13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001867731-25-000007
Total Value
$230.2M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 922042742 | 213,135 | $27.4M | 11.90% |
| 2 | TALEN ENERGY CORP | TLN | 70,864 | $20.6M | 8.95% |
| 3 | CELESTICA INC | CLS | 111,942 | $17.5M | 7.59% |
| 4 | VANGUARD INDEX FDS | 922908769 | 54,098 | $16.4M | 7.14% |
| 5 | NU HLDGS LTD | NU | 946,652 | $13.0M | 5.64% |
| 6 | AMER SPORTS INC | AS | 274,156 | $10.6M | 4.62% |
| 7 | VANGUARD WORLD FD | 92204A207 | 47,593 | $10.4M | 4.53% |
| 8 | ISHARES INC | 464286640 | 330,477 | $10.4M | 4.52% |
| 9 | EQT CORP | EQT | 149,622 | $8.7M | 3.79% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $8.5M | 3.69% |
| 11 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 66,107 | $5.6M | 2.44% |
| 12 | QIFU TECHNOLOGY INC | QFNHF | 129,317 | $5.6M | 2.44% |
| 13 | ISHARES TR | 46432F842 | 62,425 | $5.2M | 2.26% |
| 14 | PDD HOLDINGS INC | PDD | 48,226 | $5.0M | 2.19% |
| 15 | REDDIT INC | RDDT | 33,400 | $5.0M | 2.18% |
| 16 | KT CORP | KT | 236,015 | $4.9M | 2.13% |
| 17 | APPLE INC | AAPL | 23,268 | $4.8M | 2.07% |
| 18 | LEXINFINTECH HLDGS LTD | LX | 657,686 | $4.7M | 2.06% |
| 19 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 330,036 | $4.5M | 1.97% |
| 20 | VERTIV HOLDINGS CO | VRT | 25,218 | $3.2M | 1.41% |
| 21 | NVIDIA CORPORATION | NVDA | 17,840 | $2.8M | 1.22% |
| 22 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,434 | $2.8M | 1.22% |
| 23 | MICROSOFT CORP | MSFT | 5,126 | $2.5M | 1.11% |
| 24 | GRUPO FINANCIERO GALICIA S.A | GGAL | 45,636 | $2.3M | 1.00% |
| 25 | ISHARES TR | 464288877 | 31,000 | $2.0M | 0.85% |
| 26 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 0.69% |
| 27 | ISHARES INC | 46434G103 | 26,019 | $1.6M | 0.68% |
| 28 | SMITHFIELD FOODS INC | SFD | 66,274 | $1.6M | 0.68% |
| 29 | TASKUS INC | TASK | 91,945 | $1.5M | 0.67% |
| 30 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 92,885 | $1.4M | 0.61% |
| 31 | ALPHABET INC | GOOG | 7,720 | $1.4M | 0.59% |
| 32 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.3M | 0.58% |
| 33 | DBX ETF TR | 233051879 | 44,106 | $1.2M | 0.53% |
| 34 | AMAZON COM INC | AMZN | 5,320 | $1.2M | 0.51% |
| 35 | META PLATFORMS INC | META | 1,382 | $1.0M | 0.44% |
| 36 | ISHARES TR | 464287176 | 8,515 | $936,991 | 0.41% |
| 37 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $865,871 | 0.38% |
| 38 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $634,240 | 0.28% |
| 39 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 13,221 | $631,303 | 0.27% |
| 40 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 12,927 | $618,040 | 0.27% |
| 41 | VISA INC | V | 1,496 | $531,155 | 0.23% |
| 42 | BROADCOM INC | AVGO | 1,920 | $529,248 | 0.23% |
| 43 | ORACLE CORP | ORCL-PD | 2,265 | $495,197 | 0.22% |
| 44 | ISHARES TR | 464287549 | 3,786 | $425,319 | 0.18% |
| 45 | FIDELITY MERRIMACK STR TR | 316188408 | 8,075 | $404,315 | 0.18% |
| 46 | ISHARES TR | 464287150 | 2,876 | $388,375 | 0.17% |
| 47 | SPDR SERIES TRUST | 78464A359 | 4,068 | $336,261 | 0.15% |
| 48 | ELI LILLY & CO | LLY | 404 | $314,930 | 0.14% |
| 49 | HOME DEPOT INC | HD | 825 | $302,478 | 0.13% |
| 50 | INTUIT | INTU | 378 | $297,724 | 0.13% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $291,237 | 0.13% |
| 52 | WALMART INC | WMT | 2,754 | $269,286 | 0.12% |
| 53 | ISHARES TR | 46429B267 | 11,600 | $266,568 | 0.12% |
| 54 | AMPHENOL CORP NEW | 032095101 | 2,668 | $263,465 | 0.11% |
| 55 | JOHNSON & JOHNSON | JNJ | 1,713 | $261,661 | 0.11% |
| 56 | BANK AMERICA CORP | 060505104 | 5,502 | $260,355 | 0.11% |
| 57 | MASTERCARD INCORPORATED | MA | 454 | $255,121 | 0.11% |
| 58 | INTUITIVE SURGICAL INC | ISRG | 462 | $251,055 | 0.11% |
| 59 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $235,606 | 0.10% |
| 60 | BROOKFIELD RENEWABLE CORP | BEPC | 7,143 | $234,148 | 0.10% |
| 61 | UNITEDHEALTH GROUP INC | UNH | 687 | $214,323 | 0.09% |
| 62 | SERVICENOW INC | NOW | 206 | $211,784 | 0.09% |
| 63 | BOSTON SCIENTIFIC CORP | BSX | 1,938 | $208,161 | 0.09% |
| 64 | APPLIED MATLS INC | 038222105 | 1,125 | $205,954 | 0.09% |
| 65 | NOVO-NORDISK A S | NONOF | 2,910 | $200,848 | 0.09% |
| 66 | THOMSON REUTERS CORP | TMSOF | 996 | $200,325 | 0.09% |
| 67 | BANCO SANTANDER CHILE NEW | BSAC | 7,943 | $200,322 | 0.09% |