Filed: 8/14/2025ACC: 0001867731-25-000007
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $230.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$230.20M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$63.97M27.8%
TT WRLD ST ETF$27.39M11.9%
TOTAL STK MKT$16.44M7.1%
ORD SHS CL A$12.99M5.6%
SPONSORED ADS$11.06M4.8%
COM SHS$10.63M4.6%
CONSUM STP ETF$10.42M4.5%
Portfolio Concentration
Top 3$65.47M28.4%
4–10$78.09M33.9%
11–25$61.13M26.6%
Rest$25.50M11.1%
Top 3 weight
28.4%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
3.88M
shares
% of voting shares84.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
687.85K
shares
% of voting shares15.1%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 84.9% of voting shares
Institutional Holdings67
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares213.13K
TypeSH
Market value$27.39M
11.90%
Sole
137.59K
Shared
0.00
None
75.55K
TALEN ENERGY CORP
SOLEShares70.86K
TypeSH
Market value$20.61M
8.95%
Sole
70.86K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares111.94K
TypeSH
Market value$17.48M
7.59%
Sole
111.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.10K
TypeSH
Market value$16.44M
7.14%
Sole
0.00
Shared
0.00
None
54.10K
NU HLDGS LTD
SOLEShares946.65K
TypeSH
Market value$12.99M
5.64%
Sole
946.65K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares274.16K
TypeSH
Market value$10.63M
4.62%
Sole
274.16K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.42M
4.53%
Sole
0.00
Shared
0.00
None
47.59K
ISHARES INC
SOLEShares330.48K
TypeSH
Market value$10.39M
4.52%
Sole
330.48K
Shared
0.00
None
0.00
EQT CORP
SOLEShares149.62K
TypeSH
Market value$8.73M
3.79%
Sole
149.62K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$8.50M
3.69%
Sole
0.00
Shared
0.00
None
149.02K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares66.11K
TypeSH
Market value$5.61M
2.44%
Sole
66.11K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares129.32K
TypeSH
Market value$5.61M
2.44%
Sole
129.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$5.21M
2.26%
Sole
0.00
Shared
0.00
None
62.42K
PDD HOLDINGS INC
SOLEShares48.23K
TypeSH
Market value$5.05M
2.19%
Sole
48.23K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares33.40K
TypeSH
Market value$5.03M
2.18%
Sole
33.40K
Shared
0.00
None
0.00
KT CORP
SOLEShares236.01K
TypeSH
Market value$4.90M
2.13%
Sole
236.01K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$4.77M
2.07%
Sole
0.00
Shared
0.00
None
23.27K
LEXINFINTECH HLDGS LTD
SOLEShares657.69K
TypeSH
Market value$4.74M
2.06%
Sole
657.69K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares330.04K
TypeSH
Market value$4.53M
1.97%
Sole
330.04K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares25.22K
TypeSH
Market value$3.24M
1.41%
Sole
25.22K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$2.82M
1.22%
Sole
0.00
Shared
0.00
None
17.84K
FIRST CTZNS BANCSHARES INC N
SOLEShares1.43K
TypeSH
Market value$2.81M
1.22%
Sole
1.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.13K
TypeSH
Market value$2.55M
1.11%
Sole
0.00
Shared
0.00
None
5.13K
GRUPO FINANCIERO GALICIA S.A
SOLEShares45.64K
TypeSH
Market value$2.30M
1.00%
Sole
45.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31K
TypeSH
Market value$1.97M
0.85%
Sole
0.00
Shared
0.00
None
31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 213.13K | SH | $27.39M 11.90% | 137.59K | 0.00 | 75.55K |
TALEN ENERGY CORPSOLE | COM | 70.86K | SH | $20.61M 8.95% | 70.86K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 111.94K | SH | $17.48M 7.59% | 111.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.10K | SH | $16.44M 7.14% | 0.00 | 0.00 | 54.10K |
NU HLDGS LTDSOLE | ORD SHS CL A | 946.65K | SH | $12.99M 5.64% | 946.65K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 274.16K | SH | $10.63M 4.62% | 274.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.42M 4.53% | 0.00 | 0.00 | 47.59K |
ISHARES INCSOLE | MSCI CHILE ETF | 330.48K | SH | $10.39M 4.52% | 330.48K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 149.62K | SH | $8.73M 3.79% | 149.62K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $8.50M 3.69% | 0.00 | 0.00 | 149.02K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 66.11K | SH | $5.61M 2.44% | 66.11K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 129.32K | SH | $5.61M 2.44% | 129.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $5.21M 2.26% | 0.00 | 0.00 | 62.42K |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $5.05M 2.19% | 48.23K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 33.40K | SH | $5.03M 2.18% | 33.40K | 0.00 | 0.00 |
KT CORPSOLE | SPONSORED ADR | 236.01K | SH | $4.90M 2.13% | 236.01K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $4.77M 2.07% | 0.00 | 0.00 | 23.27K |
LEXINFINTECH HLDGS LTDSOLE | ADR | 657.69K | SH | $4.74M 2.06% | 657.69K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 330.04K | SH | $4.53M 1.97% | 330.04K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 25.22K | SH | $3.24M 1.41% | 25.22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $2.82M 1.22% | 0.00 | 0.00 | 17.84K |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 1.43K | SH | $2.81M 1.22% | 1.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.13K | SH | $2.55M 1.11% | 0.00 | 0.00 | 5.13K |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 45.64K | SH | $2.30M 1.00% | 45.64K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 31K | SH | $1.97M 0.85% | 0.00 | 0.00 | 31K |
Page 1 of 3