Filed: 5/15/2026ACC: 0002073679-26-000058
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $272.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$272.00M
Total AUM (reported)
8.02M
Total Shares
Allocation by class
COM$99.25M36.5%
COM CL B$27.86M10.2%
SPON ADR SER B$15.36M5.6%
TOTAL STK MKT$14.05M5.2%
COM SHS$12.81M4.7%
CONSUM STP ETF$10.69M3.9%
TT WRLD ST ETF$10.45M3.8%
Portfolio Concentration
Top 3$65.62M24.1%
4–10$84.18M30.9%
11–25$90.06M33.1%
Rest$32.14M11.8%
Top 3 weight
24.1%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 8.02M
Sole
Full voting authority
7.35M
shares
% of voting shares91.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
669.17K
shares
% of voting shares8.3%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 91.7% of voting shares
Institutional Holdings65
Rows:
BENTLEY SYS INC
SOLEShares793.37K
TypeSH
Market value$27.86M
10.24%
Sole
793.37K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares70.78K
TypeSH
Market value$19.94M
7.33%
Sole
70.78K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares55.80K
TypeSH
Market value$17.81M
6.55%
Sole
55.80K
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
SOLEShares189.81K
TypeSH
Market value$15.36M
5.65%
Sole
189.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.80K
TypeSH
Market value$14.05M
5.17%
Sole
0.00
Shared
0.00
None
43.80K
LITHIUM ARGENTINA AG
SOLEShares1.86M
TypeSH
Market value$12.42M
4.57%
Sole
1.86M
Shared
0.00
None
0.00
EQT CORP
SOLEShares176.55K
TypeSH
Market value$11.24M
4.13%
Sole
176.55K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.69M
3.93%
Sole
0.00
Shared
0.00
None
47.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares75.55K
TypeSH
Market value$10.45M
3.84%
Sole
0.00
Shared
0.00
None
75.55K
INTEL CORP
SOLEShares226.07K
TypeSH
Market value$9.98M
3.67%
Sole
226.07K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares674.55K
TypeSH
Market value$9.69M
3.56%
Sole
674.55K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$9.55M
3.51%
Sole
0.00
Shared
0.00
None
149.02K
TERADYNE INC
SOLEShares27.30K
TypeSH
Market value$8.09M
2.98%
Sole
27.30K
Shared
0.00
None
0.00
SMITHFIELD FOODS INC
SOLEShares274.84K
TypeSH
Market value$7.69M
2.83%
Sole
274.84K
Shared
0.00
None
0.00
HUYA INC
SOLEShares2.28M
TypeSH
Market value$7.51M
2.76%
Sole
2.28M
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$5.91M
2.17%
Sole
0.00
Shared
0.00
None
23.27K
PAMPA ENERGIA SA
SOLEShares64.46K
TypeSH
Market value$5.70M
2.10%
Sole
64.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$5.65M
2.08%
Sole
0.00
Shared
0.00
None
62.42K
CF INDUSTRIES HOLD
SOLEShares41.67K
TypeSH
Market value$5.41M
1.99%
Sole
41.67K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares50.56K
TypeSH
Market value$5.17M
1.90%
Sole
50.56K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares19.33K
TypeSH
Market value$4.84M
1.78%
Sole
19.33K
Shared
0.00
None
0.00
FASTLY INC
SOLEShares151.26K
TypeSH
Market value$4.40M
1.62%
Sole
151.26K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares110.12K
TypeSH
Market value$4.38M
1.61%
Sole
110.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$3.11M
1.14%
Sole
0.00
Shared
0.00
None
17.84K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares56.10K
TypeSH
Market value$2.96M
1.09%
Sole
56.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BENTLEY SYS INCSOLE | COM CL B | 793.37K | SH | $27.86M 10.24% | 793.37K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 70.78K | SH | $19.94M 7.33% | 70.78K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 55.80K | SH | $17.81M 6.55% | 55.80K | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 189.81K | SH | $15.36M 5.65% | 189.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.80K | SH | $14.05M 5.17% | 0.00 | 0.00 | 43.80K |
LITHIUM ARGENTINA AGSOLE | COM SHS | 1.86M | SH | $12.42M 4.57% | 1.86M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 176.55K | SH | $11.24M 4.13% | 176.55K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.69M 3.93% | 0.00 | 0.00 | 47.59K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 75.55K | SH | $10.45M 3.84% | 0.00 | 0.00 | 75.55K |
INTEL CORPSOLE | COM | 226.07K | SH | $9.98M 3.67% | 226.07K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 674.55K | SH | $9.69M 3.56% | 674.55K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $9.55M 3.51% | 0.00 | 0.00 | 149.02K |
TERADYNE INCSOLE | COM | 27.30K | SH | $8.09M 2.98% | 27.30K | 0.00 | 0.00 |
SMITHFIELD FOODS INCSOLE | COM | 274.84K | SH | $7.69M 2.83% | 274.84K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 2.28M | SH | $7.51M 2.76% | 2.28M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $5.91M 2.17% | 0.00 | 0.00 | 23.27K |
PAMPA ENERGIA SASOLE | SPONS ADR LVL I | 64.46K | SH | $5.70M 2.10% | 64.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $5.65M 2.08% | 0.00 | 0.00 | 62.42K |
CF INDUSTRIES HOLDSOLE | COM | 41.67K | SH | $5.41M 1.99% | 41.67K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 50.56K | SH | $5.17M 1.90% | 50.56K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 19.33K | SH | $4.84M 1.78% | 19.33K | 0.00 | 0.00 |
FASTLY INCSOLE | CL A | 151.26K | SH | $4.40M 1.62% | 151.26K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI CHILE ETF | 110.12K | SH | $4.38M 1.61% | 110.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $3.11M 1.14% | 0.00 | 0.00 | 17.84K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 56.10K | SH | $2.96M 1.09% | 56.10K | 0.00 | 0.00 |
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