZNS BANCSHARES INC D | FCNCA | 31946M103 | $2.7M | 0.99% | 1,434 | SH |
| 27 | ISHARES TR | EFV | 464288877 | $2.3M | 0.85% | 31,000 | SH |
| 28 | LSB INDS INC | LXU | 502160104 | $2.3M | 0.84% | 153,318 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $2.2M | 0.82% | 7,720 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 0.70% | 5,126 | SH |
| 31 | ISHARES INC | IEMG | 46434G103 | $1.8M | 0.67% | 26,019 | SH |
| 32 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.6M | 0.58% | 21,582 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.5M | 0.54% | 27,148 | SH |
| 34 | DBX ETF TR | ASHR | 233051879 | $1.4M | 0.53% | 44,106 | SH |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.3M | 0.47% | 3,823 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.41% | 5,320 | SH |
| 37 | UNITY SOFTWARE INC | U | 91332U101 | $1.1M | 0.40% | 48,976 | SH |
| 38 | ISHARES TR | TIP | 464287176 | $939.7K | 0.35% | 8,515 | SH |
| 39 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $798.9K | 0.29% | 8,000 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $790.7K | 0.29% | 1,382 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $594.3K | 0.22% | 1,920 | SH |
| 42 | VISA INC | V | 92826C839 | $452.2K | 0.17% | 1,496 | SH |
| 43 | ISHARES TR | IGM | 464287549 | $448.7K | 0.16% | 3,786 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $418.7K | 0.15% | 1,713 | SH |
| 45 | ISHARES TR | ITOT | 464287150 | $409.6K | 0.15% | 2,876 | SH |
| 46 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $396.5K | 0.15% | 13,221 | SH |
| 47 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $388.8K | 0.14% | 3,993 | SH |
| 48 | APPLIED MATLS INC | AMAT | 038222105 | $384.5K | 0.14% | 1,125 | SH |
| 49 | SPDR SERIES TRUST | CWB | 78464A359 | $372.3K | 0.14% | 4,068 | SH |
| 50 | ELI LILLY & CO | LLY | 532457108 | $371.6K | 0.14% | 404 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $272.0M | 65 | 0002073679-26-000058 |
| 2025-12-31 | 2026-02-17 | $288.8M | 65 | 0001867731-26-000002 |
| 2025-09-30 | 2025-11-14 | $284.5M | 70 | 0001867731-25-000010 |