13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001867731-26-000002
Total Value
$288.8M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 922042742 | 213,135 | $30.1M | 10.41% |
| 2 | CELESTICA INC | CLS | 93,637 | $27.7M | 9.58% |
| 3 | TALEN ENERGY CORP | TLN | 70,864 | $26.6M | 9.20% |
| 4 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 220,657 | $15.2M | 5.26% |
| 5 | VANGUARD INDEX FDS | 922908769 | 43,798 | $14.7M | 5.08% |
| 6 | ISHARES INC | 464286640 | 338,177 | $13.7M | 4.73% |
| 7 | PAMPA ENERGIA S A | 697660207 | 142,151 | $12.6M | 4.36% |
| 8 | LITHIUM ARGENTINA AG | LAR | 2,148,931 | $12.0M | 4.15% |
| 9 | NU HLDGS LTD | NU | 666,652 | $11.2M | 3.86% |
| 10 | VANGUARD WORLD FD | 92204A207 | 47,593 | $10.1M | 3.48% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $9.3M | 3.22% |
| 12 | VICTORIAS SECRET AND CO | 926400102 | 155,950 | $8.4M | 2.92% |
| 13 | INTEL CORP | INTC | 226,071 | $8.3M | 2.89% |
| 14 | TERADYNE INC | TER | 37,352 | $7.2M | 2.50% |
| 15 | EQT CORP | EQT | 122,204 | $6.6M | 2.27% |
| 16 | APPLE INC | AAPL | 23,268 | $6.3M | 2.19% |
| 17 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 2,698 | $5.8M | 2.00% |
| 18 | ISHARES TR | 46432F842 | 62,425 | $5.6M | 1.93% |
| 19 | PDD HOLDINGS INC | PDD | 48,226 | $5.5M | 1.89% |
| 20 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 64,207 | $4.4M | 1.52% |
| 21 | REDDIT INC | RDDT | 17,843 | $4.1M | 1.42% |
| 22 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 234,566 | $3.7M | 1.29% |
| 23 | UNITY SOFTWARE INC | U | 80,620 | $3.6M | 1.23% |
| 24 | NVIDIA CORPORATION | NVDA | 17,840 | $3.3M | 1.15% |
| 25 | VERTIV HOLDINGS CO | VRT | 18,128 | $2.9M | 1.02% |
| 26 | SMITHFIELD FOODS INC | SFD | 112,199 | $2.5M | 0.87% |
| 27 | MICROSOFT CORP | MSFT | 5,126 | $2.5M | 0.86% |
| 28 | ALPHABET INC | GOOG | 7,720 | $2.4M | 0.84% |
| 29 | ISHARES TR | 464288877 | 31,000 | $2.2M | 0.77% |
| 30 | ISHARES INC | 46434G103 | 26,019 | $1.7M | 0.61% |
| 31 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 0.55% |
| 32 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.5M | 0.51% |
| 33 | DBX ETF TR | 233051879 | 44,106 | $1.4M | 0.50% |
| 34 | AMAZON COM INC | AMZN | 5,320 | $1.2M | 0.43% |
| 35 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $1.2M | 0.40% |
| 36 | ISHARES TR | 464287176 | 8,515 | $935,884 | 0.32% |
| 37 | META PLATFORMS INC | META | 1,382 | $912,244 | 0.32% |
| 38 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $751,760 | 0.26% |
| 39 | BROADCOM INC | AVGO | 1,920 | $664,512 | 0.23% |
| 40 | VISA INC | V | 1,496 | $524,662 | 0.18% |
| 41 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 13,221 | $512,049 | 0.18% |
| 42 | ISHARES TR | 464287549 | 3,786 | $489,000 | 0.17% |
| 43 | ORACLE CORP | ORCL-PD | 2,265 | $441,471 | 0.15% |
| 44 | ELI LILLY & CO | LLY | 404 | $434,171 | 0.15% |
| 45 | ISHARES TR | 464287150 | 2,876 | $427,632 | 0.15% |
| 46 | ACM RESH INC | 00108J109 | 10,000 | $394,500 | 0.14% |
| 47 | SPDR SERIES TRUST | 78464A359 | 4,068 | $362,866 | 0.13% |
| 48 | AMPHENOL CORP NEW | 032095101 | 2,668 | $360,554 | 0.12% |
| 49 | JOHNSON & JOHNSON | JNJ | 1,713 | $354,505 | 0.12% |
| 50 | ANGLOGOLD ASHANTI PLC | AU | 3,993 | $340,523 | 0.12% |
| 51 | FIDELITY MERRIMACK STR TR | 316188408 | 6,552 | $329,107 | 0.11% |
| 52 | WALMART INC | WMT | 2,754 | $306,823 | 0.11% |
| 53 | BANK AMERICA CORP | 060505104 | 5,502 | $302,610 | 0.10% |
| 54 | APPLIED MATLS INC | 038222105 | 1,125 | $289,114 | 0.10% |
| 55 | HOME DEPOT INC | HD | 825 | $283,883 | 0.10% |
| 56 | ISHARES TR | 46429B267 | 11,600 | $267,090 | 0.09% |
| 57 | LAM RESEARCH CORP | LRCX | 1,540 | $263,617 | 0.09% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $261,971 | 0.09% |
| 59 | INTUITIVE SURGICAL INC | ISRG | 462 | $261,658 | 0.09% |
| 60 | MASTERCARD INCORPORATED | MA | 454 | $259,180 | 0.09% |
| 61 | INTUIT | INTU | 378 | $250,395 | 0.09% |
| 62 | BANCO SANTANDER CHILE NEW | BSAC | 7,943 | $247,107 | 0.09% |
| 63 | UNITEDHEALTH GROUP INC | UNH | 687 | $226,786 | 0.08% |
| 64 | CRH PLC | CRH | 1,767 | $220,522 | 0.08% |
| 65 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $205,237 | 0.07% |