Seldon Capital LP - Q12026 Holdings

Seldon Capital LP holds 65 stocks with a total portfolio value of $ 272M as of Q12026. In Q12026, Seldon Capital LP added 6 new positions, increased stakes in 5 stocks, reduced 13 holdings, and fully exited 6 positions. The largest holding is Bentley Sys Inc (BSY), representing 10.24% of the total portfolio.