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SELDON CAPITAL LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SELDON CAPITAL LP

报告期 2026-03-31 · CIK 0001867731

持仓数

65

前50大市值合计

$267.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BSY BENTLEY SYS INC

COM CL B

$27.9M

793,374

10.4%

CLS CELESTICA INC

COM

$19.9M

70,785

7.4%

TLN TALEN ENERGY CORP

COM

$17.8M

55,800

6.7%

SQM SOCIEDAD QUIMICA Y MINERA DE

SPON ADR SER B

$15.4M

189,808

5.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$14.1M

43,798

5.2%

— LITHIUM ARGENTINA AG

COM SHS

$12.4M

1,858,689

4.6%

EQT EQT CORP

COM

$11.2M

176,549

4.2%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$10.7M

47,593

4.0%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$10.4M

75,547

3.9%

INTC INTEL CORP

COM

$10.0M

226,071

3.7%

NU NU HLDGS LTD

ORD SHS CL A

$9.7M

674,553

3.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$9.5M

149,017

3.6%

TER TERADYNE INC

COM

$8.1M

27,300

3.0%

SFD SMITHFIELD FOODS INC

COM

$7.7M

274,837

2.9%

HUYA HUYA INC

ADS REP SHS A

$7.5M

2,277,112

2.8%

AAPL APPLE INC

COM

$5.9M

23,268

2.2%

PAM PAMPA ENERGIA SA

SPONS ADR LVL I

$5.7M

64,457

2.1%

IEFA ISHARES TR

CORE MSCI EAFE

$5.7M

62,425

2.1%

CF CF INDUSTRIES HOLD

COM

$5.4M

41,667

2.0%

PDD PDD HOLDINGS INC

SPONSORED ADS

$5.2M

50,559

1.9%

VRT VERTIV HOLDINGS CO

COM CL A

$4.8M

19,332

1.8%

FSLY FASTLY INC

CL A

$4.4M

151,265

1.6%

ECH ISHARES INC

MSCI CHILE ETF

$4.4M

110,121

1.6%

NVDA NVIDIA CORPORATION

COM

$3.1M

17,840

1.2%

GBTC GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT

$3.0M

56,100

1.1%

FCNCA FIRST CTZNS BANCSHARES INC D

CL A

$2.7M

1,434

1.0%

EFV ISHARES TR

EAFE VALUE ETF

$2.3M

31,000

0.9%

LXU LSB INDS INC

COM

$2.3M

153,318

0.9%

GOOGL ALPHABET INC

CAP STK CL A

$2.2M

7,720

0.8%

MSFT MICROSOFT CORP

COM

$1.9M

5,126

0.7%

IEMG ISHARES INC

CORE MSCI EMKT

$1.8M

26,019

0.7%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.6M

21,582

0.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.5M

27,148

0.5%

ASHR DBX ETF TR

XTRACK HRVST CSI

$1.4M

44,106

0.5%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.3M

3,823

0.5%

AMZN AMAZON COM INC

COM

$1.1M

5,320

0.4%

U UNITY SOFTWARE INC

COM

$1.1M

48,976

0.4%

TIP ISHARES TR

TIPS BD ETF

$939.7K

8,515

0.4%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$798.9K

8,000

0.3%

META META PLATFORMS INC

CL A

$790.7K

1,382

0.3%

AVGO BROADCOM INC

COM

$594.3K

1,920

0.2%

V VISA INC

COM CL A

$452.2K

1,496

0.2%

IGM ISHARES TR

EXPND TEC SC ETF

$448.7K

3,786

0.2%

JNJ JOHNSON & JOHNSON

COM

$418.7K

1,713

0.2%

ITOT ISHARES TR

CORE S&P TTL STK

$409.6K

2,876

0.2%

BTC GRAYSCALE BITCOIN MINI TR ET

SHS NEW

$396.5K

13,221

0.1%

— ANGLOGOLD ASHANTI PLC

COM SHS

$388.8K

3,993

0.1%

AMAT APPLIED MATLS INC

COM

$384.5K

1,125

0.1%

CWB SPDR SERIES TRUST

STATE STREET SPD

$372.3K

4,068

0.1%

LLY ELI LILLY & CO

COM

$371.6K

404

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

BSY10.4%CLS7.4%TLN6.7%SQM5.7%VTI5.2%LITHIUM ARGENTINA AG4.6%