Seldon Capital LP holds a focused book of 65 stocks worth $272.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bentley Systems Inc-Class B and trimmed Celestica Inc. Their largest long position is Bentley Systems Inc-Class B at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1867731/holdings"
Use Arkolith to show SELDON CAPITAL LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bentley Sys Inc COM CL B | $27.9M | 793.4K | 10.2% | ▲New New position | |
| 2 | Celestica Inc COM | $19.9M | 70.8K | 7.3% | ▼−24% Reduced · −23K sh | |
| 3 | Talen Energy Corp COM | $17.8M | 55.8K | 6.5% | ▼−21% Reduced · −15K sh | |
| 4 | Sociedad Quimica Y Minera De SPON ADR SER B | $15.4M | 189.8K | 5.6% | ▼−14% Reduced · −31K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $14.1M | 43.8K | 5.2% | —Held | |
| 6 | Lithium Argentina AG COM SHS | $12.4M | 1.86M | 4.6% | ▼−14% Reduced · −290K sh | |
| 7 | Eqt Corp COM | $11.2M | 176.5K | 4.1% | ▲+44% Added · +54K sh | |
| 8 | Vanguard World FD CONSUM STP ETF | $10.7M | 47.6K | 3.9% | —Held | |
| 9 | Vanguard Intl Equity Index F TT WRLD ST ETF | $10.4M | 75.5K | 3.8% | ▼−65% Reduced · −138K sh | |
| 10 | Intel Corp COM | $10.0M | 226.1K | 3.7% | —Held | |
| 11 | Nu Hldgs Ltd ORD SHS CL A | $9.7M | 674.6K | 3.6% | ▲+1.2% Added · +8K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.5M | 149.0K | 3.5% | —Held | |
| 13 | Teradyne Inc COM | $8.1M | 27.3K | 3.0% | ▼−27% Reduced · −10K sh | |
| 14 | Smithfield Foods Inc COM | $7.7M | 274.8K | 2.8% | ▲+145% Added · +163K sh | |
| 15 | Huya Inc ADS REP SHS A | $7.5M | 2.28M | 2.8% | ▲New New position | |
| 16 | Apple Inc COM | $5.9M | 23.3K | 2.2% | —Held | |
| 17 | Pampa Energia Sa SPONS ADR LVL I | $5.7M | 64.5K | 2.1% | ▼−55% Reduced · −78K sh | |
| 18 | Ishares TR CORE MSCI EAFE | $5.7M | 62.4K | 2.1% | —Held | |
| 19 | CF Industries Hold COM | $5.4M | 41.7K | 2.0% | ▲New New position | |
| 20 | PDD Holdings Inc SPONSORED ADS | $5.2M | 50.6K | 1.9% | ▲+4.8% Added · +2K sh | |
| 21 | Vertiv Holdings Co COM CL A | $4.8M | 19.3K | 1.8% | ▲+6.6% Added · +1K sh | |
| 22 | Fastly Inc CL A | $4.4M | 151.3K | 1.6% | ▲New New position | |
| 23 | Ishares Inc MSCI CHILE ETF | $4.4M | 110.1K | 1.6% | ▼−67% Reduced · −228K sh | |
| 24 | Nvidia Corporation COM | $3.1M | 17.8K | 1.1% | —Held | |
| 25 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $3.0M | 56.1K | 1.1% | ▼−13% Reduced · −8K sh | |
| 26 | First CTZNS Bancshares Inc D CL A | $2.7M | 1.4K | 1.0% | ▼−47% Reduced · −1K sh | |
| 27 | Ishares TR EAFE VALUE ETF | $2.3M | 31.0K | 0.8% | —Held | |
| 28 | LSB Inds Inc COM | $2.3M | 153.3K | 0.8% | ▲New New position | |
| 29 | Alphabet Inc CAP STK CL A | $2.2M | 7.7K | 0.8% | —Held | |
| 30 | Microsoft Corp COM | $1.9M | 5.1K | 0.7% | —Held | |
| 31 | Ishares Inc CORE MSCI EMKT | $1.8M | 26.0K | 0.7% | —Held | |
| 32 | Vanguard BD Index FDS TOTAL BND MRKT | $1.6M | 21.6K | 0.6% | —Held | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.5M | 27.1K | 0.5% | —Held | |
| 34 | DBX ETF TR XTRACK HRVST CSI | $1.4M | 44.1K | 0.5% | —Held | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 3.8K | 0.5% | —Held | |
| 36 | Amazon Com Inc COM | $1.1M | 5.3K | 0.4% | —Held | |
| 37 | Unity Software Inc COM | $1.1M | 49.0K | 0.4% | ▼−39% Reduced · −32K sh | |
| 38 | Ishares TR TIPS BD ETF | $940K | 8.5K | 0.3% | —Held | |
| 39 | American Centy ETF TR INTL SMCP VLU | $799K | 8.0K | 0.3% | —Held | |
| 40 | Meta Platforms Inc CL A | $791K | 1.4K | 0.3% | —Held | |
| 41 | Broadcom Inc COM | $594K | 1.9K | 0.2% | —Held | |
| 42 | Visa Inc COM CL A | $452K | 1.5K | 0.2% | —Held | |
| 43 | Ishares TR EXPND TEC SC ETF | $449K | 3.8K | 0.2% | —Held | |
| 44 | Johnson & Johnson COM | $419K | 1.7K | 0.2% | —Held | |
| 45 | Ishares TR CORE S&P TTL STK | $410K | 2.9K | 0.2% | —Held | |
| 46 | Grayscale Bitcoin Mini TR Et SHS NEW | $396K | 13.2K | 0.1% | —Held | |
| 47 | Anglogold Ashanti PLC COM SHS | $389K | 4.0K | 0.1% | —Held | |
| 48 | Applied Matls Inc COM | $385K | 1.1K | 0.1% | —Held | |
| 49 | SPDR Series Trust STATE STREET SPD | $372K | 4.1K | 0.1% | —Held | |
| 50 | Eli Lilly & Co COM | $372K | 404 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.