Q3 2025 · 13F-HR
SELDON CAPITAL LPholdings as filed
Filed 2025-11-14 · accession 0001867731-25-000010
$284.5M
Reported value
70
Positions
2025-09-30
Period end
The Brief · SELDON CAPITAL LP · Q3 2025
AI · grounded in 13F
SELDON CAPITAL LP established a new position in Talen Energy Corp TLN valued at $30.1M. The fund also initiated new stakes in Vanguard Intl Equity Index F VT for $29.4M and Celestica Inc CLS for $27.6M. Additional new positions include Vanguard Index Fds VTI at $17.8M and iShares Inc ECH at $11.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87422Q109 | TLN | TALEN ENERGY CORP | $30.1M | 10.6% | 70,864 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $29.4M | 10.3% | 213,135 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $27.6M | 9.69% | 111,942 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $17.8M | 6.24% | 54,098 | Common | NONE |
| 464286640 | ECH | ISHARES INC | $11.1M | 3.92% | 338,177 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $10.7M | 3.75% | 666,652 | Common | SOLE |
| 92204A207 | VDC | VANGUARD WORLD FD | $10.2M | 3.57% | 47,593 | Common | NONE |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $9.3M | 3.27% | 216,558 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $8.9M | 3.14% | 149,017 | Common | NONE |
| 75734B100 | RDDT | REDDIT INC | $7.7M | 2.70% | 33,400 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $7.6M | 2.66% | 217,659 | Common | SOLE |
| 00108J109 | ACMR | ACM RESH INC | $7.6M | 2.66% | 193,242 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $7.4M | 2.60% | 220,730 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $6.5M | 2.30% | 49,476 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $6.3M | 2.22% | 157,820 | Common | SOLE |
| H5012F103 | LAR | LITHIUM ARGENTINA AG | $6.1M | 2.14% | 1,819,689 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.9M | 2.09% | 66,107 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.9M | 2.08% | 23,268 | Common | NONE |
| 26884L109 | EQT | EQT CORP | $5.8M | 2.03% | 106,022 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $5.5M | 1.92% | 62,425 | Common | NONE |
| 880770102 | TER | TERADYNE INC | $5.1M | 1.81% | 37,352 | Common | SOLE |
| 48268K101 | KT | KT CORP | $4.6M | 1.62% | 236,015 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.8M | 1.34% | 25,218 | Common | SOLE |
| 606822104 | MUFG | MITSUBISHI UFJ FINL GROUP IN | $3.7M | 1.31% | 234,566 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.3M | 1.17% | 17,840 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.7M | 0.93% | 5,126 | Common | NONE |
| 31946M103 | FCNCA | FIRST CTZNS BANCSHARES INC D | $2.6M | 0.90% | 1,434 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $2.1M | 0.74% | 31,000 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.9M | 0.66% | 7,720 | Common | NONE |
| 528877103 | LX | LEXINFINTECH HLDGS LTD | $1.7M | 0.61% | 323,174 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $1.7M | 0.60% | 26,019 | Common | NONE |
| 832248207 | SFD | SMITHFIELD FOODS INC | $1.7M | 0.59% | 71,274 | Common | SOLE |
| 87652V109 | TASK | TASKUS INC | $1.6M | 0.58% | 91,945 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.6M | 0.56% | 21,582 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.52% | 27,148 | Common | NONE |
| 233051879 | ASHR | DBX ETF TR | $1.5M | 0.51% | 44,106 | Common | NONE |
| 704551100 | BTU | PEABODY ENERGY CORP | $1.4M | 0.49% | 53,027 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.2M | 0.41% | 5,320 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.1M | 0.38% | 3,823 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.0M | 0.36% | 1,382 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $947,038 | 0.33% | 8,515 | Common | NONE |
| 64110W102 | NTES | NETEASE INC | $735,784 | 0.26% | 4,841 | Common | SOLE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $712,240 | 0.25% | 8,000 | Common | NONE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $669,379 | 0.24% | 13,221 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $637,009 | 0.22% | 2,265 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $633,427 | 0.22% | 1,920 | Common | NONE |
| 92826C839 | V | VISA INC | $510,704 | 0.18% | 1,496 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $476,847 | 0.17% | 3,786 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $418,889 | 0.15% | 2,876 | Common | NONE |
| 316188408 | FLDR | FIDELITY MERRIMACK STR TR | $405,365 | 0.14% | 8,075 | Common | NONE |
| 78464A359 | CWB | SPDR SERIES TRUST | $368,154 | 0.13% | 4,068 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $334,282 | 0.12% | 825 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $330,165 | 0.12% | 2,668 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $317,624 | 0.11% | 1,713 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $308,252 | 0.11% | 404 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $283,848 | 0.10% | 5,502 | Common | NONE |
| 931142103 | WMT | WALMART INC | $283,827 | 0.10% | 2,754 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $280,872 | 0.10% | 1,828 | Common | NONE |
| G0378L100 | AU | ANGLOGOLD ASHANTI PLC | $280,828 | 0.10% | 3,993 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $268,192 | 0.09% | 11,600 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $258,240 | 0.09% | 454 | Common | NONE |
| 461202103 | INTU | INTUIT | $258,140 | 0.09% | 378 | Common | NONE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $245,862 | 0.09% | 7,143 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $237,221 | 0.08% | 687 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $230,333 | 0.08% | 1,125 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $220,300 | 0.08% | 238 | Common | NONE |
| G25508105 | CRH | CRH PLC | $211,863 | 0.07% | 1,767 | Common | NONE |
| 05965X109 | BSAC | BANCO SANTANDER CHILE NEW | $210,490 | 0.07% | 7,943 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $206,620 | 0.07% | 462 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $206,206 | 0.07% | 1,540 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.