Seldon Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Seldon Capital LP disclosed 65 US equity positions worth $272.0m in its Q1 2026 13F filing. The largest position was BSY at 10.2% of the reported book, followed by CLS and TLN.
What did Seldon Capital LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BSY BENTLEY SYS INC | Technology | 10.2% | $27.9m | 793,374 | – | |
| 2 | CLS CELESTICA INC | Technology | 7.3% | $19.9m | 70,785 | – | |
| 3 | TLN TALEN ENERGY CORP | Utilities | 6.5% | $17.8m | 55,800 | – | |
| 4 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 5.6% | $15.4m | 189,808 | – | |
| 5 | VTI VANGUARD INDEX FDS | 5.2% | $14.1m | 43,798 | – | ||
| 6 | LAR LITHIUM ARGENTINA AG | 4.6% | $12.4m | 1,858,689 | – | ||
| 7 | EQT EQT CORP | Energy | 4.1% | $11.2m | 176,549 | – | |
| 8 | VDC VANGUARD WORLD FD | 3.9% | $10.7m | 47,593 | – | ||
| 9 | VT VANGUARD INTL EQUITY INDEX F | 3.8% | $10.4m | 75,547 | – | ||
| 10 | INTC INTEL CORP | Technology | 3.7% | $10.0m | 226,071 | – | |
| 11 | NU NU HLDGS LTD | Financial Services | 3.6% | $9.7m | 674,553 | – | |
| 12 | VEA VANGUARD TAX-MANAGED FDS | 3.5% | $9.5m | 149,017 | – | ||
| 13 | TER TERADYNE INC | Technology | 3.0% | $8.1m | 27,300 | – | |
| 14 | SFD SMITHFIELD FOODS INC | Consumer Defensive | 2.8% | $7.7m | 274,837 | – | |
| 15 | HUYA HUYA INC | Communication Services | 2.8% | $7.5m | 2,277,112 | – | |
| 16 | AAPL APPLE INC | Technology | 2.2% | $5.9m | 23,268 | – | |
| 17 | PAM PAMPA ENERGIA SA | Industrials | 2.1% | $5.7m | 64,457 | – | |
| 18 | IEFA ISHARES TR | 2.1% | $5.7m | 62,425 | – | ||
| 19 | CF CF INDUSTRIES HOLD | Basic Materials | 2.0% | $5.4m | 41,667 | – | |
| 20 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.9% | $5.2m | 50,559 | – | |
| 21 | VRT VERTIV HOLDINGS CO | Industrials | 1.8% | $4.8m | 19,332 | – | |
| 22 | FSLY FASTLY INC | Technology | 1.6% | $4.4m | 151,265 | – | |
| 23 | ECH ISHARES INC | 1.6% | $4.4m | 110,121 | – | ||
| 24 | NVDA NVIDIA CORPORATION | Technology | 1.1% | $3.1m | 17,840 | – | |
| 25 | GBTC GRAYSCALE BITCOIN TRUST ETF | 1.1% | $3.0m | 56,100 | – | ||
| 26 | FCNCA FIRST CTZNS BANCSHARES INC D | Financial Services | 1.0% | $2.7m | 1,434 | – | |
| 27 | EFV ISHARES TR | 0.8% | $2.3m | 31,000 | – | ||
| 28 | LXU LSB INDS INC | Basic Materials | 0.8% | $2.3m | 153,318 | – | |
| 29 | GOOGL ALPHABET INC | Communication Services | 0.8% | $2.2m | 7,720 | – | |
| 30 | MSFT MICROSOFT CORP | Technology | 0.7% | $1.9m | 5,126 | – | |
| 31 | IEMG ISHARES INC | 0.7% | $1.8m | 26,019 | – | ||
| 32 | BND VANGUARD BD INDEX FDS | 0.6% | $1.6m | 21,582 | – | ||
| 33 | VWO VANGUARD INTL EQUITY INDEX F | 0.5% | $1.5m | 27,148 | – | ||
| 34 | ASHR DBX ETF TR | 0.5% | $1.4m | 44,106 | – | ||
| 35 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.5% | $1.3m | 3,823 | – | |
| 36 | AMZN AMAZON COM INC | Consumer Cyclical | 0.4% | $1.1m | 5,320 | – | |
| 37 | U UNITY SOFTWARE INC | Technology | 0.4% | $1.1m | 48,976 | – | |
| 38 | TIP ISHARES TR | 0.3% | $939.7k | 8,515 | – | ||
| 39 | AVDV AMERICAN CENTY ETF TR | 0.3% | $798.9k | 8,000 | – | ||
| 40 | META META PLATFORMS INC | Communication Services | 0.3% | $790.7k | 1,382 | – | |
| 41 | AVGO BROADCOM INC | Technology | 0.2% | $594.3k | 1,920 | – | |
| 42 | V VISA INC | Financial Services | 0.2% | $452.2k | 1,496 | – | |
| 43 | IGM ISHARES TR | 0.2% | $448.7k | 3,786 | – | ||
| 44 | JNJ JOHNSON & JOHNSON | Healthcare | 0.2% | $418.7k | 1,713 | – | |
| 45 | ITOT ISHARES TR | 0.2% | $409.6k | 2,876 | – | ||
| 46 | BTC GRAYSCALE BITCOIN MINI TR ET | 0.1% | $396.5k | 13,221 | – | ||
| 47 | AU ANGLOGOLD ASHANTI PLC | Basic Materials | 0.1% | $388.8k | 3,993 | – | |
| 48 | AMAT APPLIED MATLS INC | Technology | 0.1% | $384.5k | 1,125 | – | |
| 49 | CWB SPDR SERIES TRUST | 0.1% | $372.3k | 4,068 | – | ||
| 50 | LLY ELI LILLY & CO | Healthcare | 0.1% | $371.6k | 404 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.