Filed: 11/14/2025ACC: 0001867731-25-000010
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $284.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$284.55M
Total AUM (reported)
6.20M
Total Shares
Allocation by class
COM$102.54M36.0%
TT WRLD ST ETF$29.37M10.3%
TOTAL STK MKT$17.75M6.2%
COM SHS$13.92M4.9%
SPONSORED ADS$12.08M4.2%
COM CL A$11.88M4.2%
CL A$11.85M4.2%
Portfolio Concentration
Top 3$87.09M30.6%
4–10$75.66M26.6%
11–25$85.16M29.9%
Rest$36.63M12.9%
Top 3 weight
30.6%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 6.20M
Sole
Full voting authority
5.51M
shares
% of voting shares88.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
689.52K
shares
% of voting shares11.1%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 88.9% of voting shares
Institutional Holdings70
Rows:
TALEN ENERGY CORP
SOLEShares70.86K
TypeSH
Market value$30.14M
10.59%
Sole
70.86K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares213.13K
TypeSH
Market value$29.37M
10.32%
Sole
137.59K
Shared
0.00
None
75.55K
CELESTICA INC
SOLEShares111.94K
TypeSH
Market value$27.58M
9.69%
Sole
111.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.10K
TypeSH
Market value$17.75M
6.24%
Sole
0.00
Shared
0.00
None
54.10K
ISHARES INC
SOLEShares338.18K
TypeSH
Market value$11.15M
3.92%
Sole
338.18K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares666.65K
TypeSH
Market value$10.67M
3.75%
Sole
666.65K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.17M
3.57%
Sole
0.00
Shared
0.00
None
47.59K
SOCIEDAD QUIMICA Y MINERA DE
SOLEShares216.56K
TypeSH
Market value$9.31M
3.27%
Sole
216.56K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$8.93M
3.14%
Sole
0.00
Shared
0.00
None
149.02K
REDDIT INC
SOLEShares33.40K
TypeSH
Market value$7.68M
2.70%
Sole
33.40K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares217.66K
TypeSH
Market value$7.56M
2.66%
Sole
217.66K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares193.24K
TypeSH
Market value$7.56M
2.66%
Sole
193.24K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares220.73K
TypeSH
Market value$7.41M
2.60%
Sole
220.73K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares49.48K
TypeSH
Market value$6.54M
2.30%
Sole
49.48K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares157.82K
TypeSH
Market value$6.32M
2.22%
Sole
157.82K
Shared
0.00
None
0.00
LITHIUM ARGENTINA AG
SOLEShares1.82M
TypeSH
Market value$6.08M
2.14%
Sole
1.82M
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares66.11K
TypeSH
Market value$5.93M
2.09%
Sole
66.11K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$5.92M
2.08%
Sole
0.00
Shared
0.00
None
23.27K
EQT CORP
SOLEShares106.02K
TypeSH
Market value$5.77M
2.03%
Sole
106.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$5.45M
1.92%
Sole
0.00
Shared
0.00
None
62.42K
TERADYNE INC
SOLEShares37.35K
TypeSH
Market value$5.14M
1.81%
Sole
37.35K
Shared
0.00
None
0.00
KT CORP
SOLEShares236.01K
TypeSH
Market value$4.60M
1.62%
Sole
236.01K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares25.22K
TypeSH
Market value$3.80M
1.34%
Sole
25.22K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares234.57K
TypeSH
Market value$3.74M
1.31%
Sole
234.57K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$3.33M
1.17%
Sole
0.00
Shared
0.00
None
17.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 70.86K | SH | $30.14M 10.59% | 70.86K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 213.13K | SH | $29.37M 10.32% | 137.59K | 0.00 | 75.55K |
CELESTICA INCSOLE | COM | 111.94K | SH | $27.58M 9.69% | 111.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.10K | SH | $17.75M 6.24% | 0.00 | 0.00 | 54.10K |
ISHARES INCSOLE | MSCI CHILE ETF | 338.18K | SH | $11.15M 3.92% | 338.18K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 666.65K | SH | $10.67M 3.75% | 666.65K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.17M 3.57% | 0.00 | 0.00 | 47.59K |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 216.56K | SH | $9.31M 3.27% | 216.56K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $8.93M 3.14% | 0.00 | 0.00 | 149.02K |
REDDIT INCSOLE | CL A | 33.40K | SH | $7.68M 2.70% | 33.40K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 217.66K | SH | $7.56M 2.66% | 217.66K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 193.24K | SH | $7.56M 2.66% | 193.24K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 220.73K | SH | $7.41M 2.60% | 220.73K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 49.48K | SH | $6.54M 2.30% | 49.48K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 157.82K | SH | $6.32M 2.22% | 157.82K | 0.00 | 0.00 |
LITHIUM ARGENTINA AGSOLE | COM SHS | 1.82M | SH | $6.08M 2.14% | 1.82M | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 66.11K | SH | $5.93M 2.09% | 66.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $5.92M 2.08% | 0.00 | 0.00 | 23.27K |
EQT CORPSOLE | COM | 106.02K | SH | $5.77M 2.03% | 106.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $5.45M 1.92% | 0.00 | 0.00 | 62.42K |
TERADYNE INCSOLE | COM | 37.35K | SH | $5.14M 1.81% | 37.35K | 0.00 | 0.00 |
KT CORPSOLE | SPONSORED ADR | 236.01K | SH | $4.60M 1.62% | 236.01K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 25.22K | SH | $3.80M 1.34% | 25.22K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 234.57K | SH | $3.74M 1.31% | 234.57K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $3.33M 1.17% | 0.00 | 0.00 | 17.84K |
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