The Analysis of SELDON CAPITAL LP's Holdings


Currently, SELDON CAPITAL LP holds 65 types of securities in its portfolio with a total value $288.8M. In the most recent quarter, they have increased their positions in PAM (+142.2K shares, valued at $12.6M), VSCO (+155.9K shares, valued at $8.4M), N/A (+1.3K shares, valued at $2.7M); decreased their positions in ACMR (-183.2K shares, valued at $7.2M), N/A (-18.3K shares, valued at $5.4M), RDDT (-15.6K shares, valued at $3.6M); initiated new positions in PAM (+142.2K shares, valued at $12.6M), VSCO (+155.9K shares, valued at $8.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VT VANGUARD INTL EQUITY INDEX F213.1K shares0.00%2025-12-312026-02-17history
CELESTICA INC CELESTICA INC93.6K shares-16.35%2025-12-312026-02-17history
TLN TALEN ENERGY CORP70.9K shares0.00%2025-12-312026-02-17history
SQM SOCIEDAD QUIMICA Y MINERA DE220.7K shares1.89%2025-12-312026-02-17history
VTI VANGUARD INDEX FDS43.8K shares-19.04%2025-12-312026-02-17history
ECH ISHARES INC338.2K shares0.00%2025-12-312026-02-17history
PAM PAMPA ENERGIA S A142.2K sharesnew addition2025-12-312026-02-17history
LITHIUM ARGENTINA AG LITHIUM ARGENTINA AG2.1M shares18.09%2025-12-312026-02-17history
Sponsored
NU NU HLDGS LTD666.7K shares0.00%2025-12-312026-02-17history
VDC VANGUARD WORLD FD47.6K shares0.00%2025-12-312026-02-17history
VEA VANGUARD TAX-MANAGED FDS149.0K shares0.00%2025-12-312026-02-17history
VSCO VICTORIAS SECRET AND CO155.9K sharesnew addition2025-12-312026-02-17history
INTC INTEL CORP226.1K shares2.42%2025-12-312026-02-17history
TER TERADYNE INC37.4K shares0.00%2025-12-312026-02-17history
EQT CORP EQT CORP122.2K shares15.26%2025-12-312026-02-17history
AAPL APPLE INC23.3K shares0.00%2025-12-312026-02-17history
Sponsored
FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D2.7K shares88.15%2025-12-312026-02-17history
IEFA ISHARES TR62.4K shares0.00%2025-12-312026-02-17history
PDD PDD HOLDINGS INC48.2K shares-2.53%2025-12-312026-02-17history
GBTC GRAYSCALE BITCOIN TRUST ETF64.2K shares-2.87%2025-12-312026-02-17history
RDDT REDDIT INC17.8K shares-46.58%2025-12-312026-02-17history
MUFG MITSUBISHI UFJ FINL GROUP IN234.6K shares0.00%2025-12-312026-02-17history
U UNITY SOFTWARE INC80.6K shares-48.92%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION17.8K shares0.00%2025-12-312026-02-17history
Sponsored
VRT VERTIV HOLDINGS CO18.1K shares-28.11%2025-12-312026-02-17history
SMITHFIELD FOODS INC SMITHFIELD FOODS INC112.2K shares57.42%2025-12-312026-02-17history
MSFT MICROSOFT CORP5.1K shares0.00%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC7.7K shares0.00%2025-12-312026-02-17history
EFV ISHARES TR31.0K shares0.00%2025-12-312026-02-17history
IEMG ISHARES INC26.0K shares0.00%2025-12-312026-02-17history
BND VANGUARD BD INDEX FDS21.6K shares0.00%2025-12-312026-02-17history
VWO VANGUARD INTL EQUITY INDEX F27.1K shares0.00%2025-12-312026-02-17history
Sponsored
ASHR DBX ETF TR44.1K shares0.00%2025-12-312026-02-17history
AMZN AMAZON COM INC5.3K shares0.00%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.8K shares0.00%2025-12-312026-02-17history
TIP ISHARES TR8.5K shares0.00%2025-12-312026-02-17history
META META PLATFORMS INC1.4K shares0.00%2025-12-312026-02-17history
AVDV AMERICAN CENTY ETF TR8.0K shares0.00%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC1.9K shares0.00%2025-12-312026-02-17history
V VISA INC1.5K shares0.00%2025-12-312026-02-17history
Sponsored
GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET13.2K shares0.00%2025-12-312026-02-17history
IGM ISHARES TR3.8K shares0.00%2025-12-312026-02-17history
ORCL ORACLE CORP2.3K shares0.00%2025-12-312026-02-17history
LLY ELI LILLY & CO404 shares0.00%2025-12-312026-02-17history
ITOT ISHARES TR2.9K shares0.00%2025-12-312026-02-17history
ACMR ACM RESH INC10.0K shares-94.83%2025-12-312026-02-17history
CWB SPDR SERIES TRUST4.1K shares0.00%2025-12-312026-02-17history
APH AMPHENOL CORP NEW2.7K shares0.00%2025-12-312026-02-17history
Sponsored
JNJ JOHNSON & JOHNSON1.7K shares0.00%2025-12-312026-02-17history
ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.0K shares0.00%2025-12-312026-02-17history
FLDR FIDELITY MERRIMACK STR TR6.6K shares-18.86%2025-12-312026-02-17history
WMT WALMART INC2.8K shares0.00%2025-12-312026-02-17history
BAC BANK AMERICA CORP5.5K shares0.00%2025-12-312026-02-17history
AMAT APPLIED MATLS INC1.1K shares0.00%2025-12-312026-02-17history
HD HOME DEPOT INC825 shares0.00%2025-12-312026-02-17history
GOVT ISHARES TR11.6K shares0.00%2025-12-312026-02-17history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares0.00%2025-12-312026-02-17history
PG PROCTER AND GAMBLE CO1.8K shares0.00%2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC462 shares0.00%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED454 shares0.00%2025-12-312026-02-17history
INTU INTUIT378 shares0.00%2025-12-312026-02-17history
BSAC BANCO SANTANDER CHILE NEW7.9K shares0.00%2025-12-312026-02-17history
UNH UNITEDHEALTH GROUP INC687 shares0.00%2025-12-312026-02-17history
CRH PLC CRH PLC1.8K shares0.00%2025-12-312026-02-17history
Sponsored
COST COSTCO WHSL CORP NEW238 shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available