Long-term investor
Seldon Capital LP @seldoncapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001867731).
Record
- Tracked since 2025-06-30 (434 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months +12.3% · 1 year +28.6% · all +28.6%
- Max drawdown 0.0% · Sharpe 1.64 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- INTC · 9.9% · long · since 2025-09-30
- 15101Q207 · 8.1% · long · since 2025-06-30
- TLN · 6.7% · long · since 2025-06-30
- VRSN · 5.7% · long · since 2026-06-30
- 922908769 · 5.1% · long · since 2025-06-30
- LAR · 4.8% · long · since 2025-09-30
- 833635105 · 4.4% · long · since 2025-09-30
- TER · 4.1% · long · since 2025-09-30
- 922042742 · 3.7% · long · since 2025-06-30
- APP · 3.5% · long · since 2026-06-30
- 92204A207 · 3.4% · long · since 2025-06-30
- 921943858 · 3.3% · long · since 2025-06-30
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