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Hedge Funds Similar to SELDON

13F Portfolio OverlapQ2 2026SELDON portfolio →
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Most similar hedge funds by 13F overlap

SELDON CAPITAL LP is an institutional investor managing $320M across 74 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SELDON are Blue Grotto, Sachem Head, Nishkama, with shared positions in $TLN, $VRSN, $MKSI, $CIB, $STM, $TWLO. The full ranking of 25 similar funds is below.

#1Blue Grotto Capital, LLCActive
Notable overlap · 4 shared positions
$TLN$VRSN$MKSI$CIB
$1.2B
29 positions
#2Sachem Head Capital Management LPActive
Notable overlap · 4 shared positions
$TLN$MKSI$STM$TWLO
$4.8B
19 positions
#3Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$VRSN$STM$VECO$APP$TWLO
$3.2B
61 positions
#4LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$TER$APP$NU
$16.4B
34 positions
#5DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$APP$NU$VRT$TWLO
$220M
35 positions
#6General Equity Holdings LPActive
Notable overlap · 3 shared positions
$APP$NU$U
$167M
13 positions
#7Metavasi Capital LPActive
Notable overlap · 3 shared positions
$APP$NU$U
$287M
25 positions
#8Alta Park Capital, LPActive
Notable overlap · 3 shared positions
$TER$NU$STM
$1.1B
27 positions
#9Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$TER$VRT$MKSI$STM
$703M
25 positions
#10Hiddenite Capital Partners LPActive
Notable overlap · 3 shared positions
$APP$NU$MKSI
$1.2B
38 positions
#11No Street GP LPActive
Notable overlap · 4 shared positions
$APP$U$CROX$TWLO
$1.7B
32 positions
#12Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$CLS$APP$MKSI$TWLO
$12.5B
35 positions
#13WT Asset Management LtdActive
Some overlap · 4 shared positions
$TER$APP$STM$U
$5.1B
29 positions
#14Aspex Management (HK) LtdActive
Some overlap · 3 shared positions
$TER$NU$MKSI
$8.9B
27 positions
#15SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$NU$TGT
$777M
126 positions
#16Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$APP$VRT$TER
$381M
108 positions
#17PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$APP$VRT$CLS
$174M
92 positions
#18BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$APP$NU$PDD
$110.2B
273 positions
#19BARINGS LLCSmart money
Some overlap · 3 shared positions
$DOV$PDD$NU
$5.6B
191 positions
#20Incline Global Management LLCActive
Some overlap · 3 shared positions
$TLN$VRT$STM
$357M
20 positions
#21Zweig-DiMenna Associates LLCActive
Some overlap · 3 shared positions
$APP$VRT$TER
$1.1B
70 positions
#22Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$TER$VRT$STM
$132M
45 positions
#23Kora Management LPSmart money
Some overlap · 3 shared positions
$NU$U$PDD
$843M
10 positions
#24MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$CLS$VRT$TLN$STM
$5.5B
86 positions
#25GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APP$VRT$TWLO
$363M
43 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.