SELDON CAPITAL LP
Top Portfolio Positions
47 positions ·
$205,054,593 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BSY |
Bentley Systems Inc
Technology
|
793,374 | $27,863,294 | 13.59% | |
| CLS |
Celestica Inc
Technology
|
70,785 | $19,938,718 | 9.72% | |
| TLN |
Talen Energy Corp
Utilities
|
55,800 | $17,813,034 | 8.69% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
189,808 | $15,363,059 | 7.49% | |
| LAR |
Lithium Argentina AG
Basic Materials
|
1,858,689 | $12,416,042 | 6.05% | |
| EQT |
EQT Corp
Energy
|
176,549 | $11,235,578 | 5.48% | |
| INTC |
Intel Corp
Technology
|
226,071 | $9,976,513 | 4.87% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
674,553 | $9,693,326 | 4.73% | |
| TER |
Teradyne, Inc
Technology
|
27,300 | $8,093,358 | 3.95% | |
| SFD |
Smithfield Foods Inc
Consumer Defensive
|
274,837 | $7,687,190 | 3.75% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SQM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,363,059 | 189,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,181,201 | 220,657 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,307,662 | 216,558 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $463,480 | 12,747 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,377,190 | 33,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,409,501 | 34,589 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $240,238 | 3,009 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,684,813 | 40,604 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||