AI Analysis · Q4 2025 · Q4 2025
Comprehensive SEC 13F Analysis: Seldon Capital LP
1. Portfolio Overview
Seldon Capital LP manages a concentrated portfolio valued at approximately $150.36 million as of September 30, 2025. This represents a significant growth of 23.8% from the previous quarter's value of $121.47 million. The portfolio demonstrates a high-conviction strategy characterized by low asset count (32 holdings) and significant concentration in top-tier names.
The portfolio is heavily skewed, with the top...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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