StockDriftsStockDriftsTop 50 Seldon Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSY | BENTLEY SYS INC | 10.24% | 793.4K | $27.9M | new | $36.64(-12.48%) | 2026-03-31 | |
| CLS | CELESTICA INC | 7.33% | 70.8K | $19.9M | -24.40%(-22.85K) | $26.90(+1232.90%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 6.55% | 55.8K | $17.8M | -21.26%(-15.06K) | $144.63(+131.10%) | 2026-03-31 | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 5.65% | 189.8K | $15.4M | -13.98%(-30.85K) | $39.99(+110.73%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.17% | 43.8K | $14.1M | +0.00%(+0) | $231.75(+56.52%) | 2026-03-31 | |
| LAR | LITHIUM ARGENTINA AG | 4.57% | 1.86M | $12.4M | -13.51%(-290.24K) | $2.98(+234.44%) | 2026-03-31 | |
| EQT | EQT CORP | 4.13% | 176.5K | $11.2M | +44.47%(+54.34K) | $49.79(+12.91%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 3.93% | 47.6K | $10.7M | +0.00%(+0) | $189.51(+22.03%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.84% | 75.5K | $10.4M | -64.55%(-137.59K) | $115.95(+32.40%) | 2026-03-31 | |
| INTC | INTEL CORP | 3.67% | 226.1K | $10.0M | +0.00%(+0) | $28.15(+286.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.11% | +125.36% |
| Top 20 Holdings Unweighted | +24.09% | +91.06% |
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