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SELDON CAPITAL LP 13F portfolio summary

SELDON CAPITAL LP of SELDON CAPITAL LP has 65 current stock holdings with a reported portfolio value of $272.0M. The portfolio 1 year return is +51.32%. Top holdings include BSY (10.24%), CLS (7.33%), TLN (6.55%), SQM (5.65%), VTI (5.17%).

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SELDON CAPITAL LP

SELDON CAPITAL LP
Latest filing: 2026-03-31

SELDON CAPITAL LP runs SELDON CAPITAL LP and currently holds 65 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $272.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SELDON CAPITAL LP ranks #173 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SELDON CAPITAL LP's portfolio at SELDON CAPITAL LP has delivered returns of +51.32%. Their 3-year annualized return is +137.75%. Looking at the 5-year horizon, SELDON CAPITAL LP has achieved +102.87% annualized returns at SELDON CAPITAL LP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+51.32%
#167/1000
3 Year
+137.75%
#123/1000
5 Year
+102.87%
#240/1000

Portfolio Value

$272.00M

Alpha Score

92.7

#173 of 1000

Holdings

65

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change