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The Analysis of SELDON CAPITAL LP's Holdings & P&L

Currently, SELDON CAPITAL LP holds 65 types of securities in its portfolio with a total value $272.0M. In the most recent quarter, they have increased their positions in BSY (+793.4K shares, valued at $27.9M), HUYA (+2.3M shares, valued at $7.5M), CF (+41.7K shares, valued at $5.4M); decreased their positions in VT (-137.6K shares, valued at $19.0M), ECH (-228.1K shares, valued at $9.1M), VSCO (-148.4K shares, valued at $6.9M); initiated new positions in BSY (+793.4K shares, valued at $27.9M), HUYA (+2.3M shares, valued at $7.5M), CF (+41.7K shares, valued at $5.4M).

1M P&L

+13.9M+5.69%

3M P&L

+19.3M+8.06%

HY P&L

+44.1M+20.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A99.8M

43.4%

2Utilities - Independent Power Producers39.1M

17.0%

3Specialty Chemicals15.2M

6.6%

Top Industries by Stock Count

1N/A19 stocks

35.2%

2Semiconductors3 stocks

5.6%

3Semiconductor Equipment & Materials3 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSY BENTLEY SYS INC793.4K sharesnew addition2026-03-312026-05-15

CELESTICA INC CELESTICA INC70.8K shares-24.40%2026-03-312026-05-15

TLN TALEN ENERGY CORP55.8K shares-21.26%2026-03-312026-05-15

SQM SOCIEDAD QUIMICA Y MINERA DE189.8K shares-13.98%2026-03-312026-05-15

VTI VANGUARD INDEX FDS43.8K shares0.00%2026-03-312026-05-15

LITHIUM ARGENTINA AG LITHIUM ARGENTINA AG1.9M shares-13.51%2026-03-312026-05-15

EQT CORP EQT CORP176.5K shares44.47%2026-03-312026-05-15

VDC VANGUARD WORLD FD47.6K shares0.00%2026-03-312026-05-15

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VT VANGUARD INTL EQUITY INDEX F75.5K shares-64.55%2026-03-312026-05-15

INTC INTEL CORP226.1K shares0.00%2026-03-312026-05-15

NU NU HLDGS LTD674.6K shares1.19%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS149.0K shares0.00%2026-03-312026-05-15

TER TERADYNE INC27.3K shares-26.91%2026-03-312026-05-15

SMITHFIELD FOODS INC SMITHFIELD FOODS INC274.8K shares144.95%2026-03-312026-05-15

HUYA HUYA INC2.3M sharesnew addition2026-03-312026-05-15

AAPL APPLE INC23.3K shares0.00%2026-03-312026-05-15

Sponsored

PAM PAMPA ENERGIA SA64.5K shares-54.66%2026-03-312026-05-15

IEFA ISHARES TR62.4K shares0.00%2026-03-312026-05-15

CF CF INDUSTRIES HOLD41.7K sharesnew addition2026-03-312026-05-15

PDD PDD HOLDINGS INC50.6K shares4.84%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO19.3K shares6.64%2026-03-312026-05-15

FSLY FASTLY INC151.3K sharesnew addition2026-03-312026-05-15

ECH ISHARES INC110.1K shares-67.44%2026-03-312026-05-15

NVDA NVIDIA CORPORATION17.8K shares0.00%2026-03-312026-05-15

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF56.1K shares-12.63%2026-03-312026-05-15

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1.4K shares-46.85%2026-03-312026-05-15

EFV ISHARES TR31.0K shares0.00%2026-03-312026-05-15

LXU LSB INDS INC153.3K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC7.7K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP5.1K shares0.00%2026-03-312026-05-15

IEMG ISHARES INC26.0K shares0.00%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS21.6K shares0.00%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F27.1K shares0.00%2026-03-312026-05-15

ASHR DBX ETF TR44.1K shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC5.3K shares0.00%2026-03-312026-05-15

U UNITY SOFTWARE INC49.0K shares-39.25%2026-03-312026-05-15

TIP ISHARES TR8.5K shares0.00%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR8.0K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC1.4K shares0.00%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC1.9K shares0.00%2026-03-312026-05-15

V VISA INC1.5K shares0.00%2026-03-312026-05-15

IGM ISHARES TR3.8K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-03-312026-05-15

ITOT ISHARES TR2.9K shares0.00%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET13.2K shares0.00%2026-03-312026-05-15

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.0K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-05-15

Sponsored

CWB SPDR SERIES TRUST4.1K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO404 shares0.00%2026-03-312026-05-15

VSCO VICTORIAS SECRET AND CO7.5K shares-95.18%2026-03-312026-05-15

WMT WALMART INC2.8K shares0.00%2026-03-312026-05-15

APH AMPHENOL CORP2.7K shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP2.3K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares0.00%2026-03-312026-05-15

FLDR FIDELITY MERRIMACK STR TR6.6K shares0.00%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC825 shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP5.5K shares0.00%2026-03-312026-05-15

GOVT ISHARES TR11.6K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO1.8K shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION238 shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED454 shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC462 shares0.00%2026-03-312026-05-15

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO11.3K shares-95.19%2026-03-312026-05-15

BSY

BENTLEY SYS INC

New

Shares793.4K

Event2026-03-31

Filed2026-05-15

CELESTICA INC

-24.40%

Shares70.8K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

-21.26%

Shares55.8K

Event2026-03-31

Filed2026-05-15

SQM

SOCIEDAD QUIMICA Y MINERA DE

-13.98%

Shares189.8K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.00%

Shares43.8K

Event2026-03-31

Filed2026-05-15

LITHIUM ARGENTINA AG

-13.51%

Shares1.9M

Event2026-03-31

Filed2026-05-15

EQT CORP

44.47%

Shares176.5K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

0.00%

Shares47.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

-64.55%

Shares75.5K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

0.00%

Shares226.1K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

1.19%

Shares674.6K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares149.0K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

-26.91%

Shares27.3K

Event2026-03-31

Filed2026-05-15

SMITHFIELD FOODS INC

144.95%

Shares274.8K

Event2026-03-31

Filed2026-05-15

HUYA

HUYA INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.00%

Shares23.3K

Event2026-03-31

Filed2026-05-15

PAM

PAMPA ENERGIA SA

-54.66%

Shares64.5K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares62.4K

Event2026-03-31

Filed2026-05-15

CF INDUSTRIES HOLD

New

Shares41.7K

Event2026-03-31

Filed2026-05-15

PDD

PDD HOLDINGS INC

4.84%

Shares50.6K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

6.64%

Shares19.3K

Event2026-03-31

Filed2026-05-15

FSLY

FASTLY INC

New

Shares151.3K

Event2026-03-31

Filed2026-05-15

ECH

ISHARES INC

-67.44%

Shares110.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

-12.63%

Shares56.1K

Event2026-03-31

Filed2026-05-15

FIRST CTZNS BANCSHARES INC D

-46.85%

Shares1.4K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-15

LXU

LSB INDS INC

New

Shares153.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

0.00%

Shares21.6K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares27.1K

Event2026-03-31

Filed2026-05-15

ASHR

DBX ETF TR

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

UNITY SOFTWARE INC

-39.25%

Shares49.0K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-15