SELDON CAPITAL LP

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$272,003
Net value change ($000)
-16,844 (-5.8%)
New positions
6
Sold out positions
6
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSY 27,863 NEW
HUYA 7,514 NEW
CF 5,410 NEW
SFD 5,182 206.9%
EQT 4,686 71.5%
FSLY 4,396 NEW
LXU 2,284 NEW
VRT 1,907 64.9%
INTC 1,635 19.6%
TER 863 11.9%
Top Reduces (Value $000, Stocks/ETFs)
VT -19,615 -65.2%
ECH -9,284 -68.0%
TLN -8,750 -32.9%
VSCO -8,100 -95.9%
CLS -7,741 -28.0%
PAM -6,878 -54.7%
RDDT -4,102 -100.0%
MUFG -3,529 -94.9%
FCNCA -3,087 -53.3%
U -2,486 -69.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type