13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001867731-25-000010
Total Value
$284.5M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TALEN ENERGY CORP | TLN | 70,864 | $30.1M | 10.59% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042742 | 213,135 | $29.4M | 10.32% |
| 3 | CELESTICA INC | CLS | 111,942 | $27.6M | 9.69% |
| 4 | VANGUARD INDEX FDS | 922908769 | 54,098 | $17.8M | 6.24% |
| 5 | ISHARES INC | 464286640 | 338,177 | $11.1M | 3.92% |
| 6 | NU HLDGS LTD | NU | 666,652 | $10.7M | 3.75% |
| 7 | VANGUARD WORLD FD | 92204A207 | 47,593 | $10.2M | 3.57% |
| 8 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 216,558 | $9.3M | 3.27% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $8.9M | 3.14% |
| 10 | REDDIT INC | RDDT | 33,400 | $7.7M | 2.70% |
| 11 | AMER SPORTS INC | AS | 217,659 | $7.6M | 2.66% |
| 12 | ACM RESH INC | 00108J109 | 193,242 | $7.6M | 2.66% |
| 13 | INTEL CORP | INTC | 220,730 | $7.4M | 2.60% |
| 14 | PDD HOLDINGS INC | PDD | 49,476 | $6.5M | 2.30% |
| 15 | UNITY SOFTWARE INC | U | 157,820 | $6.3M | 2.22% |
| 16 | LITHIUM ARGENTINA AG | LAR | 1,819,689 | $6.1M | 2.14% |
| 17 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 66,107 | $5.9M | 2.09% |
| 18 | APPLE INC | AAPL | 23,268 | $5.9M | 2.08% |
| 19 | EQT CORP | EQT | 106,022 | $5.8M | 2.03% |
| 20 | ISHARES TR | 46432F842 | 62,425 | $5.5M | 1.92% |
| 21 | TERADYNE INC | TER | 37,352 | $5.1M | 1.81% |
| 22 | KT CORP | KT | 236,015 | $4.6M | 1.62% |
| 23 | VERTIV HOLDINGS CO | VRT | 25,218 | $3.8M | 1.34% |
| 24 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 234,566 | $3.7M | 1.31% |
| 25 | NVIDIA CORPORATION | NVDA | 17,840 | $3.3M | 1.17% |
| 26 | MICROSOFT CORP | MSFT | 5,126 | $2.7M | 0.93% |
| 27 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 1,434 | $2.6M | 0.90% |
| 28 | ISHARES TR | 464288877 | 31,000 | $2.1M | 0.74% |
| 29 | ALPHABET INC | GOOG | 7,720 | $1.9M | 0.66% |
| 30 | LEXINFINTECH HLDGS LTD | LX | 323,174 | $1.7M | 0.61% |
| 31 | ISHARES INC | 46434G103 | 26,019 | $1.7M | 0.60% |
| 32 | SMITHFIELD FOODS INC | SFD | 71,274 | $1.7M | 0.59% |
| 33 | TASKUS INC | TASK | 91,945 | $1.6M | 0.58% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 0.56% |
| 35 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.5M | 0.52% |
| 36 | DBX ETF TR | 233051879 | 44,106 | $1.5M | 0.51% |
| 37 | PEABODY ENERGY CORP | BTU | 53,027 | $1.4M | 0.49% |
| 38 | AMAZON COM INC | AMZN | 5,320 | $1.2M | 0.41% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $1.1M | 0.38% |
| 40 | META PLATFORMS INC | META | 1,382 | $1.0M | 0.36% |
| 41 | ISHARES TR | 464287176 | 8,515 | $947,038 | 0.33% |
| 42 | NETEASE INC | NETTF | 4,841 | $735,784 | 0.26% |
| 43 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $712,240 | 0.25% |
| 44 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 13,221 | $669,379 | 0.24% |
| 45 | ORACLE CORP | ORCL-PD | 2,265 | $637,009 | 0.22% |
| 46 | BROADCOM INC | AVGO | 1,920 | $633,427 | 0.22% |
| 47 | VISA INC | V | 1,496 | $510,704 | 0.18% |
| 48 | ISHARES TR | 464287549 | 3,786 | $476,847 | 0.17% |
| 49 | ISHARES TR | 464287150 | 2,876 | $418,889 | 0.15% |
| 50 | FIDELITY MERRIMACK STR TR | 316188408 | 8,075 | $405,365 | 0.14% |
| 51 | SPDR SERIES TRUST | 78464A359 | 4,068 | $368,154 | 0.13% |
| 52 | HOME DEPOT INC | HD | 825 | $334,282 | 0.12% |
| 53 | AMPHENOL CORP NEW | 032095101 | 2,668 | $330,165 | 0.12% |
| 54 | JOHNSON & JOHNSON | JNJ | 1,713 | $317,624 | 0.11% |
| 55 | ELI LILLY & CO | LLY | 404 | $308,252 | 0.11% |
| 56 | BANK AMERICA CORP | 060505104 | 5,502 | $283,848 | 0.10% |
| 57 | WALMART INC | WMT | 2,754 | $283,827 | 0.10% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $280,872 | 0.10% |
| 59 | ANGLOGOLD ASHANTI PLC | AU | 3,993 | $280,828 | 0.10% |
| 60 | ISHARES TR | 46429B267 | 11,600 | $268,192 | 0.09% |
| 61 | MASTERCARD INCORPORATED | MA | 454 | $258,240 | 0.09% |
| 62 | INTUIT | INTU | 378 | $258,140 | 0.09% |
| 63 | BROOKFIELD RENEWABLE CORP | BEPC | 7,143 | $245,862 | 0.09% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 687 | $237,221 | 0.08% |
| 65 | APPLIED MATLS INC | 038222105 | 1,125 | $230,333 | 0.08% |
| 66 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $220,300 | 0.08% |
| 67 | CRH PLC | CRH | 1,767 | $211,863 | 0.07% |
| 68 | BANCO SANTANDER CHILE NEW | BSAC | 7,943 | $210,490 | 0.07% |
| 69 | INTUITIVE SURGICAL INC | ISRG | 462 | $206,620 | 0.07% |
| 70 | LAM RESEARCH CORP | LRCX | 1,540 | $206,206 | 0.07% |