Seldon Capital LP
Annual return '25
+38.2%
SPY '25
+17.7%
Alpha
+20.5ptsvs SPY
Invested
$272M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 51%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSY
BENTLEY SYS INC
Held since at least Q1 2024
10.2%
02
$CLS
CELESTICA INC
Held since at least Q1 2024
7.3%
03
$TLN
TALEN ENERGY CORP
Held since at least Q1 2024
6.5%
04
$SQM
SOCIEDAD QUIMICA Y MINERA DE
Held since at least Q1 2024
5.6%
05
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +7025.5% (686 → 48.9k shares)
5.2%
06
$LAR
LITHIUM ARGENTINA AG
Held since at least Q1 2024
4.6%
07
$EQT
EQT CORP
Held since at least Q1 2024
4.1%
08
$VDC
VANGUARD WORLD FD
Held since at least Q1 2024
3.9%
09
$VT
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
3.8%
10
$INTC
INTEL CORP
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.