Seldon Capital LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Seldon Capital LP reported 67 stock positions worth $230.2 million. Its top holding was Vanguard Tot World STK ETF (VT) at 11.9% of the portfolio, followed by Talen Energy (TLN, 9.0%) and Celestica (CLS, 7.6%). Compared with Q1 2025, it opened 13 new positions, sold out of 4, added to 6 and reduced 6. The biggest buy was Vanguard Tot World STK ETF (VT, shares +182%) and the biggest sale Celestica (CLS, shares −49%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$230.2M (Q2 2025)
SEC Filing
0001867731-25-000007 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $178.9M Q2 2024 Q3 2024: $177.3M Q3 2024 Q4 2024: $244.3M Q4 2024 Q1 2025: $158.9M Q1 2025 Q2 2025: $230.2M $230.2M Q2 2025 Q3 2025: $284.5M Q3 2025 Q4 2025: $288.8M Q4 2025 Q1 2026: $272.0M Q1 2026 Q2 2026: $319.6M Q2 2026

Holdings 67 stocks · $230.2M
VT Vanguard Tot World STK ETF 11.90% 213,135 $27.4M Add +182.1%
TLN Talen Energy Corp. 8.95% 70,864 $20.6M Reduce -13.7%
CLS Celestica Inc. 7.59% 111,942 $17.5M Reduce -49.3%
VTI VG Morningstar TS MKT ETF-US 7.14% 54,098 $16.4M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 5.64% 946,652 $13.0M Add +208.3%
AS Amer Sports Inc. 4.62% 274,156 $10.6M New
VDC Vanguard Consumer Staple ETF 4.53% 47,593 $10.4M No change
ECH iShares MSCI Chile ETF 4.51% 330,477 $10.4M Add +326.8%
EQT Eqt Corp. 3.79% 149,622 $8.7M Add +29.4%
VEA Vanguard Ftse Developed ETF 3.69% 149,017 $8.5M No change
GBTC Grayscale Bitcoin Trust ETF 2.44% 66,107 $5.6M No change
QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC 2.44% 129,317 $5.6M Add +56.1%
IEFA iShares Core MSCI Eafe ETF 2.26% 62,425 $5.2M No change
PDD PDD Holdings Inc. 2.19% 48,226 $5.0M No change
RDDT Reddit Inc. Class A 2.18% 33,400 $5.0M Reduce -51.5%
KT KT Corp.-SP ADR 2.13% 236,015 $4.9M New
AAPL Apple Inc. 2.07% 23,268 $4.8M No change
LX Lexinfintech Holdings L-ADR 2.06% 657,686 $4.7M Add +61.9%
MUFG Mitsubishi Ufj Finl-Spon ADR 1.97% 330,036 $4.5M New
VRT Vertiv Holdings Co. Class A 1.41% 25,218 $3.2M Reduce -36.3%
NVDA Nvidia Corp. 1.22% 17,840 $2.8M No change
FCNCA First Citizens Bcshs Class A 1.22% 1,434 $2.8M Reduce -20.1%
MSFT Microsoft Corp. 1.11% 5,126 $2.5M No change
GGAL Grupo Financiero Galicia-ADR 1.00% 45,636 $2.3M New
EFV iShares MSCI Eafe Value ETF 0.85% 31,000 $2.0M No change
BND Vanguard Total Bond Market 0.69% 21,582 $1.6M No change
IEMG iShares Core MSCI Emerging 0.68% 26,019 $1.6M No change
SFD Smithfield Foods Inc. 0.68% 66,274 $1.6M New
TASK Taskus Inc. Class A 0.67% 91,945 $1.5M Reduce -60.3%
SMFG Sumitomo Mitsui-Spons ADR 0.61% 92,885 $1.4M New
GOOGL Alphabet Inc. Class A 0.59% 7,720 $1.4M No change
VWO Vanguard Ftse Emerging Marke 0.58% 27,148 $1.3M No change
ASHR Xtrackers Harvest Csi 300 CH 0.53% 44,106 $1.2M No change
AMZN Amazon.com Inc. 0.51% 5,320 $1.2M No change
META Meta Platforms Inc. Class A 0.44% 1,382 $1.0M No change
TIP iShares Tips Bond ETF 0.41% 8,515 $937K No change
TSM Taiwan Semiconductor-SP ADR 0.38% 3,823 $866K No change
AVDV Avantis Intl S/C Value ETF 0.28% 8,000 $634K No change
BTC Grayscale Bitcoin Mini ETF 0.27% 13,221 $631K No change
VIST Vista Energy Sab DE CV 0.27% 12,927 $618K No change
V Visa Inc. Class A 0.23% 1,496 $531K No change
AVGO Broadcom Inc. 0.23% 1,920 $529K No change
ORCL Oracle Corp. 0.22% 2,265 $495K No change
IGM iShares Expanded Tech Sector 0.18% 3,786 $425K No change
FLDR Fidelity Low Durat Fact ETF 0.18% 8,075 $404K No change
ITOT iShares Core S&P Total U.S. 0.17% 2,876 $388K No change
CWB SS SPDR BB Conv Sec ETF 0.15% 4,068 $336K No change
LLY Eli Lilly & Co. 0.14% 404 $315K No change
HD Home Depot Inc. 0.13% 825 $302K No change
INTU Intuit Inc. 0.13% 378 $298K No change
PG The Procter & Gamble Co. 0.13% 1,828 $291K No change
WMT Walmart Inc. 0.12% 2,754 $269K No change
GOVT iShares US Treasury Bond ETF 0.12% 11,600 $267K No change
APH Amphenol Corp. Class A 0.11% 2,668 $263K New
JNJ Johnson & Johnson 0.11% 1,713 $262K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 5,502 $260K No change
MA Mastercard Inc. Class A 0.11% 454 $255K No change
ISRG Intuitive Surgical Inc. 0.11% 462 $251K No change
COST Costco Wholesale Corp. 0.10% 238 $236K No change
BEPC Brookfield Renewable Corp. 0.10% 7,143 $234K New
UNH Unitedhealth Group Inc. 0.09% 687 $214K No change
NOW ServiceNow Inc. 0.09% 206 $212K New
BSX Boston Scientific Corp. 0.09% 1,938 $208K New
AMAT Applied Materials Inc. 0.09% 1,125 $206K New
NVO Novo-Nordisk A/S-Spons ADR 0.09% 2,910 $201K No change
TRI Thomson Reuters Corp. 0.09% 996 $200K New
BSAC Banco Santander-Chile-ADR 0.09% 7,943 $200K New

Portfolio Sells Q1 2025 → Q2 2025
CLS Celestica Inc. Reduce -49.3% 7.59% −3.37
RDDT Reddit Inc. Class A Reduce -51.5% 2.18% −2.36
PAM Pampa Energia SA-Spon ADR Sold out 0.00% −2.20
TLN Talen Energy Corp. Reduce -13.7% 8.95% −1.37
TASK Taskus Inc. Class A Reduce -60.3% 0.67% −1.32
FCNCA First Citizens Bcshs Class A Reduce -20.1% 1.22% −0.87
VRT Vertiv Holdings Co. Class A Reduce -36.3% 1.41% −0.39
API Agora Inc.-ADR Sold out 0.00% −0.24
PGR Progressive Corp. Sold out 0.00% −0.13
SOHU Sohu.com Ltd.-ADR Sold out 0.00% −0.08

Portfolio Buys Q1 2025 → Q2 2025
VT Vanguard Tot World STK ETF Add +182.1% 11.90% +6.39
AS Amer Sports Inc. New 4.62% +4.62
NU Nu Holdings Ltd./Cayman Isl-A Add +208.3% 5.64% +3.66
ECH iShares MSCI Chile ETF Add +326.8% 4.51% +3.06
KT KT Corp.-SP ADR New 2.13% +2.13
MUFG Mitsubishi Ufj Finl-Spon ADR New 1.97% +1.97
GGAL Grupo Financiero Galicia-ADR New 1.00% +1.00
SFD Smithfield Foods Inc. New 0.68% +0.68
SMFG Sumitomo Mitsui-Spons ADR New 0.61% +0.61
APH Amphenol Corp. Class A New 0.11% +0.11
BEPC Brookfield Renewable Corp. New 0.10% +0.10
QFIN Qfin Holdings Inc.-ADR Add +56.1% 2.44% +0.09
NOW ServiceNow Inc. New 0.09% +0.09
BSX Boston Scientific Corp. New 0.09% +0.09
AMAT Applied Materials Inc. New 0.09% +0.09
BSAC Banco Santander-Chile-ADR New 0.09% +0.09
TRI Thomson Reuters Corp. New 0.09% +0.09
EQT Eqt Corp. Add +29.4% 3.79% −0.10
LX Lexinfintech Holdings L-ADR Add +61.9% 2.06% −0.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 74$319.6MINTC, CLS, TLN, VRSN, VTI
Q1 2026 65$272.0MBSY, CLS, TLN, SQM, VTI
Q4 2025 65$288.8MVT, CLS, TLN, SQM, VTI
Q3 2025 70$284.5MTLN, VT, CLS, VTI, ECH
Q2 2025 67$230.2MVT, TLN, CLS, VTI, NU
Q1 2025 58$158.9MCLS, TLN, VTI, VDC, VT
Q4 2024 67$244.3MRDDT, CLS, TLN, VTI, VRT
Q3 2024 65$177.3MRDDT, VTI, TLN, CLS, VDC
Q2 2024 60$178.9MRDDT, VRT, VTI, CLS, EDU
Q1 2024 58$165.1MVRT, RDDT, VTI, EDU, CLS