Seldon Capital LP
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Seldon Capital LP right now?
Seldon Capital LP's Q1 2026 13F-HR shows $272M deployed across 65 positions, with the top ten holdings representing roughly 55% of the portfolio. Bentley Systems anchors the book at 10.2% (793,374 shares), followed by Celestica at 7.3% and Talen Energy at 6.5%. Lithium Argentina (1,858,689 shares, 4.6%) and SQM (5.6%) together establish material exposure to lithium-related names. Three Vanguard ETFs — VTI, VDC, and VT — collectively account for approximately 12.9%, adding broad index ballast.
Notable quarter-over-quarter share increases include Smithfield Foods (+145%) and EQT Corp (+44%), per the filing's position-level disclosures. Reported quarterly alpha versus SPY has ranged from +13.9% to +35.7% over the prior four periods; past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Seldon Capital LP
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:08 UTC.