SELDON CAPITAL LP 13F Holdings

CIK 0001867731 · SAN FRANCISCO, CA

As of Sep 30, 2025, SELDON CAPITAL LP reported 70 positions worth $284.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TALEN ENERGY CORPTLNUtilities70,864$30.1M10.59%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVT—213,135$29.4M10.32%
CELESTICA INCCLSTechnology111,942$27.6M9.69%
VANGUARD TOTAL STOCK MKT ETFVTI—54,098 7.8M6.24%
ISHARES MSCI CHILE ETFECH—338,177 1.1M3.92%
NU HOLDINGS LTDNUFinancial Services666,652 0.7M3.75%
VANGUARD CONSUMER STAPLES INDEX FUNDVDC—47,593 0.2M3.57%
CHEMICAL & MINING CO OF CHILE INCSQMBasic Materials216,558$9.3M3.27%
VANGUARD TAX-MANAGED FUNDSVEA—149,017$8.9M3.14%
REDDIT INCRDDTCommunication Services33,400$7.7M2.70%
AMER SPORTS INCASConsumer Cyclical217,659$7.6M2.66%
ACM RESEARCH INCACMRTechnology193,242$7.6M2.66%
INTEL CORPINTCTechnology220,730$7.4M2.60%
PDD HOLDINGS INCPDDConsumer Cyclical49,476$6.5M2.30%
UNITY SOFTWARE INCUTechnology157,820$6.3M2.22%
LITHIUM ARGENTINA AGLARBasic Materials1,819,689$6.1M2.14%
GRAYSCALE BITCOIN TRUST ETFGBTC—66,107$5.9M2.09%
APPLE INCAAPLTechnology23,268$5.9M2.08%
EQT CORPEQTEnergy106,022$5.8M2.03%
ISHARES CORE MSCI EAFE ETFIEFA—62,425$5.5M1.92%
TERADYNE INCTERTechnology37,352$5.1M1.81%
KT CORPKTCommunication Services236,015$4.6M1.62%
VERTIV HOLDINGS COVRTIndustrials25,218$3.8M1.34%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGFinancial Services234,566$3.7M1.31%
NVIDIA CORPNVDATechnology17,840$3.3M1.17%