Matthew Fong

Seldon Capital Lp

Assets Managed

$272.003M

Holdings

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

-5.83%(2Q avg: -2.16%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seldon Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Seldon Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.003M in assets, with a quarterly growth rate of -5.83% and a 2-quarter average growth rate of -2.16%. The portfolio is managed by Matthew Fong, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BSY Bentley Systems Inc-class B Recent Activity New Position	10.25%	$27.863M 793,374 shares@ $35.13 avg price	New Position
CLS Celestica Inc Recent Activity Decreased -24.4%	7.34%	$19.939M 70,785 shares@ $281.69 avg price	Decreased -24.4%
TLN Talen Energy Corp Recent Activity Decreased -21.25%	6.55%	$17.813M 55,800 shares@ $319.23 avg price	Decreased -21.25%
SQM Quimica Y Minera Chil-sp Adr Recent Activity Decreased -13.98%	5.65%	$15.363M 189,808 shares@ $80.95 avg price	Decreased -13.98%
VTI Vanguard Total Stock Mkt Etf Recent Activity	5.17%	$14.051M 43,798 shares@ $320.81 avg price
LAR Lithium Argentina Ag Recent Activity Decreased -13.5%	4.57%	$12.417M 1.859M shares@ $6.69 avg price	Decreased -13.5%
EQT Eqt Corp Recent Activity Increased 44.48%	4.14%	$11.236M 176,549 shares@ $63.64 avg price	Increased 44.48%
VDC Vanguard Consumer Staple Etf Recent Activity	3.93%	$10.689M 47,593 shares@ $224.6 avg price
VT Vanguard Tot World Stk Etf Recent Activity Decreased -64.55%	3.85%	$10.45M 75,547 shares@ $138.32 avg price	Decreased -64.55%
INTC Intel Corp Recent Activity	3.67%	$9.977M 226,071 shares@ $44.13 avg price

1-10 of 65