Seldon Capital LP

13F filer · CIK 0001867731

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$320MU.S. long equity reported on 13F

Positions5717 new · 8 closed

Net flow last quarter+$16.9MBuys minus sells

Top 10 positions weight52.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202657 positions
INTCIntel Corp	$31.6M	9.88%	0.00%	Not reported	Q4 2021
CLSCelestica Inc	$25.8M	8.08%	0.06%	Not reported	Q4 2023
TLNTalen Energy Corp	$21.4M	6.71%	0.12%	Not reported	Q3 2024
VRSNVerisign Inc	$18.3M	5.73%	0.08%	Not reported	Q4 2021
LARLithium Argentina AG	$15.4M	4.81%	1.14%	Not reported	Q3 2025
SQMChemical & Mining Co of Chile Inc	$14.1M	4.40%	0.07%	Not reported	Q3 2022
TERTeradyne, Inc	$13.2M	4.13%	0.02%	Not reported	Q3 2025
APPAppLovin Corp	$11.3M	3.54%	0.01%	New	Q2 2026
SFDSmithfield Foods Inc	$8.22M	2.57%	0.09%	+23.3%	Q2 2025
VECOVeeco Instruments Inc	$7.67M	2.40%	0.17%	New	Q2 2026
NUNu Holdings Ltd.	$7.28M	2.28%	Not reported	-19.2%	Q4 2023
AAPLApple Inc.	$6.73M	2.11%	0.00%	Not reported	Q4 2021
VRTVertiv Holdings Co	$6.07M	1.90%	0.00%	-6.2%	Q2 2023
UUnity Software Inc.	$5.33M	1.67%	0.04%	+281.0%	Q4 2023
LXULSB Industries, Inc.	$4.58M	1.43%	0.59%	+176.5%	Q1 2026
MKSIMKS Inc	$4.58M	1.43%	0.02%	New	Q2 2026
CROXCrocs, Inc.	$4.54M	1.42%	0.08%	New	Q2 2026
PAMPampa Energy Inc.	$4.4M	1.38%	0.00%	-16.8%	Q4 2023
HUYAHUYA Inc.	$3.8M	1.19%	0.73%	-27.5%	Q3 2024
PDDPDD Holdings Inc.	$3.68M	1.15%	0.00%	-4.6%	Q4 2022
NVDANvidia Corp	$3.57M	1.12%	0.00%	Not reported	Q4 2021
STMSTMicroelectronics N.V.	$3.37M	1.05%	0.01%	Not reported	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$2.98M	0.93%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$2.76M	0.86%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$1.91M	0.60%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.83M	0.57%	0.00%	Not reported	Q4 2021
CIBGrupo Cibest S.A.	$1.7M	0.53%	0.00%	New	Q2 2026
ECEcopetrol S.A.	$1.42M	0.45%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$1.27M	0.40%	0.00%	Not reported	Q4 2021
TWLOTwilio Inc	$1.08M	0.34%	0.00%	New	Q2 2026
TGTTarget Corp	$871K	0.27%	0.00%	Not reported	Q4 2021
AMATApplied Materials Inc	$813K	0.25%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$778K	0.24%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$725K	0.23%	0.00%	Not reported	Q4 2021
LRCXLam Research Corp	$667K	0.21%	0.00%	Not reported	Q4 2021
VSXYVictoria's Secret & Co.	$627K	0.20%	0.01%	Not reported	Q4 2025
VVisa Inc.	$513K	0.16%	0.00%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$489K	0.15%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$485K	0.15%	0.00%	Not reported	Q4 2021
APHAmphenol Corp	$470K	0.15%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$435K	0.14%	0.00%	Not reported	Q4 2021
MRVLMarvell Technology, Inc.	$400K	0.13%	0.00%	Not reported	Q4 2021
KLACKla Corp	$338K	0.11%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$332K	0.10%	0.00%	Not reported	Q4 2021
FLDRFlanders Corp	$328K	0.10%	Not reported	Not reported	Q4 2021
AUAngloGold Ashanti PLC	$323K	0.10%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$314K	0.10%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$312K	0.10%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$291K	0.09%	0.00%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$286K	0.09%	0.00%	Not reported	Q4 2021

Q1 2026Reported May 15, 202648 positions
BSYBentley Systems Inc	$27.9M	10.24%	Not reported	New	Q1 2026
CLSCelestica Inc	$19.9M	7.33%	0.06%	-24.4%	Q4 2023
TLNTalen Energy Corp	$17.8M	6.55%	0.12%	-21.3%	Q3 2024
SQMChemical & Mining Co of Chile Inc	$15.4M	5.65%	0.07%	-14.0%	Q3 2022
LARLithium Argentina AG	$12.4M	4.57%	1.14%	-13.5%	Q3 2025
EQTEQT Corp	$11.2M	4.13%	0.03%	+44.5%	Q4 2024
INTCIntel Corp	$9.98M	3.67%	0.00%	Not reported	Q4 2021
NUNu Holdings Ltd.	$9.69M	3.56%	Not reported	+1.2%	Q4 2023
TERTeradyne, Inc	$8.09M	2.98%	0.02%	-26.9%	Q3 2025
SFDSmithfield Foods Inc	$7.69M	2.83%	0.07%	+145.0%	Q2 2025
HUYAHUYA Inc.	$7.51M	2.76%	1.01%	Not reported	Q3 2024
AAPLApple Inc.	$5.91M	2.17%	0.00%	Not reported	Q4 2021
PAMPampa Energy Inc.	$5.7M	2.10%	0.00%	-54.7%	Q4 2023
CFCF Industries Holdings, Inc.	$5.41M	1.99%	0.03%	New	Q1 2026
PDDPDD Holdings Inc.	$5.17M	1.90%	0.00%	+4.8%	Q4 2022
VRTVertiv Holdings Co	$4.84M	1.78%	0.01%	+6.6%	Q2 2023
FSLYFastly, Inc.	$4.4M	1.62%	0.10%	New	Q1 2026
NVDANvidia Corp	$3.11M	1.14%	0.00%	Not reported	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$2.96M	1.09%	0.03%	-12.6%	Q1 2024
FCNCAFirst Citizens Bancshares Inc	$2.7M	0.99%	Not reported	-46.9%	Q1 2023
LXULSB Industries, Inc.	$2.28M	0.84%	0.21%	New	Q1 2026
GOOGLAlphabet Inc.	$2.22M	0.82%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$1.9M	0.70%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.29M	0.47%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$1.11M	0.41%	0.00%	Not reported	Q4 2021
UUnity Software Inc.	$1.07M	0.40%	0.01%	-39.3%	Q4 2023
METAMeta Platforms, Inc.	$791K	0.29%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$594K	0.22%	0.00%	Not reported	Q4 2021
VVisa Inc.	$452K	0.17%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$419K	0.15%	0.00%	Not reported	Q4 2021
BTCGrayscale Bitcoin Mini Trust ETF	$396K	0.15%	0.01%	Not reported	Q3 2024
AUAngloGold Ashanti PLC	$389K	0.14%	0.00%	Not reported	Q4 2021
AMATApplied Materials Inc	$385K	0.14%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$372K	0.14%	0.00%	Not reported	Q4 2021
VSXYVictoria's Secret & Co.	$348K	0.13%	0.01%	-95.2%	Q4 2025
WMTWalmart Inc.	$342K	0.13%	0.00%	Not reported	Q4 2021
APHAmphenol Corp	$337K	0.12%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$333K	0.12%	0.00%	Not reported	Q4 2021
LRCXLam Research Corp	$329K	0.12%	0.00%	Not reported	Q4 2021
FLDRFlanders Corp	$328K	0.12%	Not reported	Not reported	Q4 2021
HDHome Depot, Inc.	$271K	0.10%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$268K	0.10%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$264K	0.10%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$237K	0.09%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$227K	0.08%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$225K	0.08%	0.00%	Not reported	Q4 2021
ISRGIntuitive Surgical Inc	$213K	0.08%	0.00%	Not reported	Q4 2021
MUFGMitsubishi Ufj Financial Group Inc	$191K	0.07%	0.00%	-95.2%	Q2 2025
Q4 2025Reported Feb 17, 202648 positions
CLSCelestica Inc	$27.7M	9.58%	0.08%	-16.4%	Q4 2023
TLNTalen Energy Corp	$26.6M	9.20%	0.16%	Not reported	Q3 2024
SQMChemical & Mining Co of Chile Inc	$15.2M	5.26%	0.08%	+1.9%	Q3 2022
PAMPampa Energy Inc.	$12.6M	4.36%	0.01%	Not reported	Q4 2023
LARLithium Argentina AG	$12M	4.15%	1.32%	+18.1%	Q3 2025
NUNu Holdings Ltd.	$11.2M	3.86%	Not reported	Not reported	Q4 2023
VSXYVictoria's Secret & Co.	$8.45M	2.92%	0.19%	New	Q4 2025
INTCIntel Corp	$8.34M	2.89%	0.00%	+2.4%	Q4 2021
TERTeradyne, Inc	$7.23M	2.50%	0.02%	Not reported	Q3 2025
EQTEQT Corp	$6.55M	2.27%	0.02%	+15.3%	Q4 2024
AAPLApple Inc.	$6.33M	2.19%	0.00%	Not reported	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$5.79M	2.00%	Not reported	+88.2%	Q1 2023
PDDPDD Holdings Inc.	$5.47M	1.89%	0.00%	-2.5%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$4.39M	1.52%	0.03%	-2.9%	Q1 2024
RDDTReddit, Inc.	$4.1M	1.42%	Not reported	-46.6%	Q1 2024
MUFGMitsubishi Ufj Financial Group Inc	$3.72M	1.29%	0.00%	Not reported	Q2 2025
UUnity Software Inc.	$3.56M	1.23%	0.02%	-48.9%	Q4 2023
NVDANvidia Corp	$3.33M	1.15%	0.00%	Not reported	Q4 2021
VRTVertiv Holdings Co	$2.94M	1.02%	0.00%	-28.1%	Q2 2023
SFDSmithfield Foods Inc	$2.51M	0.87%	0.03%	+57.4%	Q2 2025
MSFTMicrosoft Corp	$2.48M	0.86%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$2.42M	0.84%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$1.23M	0.43%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.16M	0.40%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$912K	0.32%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$665K	0.23%	0.00%	Not reported	Q4 2021
VVisa Inc.	$525K	0.18%	0.00%	Not reported	Q4 2021
BTCGrayscale Bitcoin Mini Trust ETF	$512K	0.18%	0.01%	Not reported	Q3 2024
ORCLOracle Corp	$441K	0.15%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$434K	0.15%	0.00%	Not reported	Q4 2021
ACMRACM Research, Inc.	$395K	0.14%	0.02%	-94.8%	Q3 2025
APHAmphenol Corp	$361K	0.12%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$355K	0.12%	0.00%	Not reported	Q4 2021
AUAngloGold Ashanti PLC	$341K	0.12%	0.00%	Not reported	Q4 2021
FLDRFlanders Corp	$329K	0.11%	Not reported	-18.9%	Q4 2021
WMTWalmart Inc.	$307K	0.11%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$303K	0.10%	0.00%	Not reported	Q4 2021
AMATApplied Materials Inc	$289K	0.10%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$284K	0.10%	0.00%	Not reported	Q4 2021
LRCXLam Research Corp	$264K	0.09%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$262K	0.09%	0.00%	Not reported	Q4 2021
ISRGIntuitive Surgical Inc	$262K	0.09%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$259K	0.09%	0.00%	Not reported	Q4 2021
INTUIntuit Inc.	$250K	0.09%	0.00%	Not reported	Q4 2021
BSACBanco Santander Chile	$247K	0.09%	0.00%	Not reported	Q2 2025
UNHUnitedhealth Group Inc	$227K	0.08%	0.00%	Not reported	Q4 2021
CRHCRH Public Ltd Co	$221K	0.08%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$205K	0.07%	0.00%	Not reported	Q4 2021
Q3 2025Reported Nov 14, 202553 positions
TLNTalen Energy Corp	$30.1M	10.59%	0.16%	Not reported	Q3 2024
CLSCelestica Inc	$27.6M	9.69%	0.10%	Not reported	Q4 2023
NUNu Holdings Ltd.	$10.7M	3.75%	Not reported	-29.6%	Q4 2023
SQMChemical & Mining Co of Chile Inc	$9.31M	3.27%	0.08%	Not reported	Q3 2022
RDDTReddit, Inc.	$7.68M	2.70%	Not reported	Not reported	Q1 2024
ASAmer Sports, Inc.	$7.56M	2.66%	0.04%	-20.6%	Q2 2025
ACMRACM Research, Inc.	$7.56M	2.66%	0.45%	New	Q3 2025
INTCIntel Corp	$7.41M	2.60%	0.00%	Not reported	Q4 2021
PDDPDD Holdings Inc.	$6.54M	2.30%	0.00%	+2.6%	Q4 2022
UUnity Software Inc.	$6.32M	2.22%	0.04%	Not reported	Q4 2023
LARLithium Argentina AG	$6.08M	2.14%	1.12%	New	Q3 2025
GBTCGrayscale Bitcoin Trust ETF	$5.93M	2.09%	0.03%	Not reported	Q1 2024
AAPLApple Inc.	$5.92M	2.08%	0.00%	Not reported	Q4 2021
EQTEQT Corp	$5.77M	2.03%	0.02%	-29.1%	Q4 2024
TERTeradyne, Inc	$5.14M	1.81%	0.02%	New	Q3 2025
KTKT Corp	$4.6M	1.62%	0.10%	Not reported	Q2 2025
VRTVertiv Holdings Co	$3.8M	1.34%	0.01%	Not reported	Q2 2023
MUFGMitsubishi Ufj Financial Group Inc	$3.74M	1.31%	0.00%	-28.9%	Q2 2025
NVDANvidia Corp	$3.33M	1.17%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$2.66M	0.93%	0.00%	Not reported	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$2.57M	0.90%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$1.88M	0.66%	0.00%	Not reported	Q4 2021
LXLexinFintech Holdings Ltd.	$1.72M	0.61%	Not reported	-50.9%	Q4 2024
SFDSmithfield Foods Inc	$1.67M	0.59%	0.02%	+7.5%	Q2 2025
TASKTaskUs, Inc.	$1.64M	0.58%	Not reported	Not reported	Q3 2024
BTUPeabody Energy Corp	$1.41M	0.49%	0.04%	New	Q3 2025
AMZNAmazon Com Inc	$1.17M	0.41%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.38%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.01M	0.36%	Not reported	Not reported	Q4 2021
NTESNetEase, Inc.	$736K	0.26%	0.00%	Not reported	Q4 2021
BTCGrayscale Bitcoin Mini Trust ETF	$669K	0.24%	0.01%	Not reported	Q3 2024
ORCLOracle Corp	$637K	0.22%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$633K	0.22%	0.00%	Not reported	Q4 2021
VVisa Inc.	$511K	0.18%	0.00%	Not reported	Q4 2021
FLDRFlanders Corp	$405K	0.14%	Not reported	Not reported	Q4 2021
HDHome Depot, Inc.	$334K	0.12%	0.00%	Not reported	Q4 2021
APHAmphenol Corp	$330K	0.12%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$318K	0.11%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$308K	0.11%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$284K	0.10%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$284K	0.10%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$281K	0.10%	0.00%	Not reported	Q4 2021
AUAngloGold Ashanti PLC	$281K	0.10%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$258K	0.09%	0.00%	Not reported	Q4 2021
INTUIntuit Inc.	$258K	0.09%	0.00%	Not reported	Q4 2021
BEPCBrookfield Renewable Corp	$246K	0.09%	0.00%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$237K	0.08%	0.00%	Not reported	Q4 2021
AMATApplied Materials Inc	$230K	0.08%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$220K	0.08%	0.00%	Not reported	Q4 2021
CRHCRH Public Ltd Co	$212K	0.07%	0.00%	Not reported	Q4 2021

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