Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SELDON CAPITAL LP (CIK 1867731) reported $272.0M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSY ($27.9M, 10.24%), CLS ($19.9M, 7.33%), TLN ($17.8M, 6.55%), SQM ($15.4M, 5.65%), VTI ($14.1M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSY | BENTLEY SYS INC | $27.9M | 10.24% | 793,374 | New |
| 2 | CLS | CELESTICA INC | $19.9M | 7.33% | 70,785 | Trimmed |
| 3 | TLN | TALEN ENERGY CORP | $17.8M | 6.55% | 55,800 | Trimmed |
| 4 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $15.4M | 5.65% | 189,808 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $14.1M | 5.17% | 43,798 | Hold |
| 6 | LAR | LITHIUM ARGENTINA AG | $12.4M | 4.57% | 1.9M | Trimmed |
| 7 | EQT | EQT CORP | $11.2M | 4.13% | 176,549 | Added |
| 8 | VDC | VANGUARD WORLD FD | $10.7M | 3.93% | 47,593 | Hold |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $10.4M | 3.84% | 75,547 | Trimmed |
| 10 | INTC | INTEL CORP | $10.0M | 3.67% | 226,071 | Hold |
| 11 | NU | NU HLDGS LTD | $9.7M | 3.56% | 674,553 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $9.5M | 3.51% | 149,017 | Hold |
| 13 | TER | TERADYNE INC | $8.1M | 2.98% | 27,300 | Trimmed |
| 14 | SFD | SMITHFIELD FOODS INC | $7.7M | 2.83% | 274,837 | Added |
| 15 | HUYA | HUYA INC | $7.5M | 2.76% | 2.3M | New |
| 16 | AAPL | APPLE INC | $5.9M | 2.17% | 23,268 | Hold |
| 17 | PAM | PAMPA ENERGIA SA | $5.7M | 2.10% | 64,457 | Trimmed |
| 18 | IEFA | ISHARES TR | $5.7M | 2.08% | 62,425 | Hold |
| 19 | CF | CF INDUSTRIES HOLD | $5.4M | 1.99% | 41,667 | New |
| 20 | PDD | PDD HOLDINGS INC | $5.2M | 1.90% | 50,559 | Added |
| 21 | VRT | VERTIV HOLDINGS CO | $4.8M | 1.78% | 19,332 | Added |
| 22 | FSLY | FASTLY INC | $4.4M | 1.62% | 151,265 | New |
| 23 | ECH | ISHARES INC | $4.4M | 1.61% | 110,121 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $3.1M | 1.14% | 17,840 | Hold |
| 25 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.0M | 1.09% | 56,100 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31