Institutional Manager · CIK 0001867731
SELDON CAPITAL LP
SAN FRANCISCO, CA · File #028-21787
Latest AUM
$288.8M
Positions
65
Top-10 Concentration
60.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | PAMPA ENERGIA S A | 697660207 | +142,151 | +$12.6M | $0 |
| NEW | VICTORIAS SECRET AND CO | 926400102 | +155,950 | +$8.4M | $0 |
| EXITED | AMER SPORTS INC | G0260P102 | -217,659 | -$7.6M | $0 |
| REDUCE | ACM RESH INC | 00108J109 | -183,242 | -$7.2M | +$61,838 |
| REDUCE | CELESTICA INC | CLS | -18,305 | -$5.4M | +$5.5M |
| EXITED | KT CORP | 48268K101 | -236,015 | -$4.6M | $0 |
| REDUCE | REDDIT INC | RDDT | -15,557 | -$3.6M | -$4,009 |
| REDUCE | VANGUARD INDEX FDS | 922908769 | -10,300 | -$3.5M | +$384,095 |
| REDUCE | UNITY SOFTWARE INC | U | -77,200 | -$3.4M | +$651,796 |
| ADD | FIRST CTZNS BANCSHARES INC D | 31946M103 | +1,264 | +$2.7M | +$511,967 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202565 pos · $288.8M
- 13F HOLDINGS REPORTQ/E Sep 202570 pos · $284.5M
- 13F HOLDINGS REPORTQ/E Jun 202567 pos · $230.2M
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $158.9M
- 13F HOLDINGS REPORTQ/E Dec 202467 pos · $244.3M
- 13F HOLDINGS REPORTQ/E Sep 202465 pos · $177.3M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $183.1M
- 13F HOLDINGS REPORTQ/E Mar 202458 pos · $165.1M
- 13F HOLDINGS REPORTQ/E Dec 202352 pos · $116.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 922042742 | 213,135 | $30.1M | 10.55% |
| 2 | CELESTICA INC | CLS | 93,637 | $27.7M | 9.72% |
| 3 | TALEN ENERGY CORP | TLN | 70,864 | $26.6M | 9.32% |
| 4 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 220,657 | $15.2M | 5.33% |
| 5 | VANGUARD INDEX FDS | 922908769 | 43,798 | $14.7M | 5.15% |
| 6 | ISHARES INC | 464286640 | 338,177 | $13.7M | 4.80% |
| 7 | PAMPA ENERGIA S A | 697660207 | 142,151 | $12.6M | 4.42% |
| 8 | LITHIUM ARGENTINA AG | LAR | 2,148,931 | $12.0M | 4.21% |
| 9 | NU HLDGS LTD | NU | 666,652 | $11.2M | 3.92% |
| 10 | VANGUARD WORLD FD | 92204A207 | 47,593 | $10.1M | 3.53% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $9.3M | 3.27% |
| 12 | VICTORIAS SECRET AND CO | 926400102 | 155,950 | $8.4M | 2.97% |
| 13 | INTEL CORP | INTC | 226,071 | $8.3M | 2.93% |
| 14 | TERADYNE INC | TER | 37,352 | $7.2M | 2.54% |
| 15 | EQT CORP | EQT | 122,204 | $6.6M | 2.30% |
| 16 | APPLE INC | AAPL | 23,268 | $6.3M | 2.22% |
| 17 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 2,698 | $5.8M | 2.03% |
| 18 | ISHARES TR | 46432F842 | 62,425 | $5.6M | 1.96% |
| 19 | PDD HOLDINGS INC | PDD | 48,226 | $5.5M | 1.92% |
| 20 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 64,207 | $4.4M | 1.54% |