The Analysis of SELDON CAPITAL LP's Holdings


Currently, SELDON CAPITAL LP holds 70 types of securities in its portfolio with a total value $284.5M. In the most recent quarter, they have increased their positions in SQM (+216.6K shares, valued at $9.3M), ACMR (+193.2K shares, valued at $7.6M), INTC (+220.7K shares, valued at $7.4M); decreased their positions in NU (-280.0K shares, valued at $4.5M), EQT (-43.6K shares, valued at $2.4M), AS (-56.5K shares, valued at $2.0M); initiated new positions in SQM (+216.6K shares, valued at $9.3M), ACMR (+193.2K shares, valued at $7.6M), INTC (+220.7K shares, valued at $7.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TLN TALEN ENERGY CORP70.9K shares0.00%2025-09-302025-11-14history
VT VANGUARD INTL EQUITY INDEX F213.1K shares0.00%2025-09-302025-11-14history
CLS CELESTICA INC111.9K shares0.00%2025-09-302025-11-14history
VTI VANGUARD INDEX FDS54.1K shares0.00%2025-09-302025-11-14history
ECH ISHARES INC338.2K shares2.33%2025-09-302025-11-14history
NU NU HLDGS LTD666.7K shares-29.58%2025-09-302025-11-14history
VDC VANGUARD WORLD FD47.6K shares0.00%2025-09-302025-11-14history
SQM SOCIEDAD QUIMICA Y MINERA DE216.6K sharesnew addition2025-09-302025-11-14history
Sponsored
VEA VANGUARD TAX-MANAGED FDS149.0K shares0.00%2025-09-302025-11-14history
RDDT REDDIT INC33.4K shares0.00%2025-09-302025-11-14history
AS AMER SPORTS INC217.7K shares-20.61%2025-09-302025-11-14history
ACMR ACM RESH INC193.2K sharesnew addition2025-09-302025-11-14history
INTC INTEL CORP220.7K sharesnew addition2025-09-302025-11-14history
PDD PDD HOLDINGS INC49.5K shares2.59%2025-09-302025-11-14history
U UNITY SOFTWARE INC157.8K sharesnew addition2025-09-302025-11-14history
LAR LITHIUM ARGENTINA AG1.8M sharesnew addition2025-09-302025-11-14history
Sponsored
GBTC GRAYSCALE BITCOIN TRUST ETF66.1K shares0.00%2025-09-302025-11-14history
AAPL APPLE INC23.3K shares0.00%2025-09-302025-11-14history
EQT EQT CORP106.0K shares-29.14%2025-09-302025-11-14history
IEFA ISHARES TR62.4K shares0.00%2025-09-302025-11-14history
TER TERADYNE INC37.4K sharesnew addition2025-09-302025-11-14history
KT KT CORP236.0K shares0.00%2025-09-302025-11-14history
VRT VERTIV HOLDINGS CO25.2K shares0.00%2025-09-302025-11-14history
MUFG MITSUBISHI UFJ FINL GROUP IN234.6K shares-28.93%2025-09-302025-11-14history
Sponsored
NVDA NVIDIA CORPORATION17.8K shares0.00%2025-09-302025-11-14history
MSFT MICROSOFT CORP5.1K shares0.00%2025-09-302025-11-14history
FCNCA FIRST CTZNS BANCSHARES INC D1.4K shares0.00%2025-09-302025-11-14history
EFV ISHARES TR31.0K shares0.00%2025-09-302025-11-14history
GOOGL ALPHABET INC7.7K shares0.00%2025-09-302025-11-14history
LX LEXINFINTECH HLDGS LTD323.2K shares-50.86%2025-09-302025-11-14history
IEMG ISHARES INC26.0K shares0.00%2025-09-302025-11-14history
SFD SMITHFIELD FOODS INC71.3K shares7.54%2025-09-302025-11-14history
Sponsored
TASK TASKUS INC91.9K shares0.00%2025-09-302025-11-14history
BND VANGUARD BD INDEX FDS21.6K shares0.00%2025-09-302025-11-14history
VWO VANGUARD INTL EQUITY INDEX F27.1K shares0.00%2025-09-302025-11-14history
ASHR DBX ETF TR44.1K shares0.00%2025-09-302025-11-14history
BTU PEABODY ENERGY CORP53.0K sharesnew addition2025-09-302025-11-14history
AMZN AMAZON COM INC5.3K shares0.00%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.8K shares0.00%2025-09-302025-11-14history
META META PLATFORMS INC1.4K shares0.00%2025-09-302025-11-14history
Sponsored
TIP ISHARES TR8.5K shares0.00%2025-09-302025-11-14history
NTES NETEASE INC4.8K sharesnew addition2025-09-302025-11-14history
AVDV AMERICAN CENTY ETF TR8.0K shares0.00%2025-09-302025-11-14history
BTC GRAYSCALE BITCOIN MINI TR ET13.2K shares0.00%2025-09-302025-11-14history
ORCL ORACLE CORP2.3K shares0.00%2025-09-302025-11-14history
AVGO BROADCOM INC1.9K shares0.00%2025-09-302025-11-14history
V VISA INC1.5K shares0.00%2025-09-302025-11-14history
IGM ISHARES TR3.8K shares0.00%2025-09-302025-11-14history
Sponsored
ITOT ISHARES TR2.9K shares0.00%2025-09-302025-11-14history
FLDR FIDELITY MERRIMACK STR TR8.1K shares0.00%2025-09-302025-11-14history
CWB SPDR SERIES TRUST4.1K shares0.00%2025-09-302025-11-14history
HD HOME DEPOT INC825 shares0.00%2025-09-302025-11-14history
APH AMPHENOL CORP NEW2.7K shares0.00%2025-09-302025-11-14history
JNJ JOHNSON & JOHNSON1.7K shares0.00%2025-09-302025-11-14history
LLY ELI LILLY & CO404 shares0.00%2025-09-302025-11-14history
BAC BANK AMERICA CORP5.5K shares0.00%2025-09-302025-11-14history
Sponsored
WMT WALMART INC2.8K shares0.00%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO1.8K shares0.00%2025-09-302025-11-14history
AU ANGLOGOLD ASHANTI PLC4.0K sharesnew addition2025-09-302025-11-14history
GOVT ISHARES TR11.6K shares0.00%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED454 shares0.00%2025-09-302025-11-14history
INTU INTUIT378 shares0.00%2025-09-302025-11-14history
BEPC BROOKFIELD RENEWABLE CORP7.1K shares0.00%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC687 shares0.00%2025-09-302025-11-14history
Sponsored
AMAT APPLIED MATLS INC1.1K shares0.00%2025-09-302025-11-14history
COST COSTCO WHSL CORP NEW238 shares0.00%2025-09-302025-11-14history
CRH CRH PLC1.8K sharesnew addition2025-09-302025-11-14history
BSAC BANCO SANTANDER CHILE NEW7.9K shares0.00%2025-09-302025-11-14history
ISRG INTUITIVE SURGICAL INC462 shares0.00%2025-09-302025-11-14history
LRCX LAM RESEARCH CORP1.5K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available