Investor
SELDON CAPITAL LP
CIK 0001867731 · filed 2026-05-15 · SEC filing
13F book
$272M
Positions
65
6 new · 6 sold
Largest name
10.2%
Bentley Sys Inc
Est. mark
$2.08M
Price effect on 59 names still held. Flow −$18.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bentley Sys Inc | — | 793.4K | $27.9M | 10.2% | — | New |
| Celestica Inc | CLS | 70.8K | $19.9M | 7.3% | −$986K | Cut−$7.74M |
| Talen Energy Corp | TLN | 55.8K | $17.8M | 6.5% | −$3.1M | Cut−$8.75M |
| Sociedad Quimica Y Minera De | — | 189.8K | $15.4M | 5.6% | $2.3M | Cut$181.9K |
| Vanguard Index Fds | — | 43.8K | $14.1M | 5.2% | −$633.3K | Held |
| Lithium Argentina Ag | LAR | 1.86M | $12.4M | 4.6% | $2.05M | Cut$425.5K |
| Eqt Corp | EQT | 176.5K | $11.2M | 4.1% | $1.23M | Added$4.69M |
| Vanguard World Fd | — | 47.6K | $10.7M | 3.9% | $635.4K | Held |
| Vanguard Intl Equity Index F | — | 75.5K | $10.4M | 3.8% | −$207K | Cut−$19.6M |
| Intel Corp | INTC | 226.1K | $9.98M | 3.7% | $1.63M | Held |
| Nu Hldgs Ltd | — | 674.6K | $9.69M | 3.6% | −$1.58M | Added−$1.47M |
| Vanguard Tax-Managed Fds | — | 149K | $9.55M | 3.5% | $239.9K | Held |
| Teradyne, Inc | TER | 27.3K | $8.09M | 3.0% | $2.81M | Cut$863.5K |
| Smithfield Foods Inc | SFD | 274.8K | $7.69M | 2.8% | $632.8K | Added$5.18M |
| HUYA Inc. | HUYA | 2.28M | $7.51M | 2.8% | — | New |
| Apple Inc. | AAPL | 23.3K | $5.91M | 2.2% | −$420.5K | Held |
| Pampa Energia S A | — | 64.5K | $5.7M | 2.1% | −$644 | Cut−$6.88M |
| Ishares Tr | — | 62.4K | $5.65M | 2.1% | $66.8K | Held |
| Cf Inds Hldgs Inc | — | 41.7K | $5.41M | 2.0% | — | New |
| PDD Holdings Inc. | PDD | 50.6K | $5.17M | 1.9% | −$540.6K | Added−$302.2K |
| Vertiv Holdings Co | VRT | 19.3K | $4.84M | 1.8% | $1.61M | Added$1.91M |
| Fastly, Inc. | FSLY | 151.3K | $4.4M | 1.6% | — | New |
| Ishares Inc | — | 110.1K | $4.38M | 1.6% | −$70.5K | Cut−$9.28M |
| Nvidia Corp | NVDA | 17.8K | $3.11M | 1.1% | −$215.9K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 56.1K | $2.96M | 1.1% | −$875.2K | Cut−$1.43M |
| First Ctzns Bancshares Inc D | — | 1.43K | $2.7M | 1.0% | −$375K | Cut−$3.09M |
| Ishares Tr | — | 31K | $2.3M | 0.8% | $91.1K | Held |
| Lsb Inds Inc | — | 153.3K | $2.28M | 0.8% | — | New |
| Alphabet Inc | — | 7.72K | $2.22M | 0.8% | −$196.4K | Held |
| Microsoft Corp | MSFT | 5.13K | $1.9M | 0.7% | −$581.5K | Held |
| Ishares Inc | — | 26K | $1.81M | 0.7% | $65.8K | Held |
| Vanguard Bd Index Fds | — | 21.6K | $1.59M | 0.6% | −$9.28K | Held |
| Vanguard Intl Equity Index F | — | 27.1K | $1.47M | 0.5% | $7.87K | Held |
| Dbx Etf Tr | — | 44.1K | $1.44M | 0.5% | −$9.26K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3.82K | $1.29M | 0.5% | $130.2K | Held |
| Amazon Com Inc | AMZN | 5.32K | $1.11M | 0.4% | −$120K | Held |
| Unity Software Inc. | U | 49K | $1.07M | 0.4% | −$1.09M | Cut−$2.49M |
| Ishares Tr | — | 8.52K | $939.7K | 0.3% | $3.83K | Held |
| American Centy Etf Tr | — | 8K | $798.9K | 0.3% | $47.1K | Held |
| Meta Platforms, Inc. | META | 1.38K | $790.7K | 0.3% | −$121.6K | Held |
| Broadcom Inc. | AVGO | 1.92K | $594.3K | 0.2% | −$70.3K | Held |
| Visa Inc. | V | 1.5K | $452.2K | 0.2% | −$72.5K | Held |
| Ishares Tr | — | 3.79K | $448.7K | 0.2% | −$40.3K | Held |
| Johnson & Johnson | JNJ | 1.71K | $418.7K | 0.2% | $64.2K | Held |
| Ishares Tr | — | 2.88K | $409.6K | 0.2% | −$18K | Held |
| Grayscale Bitcoin Mini Tr Et | — | 13.2K | $396.5K | 0.1% | −$115.6K | Held |
| Anglogold Ashanti Plc | AU | 3.99K | $388.8K | 0.1% | $48.2K | Held |
| Applied Matls Inc | — | 1.13K | $384.5K | 0.1% | $95.4K | Held |
| Spdr Series Trust | — | 4.07K | $372.3K | 0.1% | $9.44K | Held |
| Eli Lilly & Co | LLY | 404 | $371.6K | 0.1% | −$62.6K | Held |
| Victorias Secret And Co | — | 7.51K | $348.2K | 0.1% | −$58.7K | Cut−$8.1M |
| Walmart Inc. | WMT | 2.75K | $342.3K | 0.1% | $35.4K | Held |
| Amphenol Corp New | — | 2.67K | $337.1K | 0.1% | −$23.5K | Held |
| Oracle Corp | — | 2.27K | $333.2K | 0.1% | −$108.3K | Held |
| Lam Research Corp | LRCX | 1.54K | $329K | 0.1% | $65.4K | Held |
| Fidelity Merrimack Str Tr | — | 6.55K | $327.9K | 0.1% | −$1.18K | Held |
| Home Depot, Inc. | HD | 825 | $271.3K | 0.1% | −$12.5K | Held |
| Bank America Corp | — | 5.5K | $268.2K | 0.1% | −$34.4K | Held |
| Ishares Tr | — | 11.6K | $265.8K | 0.1% | −$1.33K | Held |
| Procter And Gamble Co | PG | 1.83K | $264K | 0.1% | $2.07K | Held |
| Costco Whsl Corp New | — | 238 | $237.2K | 0.1% | $31.9K | Held |
| Mastercard Inc | MA | 454 | $226.8K | 0.1% | −$32.3K | Held |
| Merck & Co., Inc. | MRK | 1.87K | $225.3K | 0.1% | — | New |
| Intuitive Surgical Inc | ISRG | 462 | $213K | 0.1% | −$48.7K | Held |
| Mitsubishi Ufj Finl Group In | — | 11.3K | $191.3K | 0.1% | $12.5K | Cut−$3.53M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.