Seldon Capital LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INTL EQUITY INDEX F | $30.06M | 10.4% |
| CELESTICA INCCLS | $27.68M | 9.6% |
| Talen Energy Corp | $26.56M | 9.2% |
| SOCIEDAD QUIMICA Y MINERA DE | $15.18M | 5.3% |
| VANGUARD INDEX FDS | $14.68M | 5.1% |
| ISHARES INC | $13.66M | 4.7% |
| Pampa Energy Inc.PAM | $12.58M | 4.4% |
| LITHIUM ARGENTINA AG | $11.99M | 4.2% |
| NU HLDGS LTD | $11.16M | 3.9% |
| VANGUARD WORLD FD | $10.05M | 3.5% |
| VANGUARD TAX-MANAGED FDS | $9.31M | 3.2% |
| Victoria's Secret & Co. | $8.45M | 2.9% |
| INTEL CORP | $8.34M | 2.9% |
| TERADYNE, INC | $7.23M | 2.5% |
| EQT Corp | $6.55M | 2.3% |
| Apple Inc. | $6.33M | 2.2% |
| FIRST CITIZENS BANCSHARES INC /DE | $5.79M | 2.0% |
| ISHARES TR | $5.58M | 1.9% |
| PDD Holdings Inc.PDD | $5.47M | 1.9% |
| GRAYSCALE BITCOIN TRUST ETF | $4.39M | 1.5% |
| Reddit, Inc. | $4.10M | 1.4% |
| MITSUBISHI UFJ FINANCIAL GROUP INCMUFG | $3.72M | 1.3% |
| Unity Software Inc. | $3.56M | 1.2% |
| NVIDIA Corp | $3.33M | 1.2% |
| Vertiv Holdings Co | $2.94M | 1.0% |
| SMITHFIELD FOODS INCSFD | $2.51M | 0.9% |
| MICROSOFT CORP | $2.48M | 0.9% |
| Alphabet Inc. | $2.42M | 0.8% |
| ISHARES TR | $2.21M | 0.8% |
| ISHARES INC | $1.75M | 0.6% |
| VANGUARD BD INDEX FDS | $1.60M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $1.46M | 0.5% |
| DBX ETF TR | $1.45M | 0.5% |
| Amazon.com Inc | $1.23M | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.16M | 0.4% |
| ISHARES TR | $935.9K | 0.3% |
| Meta Platforms Inc | $912.2K | 0.3% |
| AMERICAN CENTY ETF TR | $751.8K | 0.3% |
| Broadcom Inc. | $664.5K | 0.2% |
| Visa Inc | $524.7K | 0.2% |
| GRAYSCALE BITCOIN MINI TR ET | $512.0K | 0.2% |
| ISHARES TR | $489.0K | 0.2% |
| ORACLE CORP | $441.5K | 0.2% |
| ELI LILLY & Co | $434.2K | 0.2% |
| iShares MSCI UAE ETF | $427.6K | 0.1% |
| ACM Research Inc | $394.5K | 0.1% |
| SPDR SERIES TRUST | $362.9K | 0.1% |
| AMPHENOL CORP /DE | $360.6K | 0.1% |
| JOHNSON & JOHNSON | $354.5K | 0.1% |
| ANGLOGOLD ASHANTI PLC | $340.5K | 0.1% |