SELDON CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUYA | 2.28M | $7.51M |
 | LAR | 1.86M | $12.42M |
 | BSY | 793K | $27.86M |
 | NU | 675K | $9.69M |
 | SFD | 275K | $7.69M |
 | INTC | 226K | $9.98M |
 | SQM | 190K | $15.36M |
 | EQT | 177K | $11.24M |
 | LXU | 153K | $2.28M |
 | FSLY | 151K | $4.40M |
 | CLS | 71K | $19.94M |
 | PAM | 64K | $5.70M |
 | TLN | 56K | $17.81M |
 | PDD | 51K | $5.17M |
 | U | 49K | $1.07M |
 | CF | 42K | $5.41M |
 | TER | 27K | $8.09M |
 | AAPL | 23K | $5.91M |
 | VRT | 19K | $4.84M |
 | NVDA | 18K | $3.11M |
HUYA Inc.
HUYA
Shares Held
2.28M
Value
$7.51M
Lithium Argentina AG
LAR
Shares Held
1.86M
Value
$12.42M
Bentley Systems, Incorporated
BSY
Shares Held
793K
Value
$27.86M
Nu Holdings Ltd.
NU
Shares Held
675K
Value
$9.69M
Smithfield Foods, Inc.
SFD
Shares Held
275K
Value
$7.69M
Intel Corp.
INTC
Shares Held
226K
Value
$9.98M
Sociedad Química y Minera de Chile S.A.
SQM
Shares Held
190K
Value
$15.36M
EQT Corporation
EQT
Shares Held
177K
Value
$11.24M
LSB Industries, Inc.
LXU
Shares Held
153K
Value
$2.28M
Fastly, Inc.
FSLY
Shares Held
151K
Value
$4.40M
Celestica Inc.
CLS
Shares Held
71K
Value
$19.94M
Pampa Energía S.A.
PAM
Shares Held
64K
Value
$5.70M
Talen Energy Corporation
TLN
Shares Held
56K
Value
$17.81M
PDD Holdings Inc.
PDD
Shares Held
51K
Value
$5.17M
Unity Software Inc.
U
Shares Held
49K
Value
$1.07M
CF Industries Holdings, Inc.
CF
Shares Held
42K
Value
$5.41M
Teradyne, Inc.
TER
Shares Held
27K
Value
$8.09M
Apple Inc.
AAPL
Shares Held
23K
Value
$5.91M
Vertiv Holdings Co
VRT
Shares Held
19K
Value
$4.84M
NVIDIA Corporation
NVDA
Shares Held
18K
Value
$3.11M