SELDON CAPITAL LP
65 holdingsFiling period: 2026-03-31Current AUM: $290.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BSY | BENTLEY SYS INC | 793.4K | $27.9M | $28.1M | 9.69% | -- | 2026-03-31 |
| 2 | CLS | CELESTICA INC | 70.8K | $19.9M | $23.5M | 8.09% | -22,852 | 2026-03-31 |
| 3 | TLN | TALEN ENERGY CORP | 55.8K | $17.8M | $18.6M | 6.43% | -15,064 | 2026-03-31 |
| 4 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 189.8K | $15.4M | $12.7M | 4.39% | -30,849 | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 43.8K | $14.1M | $16.1M | 5.56% | -- | 2026-03-31 |
| 6 | — | LITHIUM ARGENTINA AG | 1.86M | $12.4M | $12.4M | 4.28% | -290,242 | 2026-03-31 |
| 7 | EQT | EQT CORP | 176.5K | $11.2M | $9.4M | 3.24% | +54.3K | 2026-03-31 |
| 8 | VDC | VANGUARD WORLD FD | 47.6K | $10.7M | $11.0M | 3.78% | -- | 2026-03-31 |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 75.5K | $10.4M | $11.8M | 4.06% | -137,588 | 2026-03-31 |
| 10 | INTC | INTEL CORP | 226.1K | $10.0M | $20.4M | 7.03% | -- | 2026-03-31 |
| 11 | — | NU HLDGS LTD | 674.6K | $9.7M | $9.7M | 3.34% | +7.9K | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 149.0K | $9.5M | $10.5M | 3.63% | -- | 2026-03-31 |
| 13 | TER | TERADYNE INC | 27.3K | $8.1M | $10.0M | 3.46% | -10,052 | 2026-03-31 |
| 14 | SFD | SMITHFIELD FOODS INC | 274.8K | $7.7M | $7.2M | 2.47% | +162.6K | 2026-03-31 |
| 15 | HUYA | HUYA INC | 2.28M | $7.5M | $5.6M | 1.92% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 23.3K | $5.9M | $7.2M | 2.48% | -- | 2026-03-31 |
| 17 | PAM | PAMPA ENERGIA SA | 64.5K | $5.7M | $5.7M | 1.96% | -77,694 | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 62.4K | $5.7M | $6.1M | 2.11% | -- | 2026-03-31 |
| 19 | CF | CF INDUSTRIES HOLD | 41.7K | $5.4M | $5.2M | 1.80% | -- | 2026-03-31 |
| 20 | PDD | PDD HOLDINGS INC | 50.6K | $5.2M | $4.5M | 1.54% | +2.3K | 2026-03-31 |
| 21 | VRT | VERTIV HOLDINGS CO | 19.3K | $4.8M | $4.7M | 1.61% | +1.2K | 2026-03-31 |
| 22 | FSLY | FASTLY INC | 151.3K | $4.4M | $3.4M | 1.18% | -- | 2026-03-31 |
| 23 | ECH | ISHARES INC | 110.1K | $4.4M | $4.3M | 1.49% | -228,056 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 17.8K | $3.1M | $3.6M | 1.23% | -- | 2026-03-31 |
| 25 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 56.1K | $3.0M | $2.7M | 0.94% | -8,107 | 2026-03-31 |
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