Filed: 5/15/2025ACC: 0001867731-25-000005
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $158.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$158.89M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$53.38M33.6%
TOTAL STK MKT$14.87M9.4%
CL A$11.59M7.3%
CONSUM STP ETF$10.41M6.6%
TT WRLD ST ETF$8.76M5.5%
VAN FTSE DEV MKT$7.57M4.8%
SPONSORED ADS$7.08M4.5%
Portfolio Concentration
Top 3$48.67M30.6%
4–10$51.02M32.1%
11–25$43.81M27.6%
Rest$15.38M9.7%
Top 3 weight
30.6%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
1.93M
shares
% of voting shares74.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
674.48K
shares
% of voting shares25.9%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 74.1% of voting shares
Institutional Holdings58
Rows:
CELESTICA INC
SOLEShares220.96K
TypeSH
Market value$17.41M
10.96%
Sole
220.96K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares82.09K
TypeSH
Market value$16.39M
10.32%
Sole
82.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.10K
TypeSH
Market value$14.87M
9.36%
Sole
0.00
Shared
0.00
None
54.10K
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.41M
6.55%
Sole
0.00
Shared
0.00
None
47.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares75.55K
TypeSH
Market value$8.76M
5.51%
Sole
0.00
Shared
0.00
None
75.55K
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$7.57M
4.77%
Sole
0.00
Shared
0.00
None
149.02K
REDDIT INC
SOLEShares68.83K
TypeSH
Market value$7.22M
4.54%
Sole
68.83K
Shared
0.00
None
0.00
EQT CORP
SOLEShares115.63K
TypeSH
Market value$6.18M
3.89%
Sole
115.63K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares48.23K
TypeSH
Market value$5.71M
3.59%
Sole
48.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$5.17M
3.25%
Sole
0.00
Shared
0.00
None
23.27K
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$4.72M
2.97%
Sole
0.00
Shared
0.00
None
62.42K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares66.11K
TypeSH
Market value$4.31M
2.71%
Sole
66.11K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares406.15K
TypeSH
Market value$4.10M
2.58%
Sole
406.15K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares82.82K
TypeSH
Market value$3.72M
2.34%
Sole
82.82K
Shared
0.00
None
0.00
PAMPA ENERGIA S A
SOLEShares45.31K
TypeSH
Market value$3.50M
2.20%
Sole
45.31K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares1.79K
TypeSH
Market value$3.33M
2.09%
Sole
1.79K
Shared
0.00
None
0.00
TASKUS INC
SOLEShares231.57K
TypeSH
Market value$3.16M
1.99%
Sole
231.57K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares307.11K
TypeSH
Market value$3.14M
1.98%
Sole
307.11K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares39.58K
TypeSH
Market value$2.86M
1.80%
Sole
39.58K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares77.43K
TypeSH
Market value$2.31M
1.45%
Sole
77.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$1.93M
1.22%
Sole
0.00
Shared
0.00
None
17.84K
MICROSOFT CORP
SOLEShares5.13K
TypeSH
Market value$1.92M
1.21%
Sole
0.00
Shared
0.00
None
5.13K
ISHARES TR
SOLEShares31K
TypeSH
Market value$1.83M
1.15%
Sole
0.00
Shared
0.00
None
31K
VANGUARD BD INDEX FDS
SOLEShares21.58K
TypeSH
Market value$1.59M
1.00%
Sole
0.00
Shared
0.00
None
21.58K
ISHARES INC
SOLEShares26.02K
TypeSH
Market value$1.40M
0.88%
Sole
0.00
Shared
0.00
None
26.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CELESTICA INCSOLE | COM | 220.96K | SH | $17.41M 10.96% | 220.96K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 82.09K | SH | $16.39M 10.32% | 82.09K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.10K | SH | $14.87M 9.36% | 0.00 | 0.00 | 54.10K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.41M 6.55% | 0.00 | 0.00 | 47.59K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 75.55K | SH | $8.76M 5.51% | 0.00 | 0.00 | 75.55K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $7.57M 4.77% | 0.00 | 0.00 | 149.02K |
REDDIT INCSOLE | CL A | 68.83K | SH | $7.22M 4.54% | 68.83K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 115.63K | SH | $6.18M 3.89% | 115.63K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $5.71M 3.59% | 48.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $5.17M 3.25% | 0.00 | 0.00 | 23.27K |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $4.72M 2.97% | 0.00 | 0.00 | 62.42K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 66.11K | SH | $4.31M 2.71% | 66.11K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 406.15K | SH | $4.10M 2.58% | 406.15K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 82.82K | SH | $3.72M 2.34% | 82.82K | 0.00 | 0.00 |
PAMPA ENERGIA S ASOLE | SPONS ADR LVL I | 45.31K | SH | $3.50M 2.20% | 45.31K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 1.79K | SH | $3.33M 2.09% | 1.79K | 0.00 | 0.00 |
TASKUS INCSOLE | CLASS A COM | 231.57K | SH | $3.16M 1.99% | 231.57K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 307.11K | SH | $3.14M 1.98% | 307.11K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 39.58K | SH | $2.86M 1.80% | 39.58K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI CHILE ETF | 77.43K | SH | $2.31M 1.45% | 77.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $1.93M 1.22% | 0.00 | 0.00 | 17.84K |
MICROSOFT CORPSOLE | COM | 5.13K | SH | $1.92M 1.21% | 0.00 | 0.00 | 5.13K |
ISHARES TRSOLE | EAFE VALUE ETF | 31K | SH | $1.83M 1.15% | 0.00 | 0.00 | 31K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 21.58K | SH | $1.59M 1.00% | 0.00 | 0.00 | 21.58K |
ISHARES INCSOLE | CORE MSCI EMKT | 26.02K | SH | $1.40M 0.88% | 0.00 | 0.00 | 26.02K |
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