SELDON CAPITAL LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC SELDON CAPITAL LP | Institutional Filer | ▼ 5.83% | $272.0M | 65 |
Current Portfolio Holdings
Showing all 65 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BSY | Bentley Systems, Incorporated | Technology | 793K | $27.9M | 10.24% |
| 2 | CLS | Celestica Inc. | Technology | 71K | $19.9M | 7.33% |
| 3 | TLN | Talen Energy Corporation | Utilities | 56K | $17.8M | 6.55% |
| 4 | SQM | Sociedad Química y Minera de Chile S.A. | Basic Materials | 190K | $15.4M | 5.65% |
| 5 | VTI | VANGUARD INDEX FDS | — | 44K | $14.1M | 5.17% |
| 6 | LAR | Lithium Argentina AG | Basic Materials | 1.9M | $12.4M | 4.57% |
| 7 | EQT | EQT Corporation | Energy | 177K | $11.2M | 4.13% |
| 8 | VDC | VANGUARD WORLD FD | — | 48K | $10.7M | 3.93% |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | — | 76K | $10.4M | 3.84% |
| 10 | INTC | Intel Corporation | Technology | 226K | $10.0M | 3.67% |
| 11 | NU | Nu Holdings Ltd. | Financial Services | 675K | $9.7M | 3.56% |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | — | 149K | $9.5M | 3.51% |
| 13 | TER | Teradyne, Inc. | Technology | 27K | $8.1M | 2.98% |
| 14 | SFD | Smithfield Foods, Inc. | Consumer Defensive | 275K | $7.7M | 2.83% |
| 15 | HUYA | HUYA Inc. | Communication Services | 2.3M | $7.5M | 2.76% |
Showing 1 to 15 of 65 holdings