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SELDON CAPITAL LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
62
-6
New Purchases
0
Added To
0
Closed
62
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $0 0%
Large Cap 27 $0 0%
Mid Cap 7 $0 0%
Small Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$592.0B
Median Market Cap
$143.9B
Avg P/E
32.7
Median P/E
29.4
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
42
# ETFs / Funds
20

Top Holdings (62 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PAM —% -$13M -142,151 -100.0% SOLD
2 HD —% -$284K -825 -100.0% SOLD
3 BSAC —% -$247K -7,943 -100.0% SOLD
4 SQM —% -$15M -220,657 -100.0% SOLD
5 EQT —% -$7M -122,204 -100.0% SOLD
6 BAC —% -$303K -5,502 -100.0% SOLD
7 PG —% -$262K -1,828 -100.0% SOLD
8 V —% -$525K -1,496 -100.0% SOLD
9 NU —% -$11M -666,652 -100.0% SOLD
10 VRT —% -$3M -18,128 -100.0% SOLD
11 MUFG —% -$4M -234,566 -100.0% SOLD
12 LLY —% -$434K -404 -100.0% SOLD
13 MA —% -$259K -454 -100.0% SOLD
14 APH —% -$361K -2,668 -100.0% SOLD
15 JNJ —% -$355K -1,713 -100.0% SOLD
16 CLS —% -$28M -93,637 -100.0% SOLD
17 UNH —% -$227K -687 -100.0% SOLD
18 U —% -$4M -80,620 -100.0% SOLD
19 RDDT —% -$4M -17,843 -100.0% SOLD
20 VSCO —% -$8M -155,950 -100.0% SOLD
21 TSM —% -$1M -3,823 -100.0% SOLD
22 COST —% -$205K -238 -100.0% SOLD
23 ACMR —% -$394K -10,000 -100.0% SOLD
24 LRCX —% -$264K -1,540 -100.0% SOLD
25 AMZN —% -$1M -5,320 -100.0% SOLD
26 AAPL —% -$6M -23,268 -100.0% SOLD
27 FCNCA —% -$6M -2,698 -100.0% SOLD
28 INTC —% -$8M -226,071 -100.0% SOLD
29 ISRG —% -$262K -462 -100.0% SOLD
30 BND —% -$2M -21,582 -100.0% SOLD
31 INTU —% -$250K -378 -100.0% SOLD
32 META —% -$912K -1,382 -100.0% SOLD
33 AMAT —% -$289K -1,125 -100.0% SOLD
34 BTC —% -$512K -13,221 -100.0% SOLD
35 GBTC —% -$4M -64,207 -100.0% SOLD
36 GOVT —% -$267K -11,600 -100.0% SOLD
37 VT —% -$30M -213,135 -100.0% SOLD
38 VTI —% -$15M -43,798 -100.0% SOLD
39 TLN —% -$27M -70,864 -100.0% SOLD
40 VEA —% -$9M -149,017 -100.0% SOLD
41 ECH —% -$14M -338,177 -100.0% SOLD
42 PDD —% -$5M -48,226 -100.0% SOLD
43 IGM —% -$489K -3,786 -100.0% SOLD
44 WMT —% -$307K -2,754 -100.0% SOLD
45 AVGO —% -$665K -1,920 -100.0% SOLD
46 GOOGL —% -$2M -7,720 -100.0% SOLD
47 AVDV —% -$752K -8,000 -100.0% SOLD
48 IEMG —% -$2M -26,019 -100.0% SOLD
49 ITOT —% -$428K -2,876 -100.0% SOLD
50 MSFT —% -$2M -5,126 -100.0% SOLD
51 NVDA —% -$3M -17,840 -100.0% SOLD
52 TER —% -$7M -37,352 -100.0% SOLD
53 TIP —% -$936K -8,515 -100.0% SOLD
54 VWO —% -$1M -27,148 -100.0% SOLD
55 EFV —% -$2M -31,000 -100.0% SOLD
56 CWB —% -$363K -4,068 -100.0% SOLD
57 ASHR —% -$1M -44,106 -100.0% SOLD
58 IEFA —% -$6M -62,425 -100.0% SOLD
59 VDC —% -$10M -47,593 -100.0% SOLD
60 ORCL —% -$441K -2,265 -100.0% SOLD
61 FLDR —% -$329K -6,552 -100.0% SOLD
62 CRH.L —% -$221K -1,767 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PAM —%
HD —%
BSAC —%
SQM —%
EQT —%
BAC —%
PG —%
V —%
NU —%
VRT —%
MUFG —%
LLY —%
MA —%
APH —%
JNJ —%
View SEC EDGAR Filings for SELDON CAPITAL LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms