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Seldon Capital LP

All holdings · as of Dec 31, 2025

65 positions

CompanyClassValueShares% of portfolio
FIDELITY MERRIMACK STR TR$329.1K6,5520.1%
Walmart Inc.$306.8K2,7540.1%
BANK OF AMERICA CORP /DE$302.6K5,5020.1%
APPLIED MATERIALS INC /DE$289.1K1,1250.1%
HOME DEPOT, INC.$283.9K8250.1%
iShares MSCI UAE ETF$267.1K11,6000.1%
LAM RESEARCH CORP$263.6K1,5400.1%
PROCTER & GAMBLE Co$262.0K1,8280.1%
Intuitive Surgical Inc$261.7K4620.1%
Mastercard Inc$259.2K4540.1%
INTUIT INC.$250.4K3780.1%
BANCO SANTANDER CHILE NEW$247.1K7,9430.1%
UNITEDHEALTH GROUP INC$226.8K6870.1%
CRH PUBLIC LTD CO$220.5K1,7670.1%
COSTCO WHOLESALE CORP /NEW$205.2K2380.1%
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