SELDON CAPITAL LP

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...