What does SELDON CAPITAL LP hold? Q4 2025 13F Holdings & Portfolio

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.

#HoldingValueSharesWeight

VANGUARD INTL EQUITY INDEX F

$30M213K10.4%

CLS

CELESTICA INC

$28M94K9.6%

TLN

TALEN ENERGY CORP

$27M71K9.2%

SQM

SOCIEDAD QUIMICA Y MINERA DE

$15M221K5.3%

VTI

VANGUARD INDEX FDS

$15M44K5.1%

ECH

ISHARES INC

$14M338K4.7%

PAM

PAMPA ENERGIA S A

$13M142K4.4%

H5012F103

LITHIUM ARGENTINA AG

$12M2.1M4.2%

G6683N103

NU HLDGS LTD

$11M667K3.9%

VDC

VANGUARD WORLD FD

$10M48K3.5%

Filing history

Filing history loading…