Filed: 2/17/2026ACC: 0001867731-26-000002
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $288.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$288.85M
Total AUM (reported)
5.64M
Total Shares
Allocation by class
COM$99.81M34.6%
TT WRLD ST ETF$30.06M10.4%
SPON ADR SER B$15.18M5.3%
TOTAL STK MKT$14.68M5.1%
MSCI CHILE ETF$13.66M4.7%
SPONS ADR LVL I$12.58M4.4%
COM SHS$12.33M4.3%
Portfolio Concentration
Top 3$84.31M29.2%
4–10$89.31M30.9%
11–25$85.08M29.5%
Rest$30.14M10.4%
Top 3 weight
29.2%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 5.64M
Sole
Full voting authority
4.97M
shares
% of voting shares88.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
670.13K
shares
% of voting shares11.9%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 88.1% of voting shares
Institutional Holdings65
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares213.13K
TypeSH
Market value$30.06M
10.41%
Sole
137.59K
Shared
0.00
None
75.55K
CELESTICA INC
SOLEShares93.64K
TypeSH
Market value$27.68M
9.58%
Sole
93.64K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares70.86K
TypeSH
Market value$26.56M
9.20%
Sole
70.86K
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
SOLEShares220.66K
TypeSH
Market value$15.18M
5.26%
Sole
220.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.80K
TypeSH
Market value$14.68M
5.08%
Sole
0.00
Shared
0.00
None
43.80K
ISHARES INC
SOLEShares338.18K
TypeSH
Market value$13.66M
4.73%
Sole
338.18K
Shared
0.00
None
0.00
PAMPA ENERGIA S A
SOLEShares142.15K
TypeSH
Market value$12.58M
4.36%
Sole
142.15K
Shared
0.00
None
0.00
LITHIUM ARGENTINA AG
SOLEShares2.15M
TypeSH
Market value$11.99M
4.15%
Sole
2.15M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares666.65K
TypeSH
Market value$11.16M
3.86%
Sole
666.65K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares47.59K
TypeSH
Market value$10.05M
3.48%
Sole
0.00
Shared
0.00
None
47.59K
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$9.31M
3.22%
Sole
0.00
Shared
0.00
None
149.02K
VICTORIAS SECRET AND CO
SOLEShares155.95K
TypeSH
Market value$8.45M
2.92%
Sole
155.95K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares226.07K
TypeSH
Market value$8.34M
2.89%
Sole
226.07K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares37.35K
TypeSH
Market value$7.23M
2.50%
Sole
37.35K
Shared
0.00
None
0.00
EQT CORP
SOLEShares122.20K
TypeSH
Market value$6.55M
2.27%
Sole
122.20K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$6.33M
2.19%
Sole
0.00
Shared
0.00
None
23.27K
FIRST CTZNS BANCSHARES INC D
SOLEShares2.70K
TypeSH
Market value$5.79M
2.00%
Sole
2.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$5.58M
1.93%
Sole
0.00
Shared
0.00
None
62.42K
PDD HOLDINGS INC
SOLEShares48.23K
TypeSH
Market value$5.47M
1.89%
Sole
48.23K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares64.21K
TypeSH
Market value$4.39M
1.52%
Sole
64.21K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares17.84K
TypeSH
Market value$4.10M
1.42%
Sole
17.84K
Shared
0.00
None
0.00
MITSUBISHI UFJ FINL GROUP IN
SOLEShares234.57K
TypeSH
Market value$3.72M
1.29%
Sole
234.57K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares80.62K
TypeSH
Market value$3.56M
1.23%
Sole
80.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$3.33M
1.15%
Sole
0.00
Shared
0.00
None
17.84K
VERTIV HOLDINGS CO
SOLEShares18.13K
TypeSH
Market value$2.94M
1.02%
Sole
18.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 213.13K | SH | $30.06M 10.41% | 137.59K | 0.00 | 75.55K |
CELESTICA INCSOLE | COM | 93.64K | SH | $27.68M 9.58% | 93.64K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 70.86K | SH | $26.56M 9.20% | 70.86K | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 220.66K | SH | $15.18M 5.26% | 220.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.80K | SH | $14.68M 5.08% | 0.00 | 0.00 | 43.80K |
ISHARES INCSOLE | MSCI CHILE ETF | 338.18K | SH | $13.66M 4.73% | 338.18K | 0.00 | 0.00 |
PAMPA ENERGIA S ASOLE | SPONS ADR LVL I | 142.15K | SH | $12.58M 4.36% | 142.15K | 0.00 | 0.00 |
LITHIUM ARGENTINA AGSOLE | COM SHS | 2.15M | SH | $11.99M 4.15% | 2.15M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 666.65K | SH | $11.16M 3.86% | 666.65K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.05M 3.48% | 0.00 | 0.00 | 47.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $9.31M 3.22% | 0.00 | 0.00 | 149.02K |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 155.95K | SH | $8.45M 2.92% | 155.95K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 226.07K | SH | $8.34M 2.89% | 226.07K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 37.35K | SH | $7.23M 2.50% | 37.35K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 122.20K | SH | $6.55M 2.27% | 122.20K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $6.33M 2.19% | 0.00 | 0.00 | 23.27K |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 2.70K | SH | $5.79M 2.00% | 2.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $5.58M 1.93% | 0.00 | 0.00 | 62.42K |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $5.47M 1.89% | 48.23K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 64.21K | SH | $4.39M 1.52% | 64.21K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 17.84K | SH | $4.10M 1.42% | 17.84K | 0.00 | 0.00 |
MITSUBISHI UFJ FINL GROUP INSOLE | SPONSORED ADS | 234.57K | SH | $3.72M 1.29% | 234.57K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 80.62K | SH | $3.56M 1.23% | 80.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $3.33M 1.15% | 0.00 | 0.00 | 17.84K |
VERTIV HOLDINGS COSOLE | COM CL A | 18.13K | SH | $2.94M 1.02% | 18.13K | 0.00 | 0.00 |
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