SELDON CAPITAL LP
CIK: 0001867731SEC EDGAR →
Portfolio Value
$288.8M
Holdings
65
As of
Q4 2025
New Positions
11
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 213,135 | $30.1M | 10.41% |
| 2 | CELESTICA INC | 93,637 | $27.7M | 9.58% |
| 3 | TALEN ENERGY CORP | 70,864 | $26.6M | 9.20% |
| 4 | SOCIEDAD QUIMICA Y MINERA DE | 220,657 | $15.2M | 5.26% |
| 5 | VANGUARD INDEX FDS | 43,798 | $14.7M | 5.08% |
| 6 | ISHARES INC | 338,177 | $13.7M | 4.73% |
| 7 | PAMPA ENERGIA S A | 142,151 | $12.6M | 4.36% |
| 8 | LITHIUM ARGENTINA AG | 2,148,931 | $12.0M | 4.15% |
| 9 | NU HLDGS LTD | 666,652 | $11.2M | 3.86% |
| 10 | VANGUARD WORLD FD | 47,593 | $10.1M | 3.48% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $111.5M | 38.6% |
| Technology | 17 | $67.7M | 23.4% |
| Utilities | 2 | $39.1M | 13.6% |
| Basic Materials | 3 | $27.5M | 9.5% |
| Consumer Cyclical | 5 | $15.6M | 5.4% |
| Communication Services | 3 | $7.4M | 2.6% |
| Energy | 1 | $6.5M | 2.3% |
| Unknown | 2 | $5.9M | 2.0% |
| Consumer Defensive | 4 | $3.3M | 1.1% |
| Industrials | 1 | $2.9M | 1.0% |
| Healthcare | 4 | $1.3M | 0.4% |