Back to SELDON CAPITAL LP

Seldon Capital LP

All holdings · as of Dec 31, 2025

65 positions

CompanyClassValueShares% of portfolio
COSTCO WHOLESALE CORP /NEW$205.2K2380.1%
CRH PUBLIC LTD CO$220.5K1,7670.1%
UNITEDHEALTH GROUP INC$226.8K6870.1%
BANCO SANTANDER CHILE NEW$247.1K7,9430.1%
INTUIT INC.$250.4K3780.1%
Mastercard Inc$259.2K4540.1%
Intuitive Surgical Inc$261.7K4620.1%
PROCTER & GAMBLE Co$262.0K1,8280.1%
LAM RESEARCH CORP$263.6K1,5400.1%
iShares MSCI UAE ETF$267.1K11,6000.1%
HOME DEPOT, INC.$283.9K8250.1%
APPLIED MATERIALS INC /DE$289.1K1,1250.1%
BANK OF AMERICA CORP /DE$302.6K5,5020.1%
Walmart Inc.$306.8K2,7540.1%
FIDELITY MERRIMACK STR TR$329.1K6,5520.1%
ANGLOGOLD ASHANTI PLC$340.5K3,9930.1%
JOHNSON & JOHNSON$354.5K1,7130.1%
AMPHENOL CORP /DE$360.6K2,6680.1%
SPDR SERIES TRUST$362.9K4,0680.1%
ACM Research Inc$394.5K10,0000.1%
iShares MSCI UAE ETF$427.6K2,8760.1%
ELI LILLY & Co$434.2K4040.2%
ORACLE CORP$441.5K2,2650.2%
ISHARES TR$489.0K3,7860.2%
GRAYSCALE BITCOIN MINI TR ET$512.0K13,2210.2%
Visa Inc$524.7K1,4960.2%
Broadcom Inc.$664.5K1,9200.2%
AMERICAN CENTY ETF TR$751.8K8,0000.3%
Meta Platforms Inc$912.2K1,3820.3%
ISHARES TR$935.9K8,5150.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.16M3,8230.4%
Amazon.com Inc$1.23M5,3200.4%
DBX ETF TR$1.45M44,1060.5%
VANGUARD INTL EQUITY INDEX F$1.46M27,1480.5%
VANGUARD BD INDEX FDS$1.60M21,5820.6%
ISHARES INC$1.75M26,0190.6%
ISHARES TR$2.21M31,0000.8%
Alphabet Inc.$2.42M7,7200.8%
MICROSOFT CORP$2.48M5,1260.9%
SMITHFIELD FOODS INCSFDCommon Stock$2.51M112,1990.9%
Vertiv Holdings Co$2.94M18,1281.0%
NVIDIA Corp$3.33M17,8401.2%
Unity Software Inc.$3.56M80,6201.2%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$3.72M234,5661.3%
Reddit, Inc.$4.10M17,8431.4%
GRAYSCALE BITCOIN TRUST ETF$4.39M64,2071.5%
PDD Holdings Inc.PDDADR$5.47M48,2261.9%
ISHARES TR$5.58M62,4251.9%
FIRST CITIZENS BANCSHARES INC /DE$5.79M2,6982.0%
Apple Inc.$6.33M23,2682.2%
← PrevPage 1 of 2Next →