Seldon Capital Lp Top Holdings and 13F Report (2026) About Seldon Capital LpInvestment ActivitySeldon Capital Lp has $272.00 million in total holdings as of March 31, 2026.Seldon Capital Lp owns shares of 65 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 20.72% of the portfolio was purchased this quarter.About 26.93% of the portfolio was sold this quarter.This quarter, Seldon Capital Lp has purchased 65 new stocks and bought additional shares in 5 stocks.Seldon Capital Lp sold shares of 13 stocks and completely divested from 6 stocks this quarter.Largest Holdings Bentley Systems $27,863,295CELESTICA INC $19,938,719TALEN ENERGY CORP $17,813,034Sociedad Quimica y Minera $15,363,060Vanguard Total Stock Market ETF $14,050,836 Largest New Holdings this Quarter 08265T208 - Bentley Systems $27,863,295 Holding44852D108 - HUYA $7,514,470 Holding125269100 - CF Industries $5,410,043 Holding31188V100 - Fastly $4,395,761 Holding502160104 - Lsb Industries $2,284,438 Holding Largest Purchases this Quarter Bentley Systems 793,374 shares (about $27.86M)HUYA 2,277,112 shares (about $7.51M)CF Industries 41,667 shares (about $5.41M)SMITHFIELD FOODS INC 162,638 shares (about $4.55M)Fastly 151,265 shares (about $4.40M) Largest Sales this Quarter Vanguard Total World Stock ETF 137,588 shares (about $19.03M)iShares MSCI Chile ETF 228,056 shares (about $9.07M)Victoria's Secret & Co. 148,440 shares (about $6.88M)Pampa Energia 77,694 shares (about $6.88M)CELESTICA INC 22,852 shares (about $6.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeldon Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSYBentley Systems$27,863,295$27,863,295 â–²New Holding793,37410.2%Computer and TechnologyCELESTICA INC$19,938,719$6,436,951 â–¼-24.4%70,7857.3%COMTALEN ENERGY CORP$17,813,034$4,808,881 â–¼-21.3%55,8006.5%COMSQMSociedad Quimica y Minera$15,363,060$2,496,918 â–¼-14.0%189,8085.6%Basic MaterialsVTIVanguard Total Stock Market ETF$14,050,8360.0%43,7985.2%ETFLITHIUM ARGENTINA AG$12,417,017$1,938,969 â–¼-13.5%1,858,6894.6%COM SHSEQTEQT$11,235,578$3,458,516 â–²44.5%176,5494.1%EnergyVDCVanguard Consumer Staples ETF$10,688,9120.0%47,5933.9%ETFVTVanguard Total World Stock ETF$10,449,661$19,031,172 â–¼-64.6%75,5473.8%ETFINTCIntel$9,976,5130.0%226,0713.7%Computer and TechnologyNUNU$9,693,327$113,537 â–²1.2%674,5533.6%FinanceVEAVanguard FTSE Developed Markets ETF$9,549,0090.0%149,0173.5%ETFTERTeradyne$8,093,358$2,980,016 â–¼-26.9%27,3003.0%Computer and TechnologySMITHFIELD FOODS INC$7,687,191$4,548,985 â–²145.0%274,8372.8%COMHUYAHUYA$7,514,470$7,514,470 â–²New Holding2,277,1122.8%Computer and TechnologyAAPLApple$5,905,1860.0%23,2682.2%Computer and TechnologyPAMPampa Energia$5,704,445$6,875,920 â–¼-54.7%64,4572.1%UtilitiesIEFAiShares Core MSCI EAFE ETF$5,651,3350.0%62,4252.1%ETFCFCF Industries$5,410,043$5,410,043 â–²New Holding41,6672.0%Basic MaterialsPDDPDD$5,166,119$238,386 â–²4.8%50,5591.9%Retail/WholesaleVRTVertiv$4,844,213$301,698 â–²6.6%19,3321.8%Computer and TechnologyFSLYFastly$4,395,761$4,395,761 â–²New Holding151,2651.6%Computer and TechnologyECHiShares MSCI Chile ETF$4,378,411$9,067,507 â–¼-67.4%110,1211.6%ETFNVDANVIDIA$3,111,2960.0%17,8401.1%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$2,959,836$427,725 â–¼-12.6%56,1001.1%SHS REP COM UTFCNCAFirst Citizens BancShares$2,702,602$2,382,210 â–¼-46.8%1,4341.0%FinanceEFViShares MSCI EAFE Value ETF$2,304,8500.0%31,0000.8%ETFLXULsb Industries$2,284,438$2,284,438 â–²New Holding153,3180.8%Basic MaterialsGOOGLAlphabet$2,219,9630.0%7,7200.8%Computer and TechnologyMSFTMicrosoft$1,897,4910.0%5,1260.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,814,8250.0%26,0190.7%ETFBNDVanguard Total Bond Market ETF$1,589,2980.0%21,5820.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,467,3490.0%27,1480.5%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$1,439,6200.0%44,1060.5%ETFTSMTaiwan Semiconductor Manufacturing$1,291,9830.0%3,8230.5%Computer and TechnologyAMZNAmazon.com$1,107,9960.0%5,3200.4%Retail/WholesaleUUnity Software$1,074,533$694,269 â–¼-39.3%48,9760.4%Computer and TechnologyTIPiShares TIPS Bond ETF$939,7150.0%8,5150.3%ETFAVDVAvantis International Small Cap Value ETF$798,8800.0%8,0000.3%ETFMETAMeta Platforms$790,6840.0%1,3820.3%Computer and TechnologyAVGOBroadcom$594,2590.0%1,9200.2%Computer and TechnologyVVisa$452,1510.0%1,4960.2%Business ServicesIGMiShares Expanded Tech Sector ETF$448,6790.0%3,7860.2%ETFJNJJohnson & Johnson$418,7260.0%1,7130.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$409,6290.0%2,8760.2%ETFGRAYSCALE BITCOIN MINI TR ET$396,4980.0%13,2210.1%SHS NEWANGLOGOLD ASHANTI PLC$388,7580.0%3,9930.1%COM SHSAMATApplied Materials$384,5140.0%1,1250.1%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$372,3030.0%4,0680.1%ETFLLYEli Lilly and Company$371,5870.0%4040.1%MedicalVSCOVictoria's Secret & Co.$348,164$6,881,686 â–¼-95.2%7,5100.1%Retail/WholesaleWALMART INC$342,2670.0%2,7540.1%COMAPHAmphenol$337,1020.0%2,6680.1%Computer and TechnologyORCLOracle$333,2040.0%2,2650.1%Computer and TechnologyLAM RESEARCH CORP$329,0360.0%1,5400.1%COM NEWFLDRFidelity Low Duration Bond Factor ETF$327,9280.0%6,5520.1%ETFHDHome Depot$271,3340.0%8250.1%Retail/WholesaleBACBank of America$268,2230.0%5,5020.1%FinanceGOVTiShares U.S. Treasury Bond ETF$265,7560.0%11,6000.1%ETFPGProcter & Gamble$264,0360.0%1,8280.1%Consumer StaplesCOSTCostco Wholesale$237,1500.0%2380.1%Retail/WholesaleMAMastercard$226,8460.0%4540.1%Business ServicesMRKMerck & Co., Inc.$225,303$225,303 â–²New Holding1,8730.1%MedicalISRGIntuitive Surgical$212,9770.0%4620.1%MedicalMUFGMitsubishi UFJ Financial Group$191,303$3,789,286 â–¼-95.2%11,2730.1%FinanceREDDIT INC$0$4,101,570 â–¼-100.0%00.0%CL AACMRACM Research$0$394,500 â–¼-100.0%00.0%Computer and TechnologyINTUIntuit$0$250,395 â–¼-100.0%00.0%Computer and TechnologyBSACBanco Santander Chile$0$247,107 â–¼-100.0%00.0%FinanceUNHUnitedHealth Group$0$226,786 â–¼-100.0%00.0%MedicalCRH PLC$0$220,522 â–¼-100.0%00.0%ORDShowing largest 100 holdings. 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