Titelia

Holdings of SELDON CAPITAL LP

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
60 in 4 countries
Top ten
58.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bentley Systems Inc 793,37427.9M $
2TALEN ENERGY CORP 55,80017.8M $
3Sociedad Quimica y Minera de Chile SA 189,80815.4M $
4Vanguard Total Stock Market ETF 43,79814.1M $
5EQT Corp 176,54911.2M $
6Vanguard World Fund 47,59310.7M $
7Vanguard Total World Stock ETF 75,54710.4M $
8Intel Corp 226,07110M $
9Vanguard FTSE Developed Markets ETF 149,0179.5M $
10Teradyne Inc 27,3008.1M $
11Smithfield Foods Inc 274,8377.7M $
12HUYA Inc 2,277,1127.5M $
13Apple Inc 23,2685.9M $
14Pampa Energia SA 64,4575.7M $
15iShares Core MSCI EAFE ETF 62,4255.7M $
16CF Industries Holdings Inc 41,6675.4M $
17PDD Holdings Inc 50,5595.2M $
18Vertiv Holdings Co 19,3324.8M $
19Fastly Inc 151,2654.4M $
20Ishares Inc 110,1214.4M $
21NVIDIA Corp 17,8403.1M $
22Grayscale Bitcoin Trust ETF 56,1003M $
23First Citizens BancShares Inc/NC 1,4342.7M $
24iShares Trust 31,0002.3M $
25LSB Industries Inc 153,3182.3M $
26Alphabet Inc 7,7202.2M $
27Microsoft Corp 5,1261.9M $
28iShares Core MSCI Emerging Markets ETF 26,0191.8M $
29Vanguard Total Bond Market ETF 21,5821.6M $
30Vanguard International Equity Index Funds 27,1481.5M $
31DBX ETF Trust 44,1061.4M $
32Taiwan Semiconductor Manufacturing Co Ltd 3,8231.3M $
33Amazon.com Inc 5,3201.1M $
34Unity Software Inc 48,9761.1M $
35iShares TIPS Bond ETF 8,515939.7K $
36Avantis International Small Cap Value ETF 8,000798.9K $
37Meta Platforms Inc 1,382790.7K $
38Broadcom Inc 1,920594.3K $
39Visa Inc 1,496452.2K $
40iShares Expanded Tech Sector ETF 3,786448.7K $
41Johnson & Johnson 1,713418.7K $
42iShares Core S&P Total U.S. Stock Market ETF 2,876409.6K $
43Grayscale Bitcoin Mini Trust E 13,221396.5K $
44Applied Materials Inc 1,125384.5K $
45SPDR Series Trust 4,068372.3K $
46Eli Lilly & Co 404371.6K $
47Victoria's Secret & Co 7,510348.2K $
48Walmart Inc 2,754342.3K $
49Amphenol Corp 2,668337.1K $
50Oracle Corp 2,265333.2K $
51Lam Research Corp 1,540329K $
52Home Depot Inc/The 825271.3K $
53Bank of America Corp 5,502268.2K $
54iShares Trust 11,600265.8K $
55Procter & Gamble Co/The 1,828264K $
56Costco Wholesale Corp 238237.2K $
57Mastercard Inc 454226.8K $
58Merck & Co Inc 1,873225.3K $
59Intuitive Surgical Inc 462213K $
60Mitsubishi UFJ Financial Group Inc 11,273191.3K $

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Sector breakdown

  • Technology 14.1 %
  • Energy 4.9 %
  • Consumer discretionary 2.9 %
  • Materials 2.4 %
  • Industrials 2.1 %
  • Financials 1.7 %
  • Communication 1.3 %
  • Health care 0.5 %
  • Funds 0.5 %
  • Consumer staples 0.4 %
  • Unattributed 69.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 87.2 %
  • Chile 6.7 %
  • Cayman Islands 5.5 %
  • Taiwan 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States56199.9M $87.20 %
2Chile115.4M $6.70 %
3Cayman Islands212.7M $5.53 %
4Taiwan11.3M $0.56 %
Cite this page

Titelia. "Holdings of SELDON CAPITAL LP". https://titelia.com/en/funds/US13F1867731