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Disclosery

13F-HR filed by SELDON CAPITAL LP

SELDON CAPITAL LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 67 holding rows worth $230,198,853.

Accession
0001867731-25-000007
Filer
CIK 1867731
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 67 entries on the cover page, a total value of $230,198,853 stated on the cover page (in dollars after the unit check, H1), rows summing to $230,198,853 with VALUE read as dollars as filed, 13F file number 028-21787. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Total World Stock ETF922042742SHS213,135$27,392,110dollars as filed
TALEN ENERGY CORP COM87422Q109Stock70,864$20,605,125dollars as filed
CELESTICA INC COM15101Q207Stock111,942$17,475,266dollars as filed
VTI922908769COM54,098$16,442,005dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A946,652$12,988,065dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK274,156$10,626,287dollars as filed
Vanguard Consumer Staples ETF92204A207SHS47,593$10,422,867dollars as filed
ISHARES INC MSCI CHILE ETF464286640MSCI CHILE ETF330,477$10,393,502dollars as filed
EQT CORP COM26884L109Stock149,622$8,725,955dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS149,017$8,495,459dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT66,107$5,607,857dollars as filed
QFIN HOLDINGS INC AMERICAN DEP88557W101ADR129,317$5,607,185dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS62,425$5,211,239dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR48,226$5,047,333dollars as filed
REDDIT INC CL A75734B100Stock33,400$5,029,038dollars as filed
KT CORP SPONSORED ADR48268K101ADR236,015$4,904,392dollars as filed
Apple Inc037833100COM23,268$4,773,896dollars as filed
LEXINFINTECH HLDGS LTD ADR528877103ADR657,686$4,741,916dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR330,036$4,528,094dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock25,218$3,238,243dollars as filed
NVIDIA Corp67066G104COM17,840$2,818,542dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock1,434$2,805,578dollars as filed
Microsoft Corp594918104COM5,126$2,549,724dollars as filed
GRUPO FINANCIERO GALICIA399909100SPONSORED ADR45,636$2,299,598dollars as filed
iShares MSCI EAFE Value ETF464288877SHS31,000$1,967,880dollars as filed
Vanguard Total Bond Market ETF921937835SHS21,582$1,589,083dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS26,019$1,561,921dollars as filed
SMITHFIELD FOODS INC832248207COMMON STOCK66,274$1,559,427dollars as filed
TASKUS INC87652V109CLASS A COM91,945$1,540,998dollars as filed
SUMITOMO MITSUI FIN GRP INC86562M209SPONSORED ADR92,885$1,403,492dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,720$1,360,496dollars as filed
VWO922042858SHS27,148$1,342,740dollars as filed
DBX ETF TR XTRACK HRVST CSI233051879XTRACK HRVST CSI44,106$1,214,679dollars as filed
Amazon.com, Inc023135106COM5,320$1,167,155dollars as filed
META PLATFORMS INC CL A30303M102COM1,382$1,020,040dollars as filed
iShares TIPS Bond ETF464287176SHS8,515$936,991dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,823$865,871dollars as filed
Avantis International Small Cap Val ETF025072802SHS8,000$634,240dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW13,221$631,303dollars as filed
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS92837L109ADR12,927$618,040dollars as filed
Visa Inc92826C839COM1,496$531,155dollars as filed
Broadcom Inc.11135F101COM1,920$529,248dollars as filed
Oracle Corporation68389X105COM2,265$495,197dollars as filed
iShares Expanded Tech Sector ETF464287549SHS3,786$425,319dollars as filed
FIDELITY MERRIMACK STR TR316188408LOW DURTIN ETF8,075$404,315dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,876$388,375dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF4,068$336,261dollars as filed
Eli Lilly and Company532457108COM404$314,930dollars as filed
Home Depot, Inc437076102COM825$302,478dollars as filed
Intuit Inc.461202103COM378$297,724dollars as filed
Procter & Gamble Co742718109COM1,828$291,237dollars as filed
Walmart Inc.931142103COM2,754$269,286dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS11,600$266,568dollars as filed
AMPHENOL CORP NEW032095101COM2,668$263,465dollars as filed
Johnson & Johnson478160104COM1,713$261,661dollars as filed
Bank of America Corp060505104COM5,502$260,355dollars as filed
MasterCard, Inc57636Q104COM454$255,121dollars as filed
Intuitive Surgical,Inc.46120E602COM462$251,055dollars as filed
Costco Wholesale Corporation22160K105COM238$235,606dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG7,143$234,148dollars as filed
UnitedHealth Group Inc91324P102COM687$214,323dollars as filed
ServiceNow,Inc.81762P102COM206$211,784dollars as filed
Boston Scientific Corporation101137107COM1,938$208,161dollars as filed
Applied Materials,Inc.038222105COM1,125$205,954dollars as filed
NOVO-NORDISK A S ADR670100205ADR2,910$200,848dollars as filed
THOMSON REUTERS CORP COM884903808Stock996$200,325dollars as filed
BANCO SANTANDER CHILE NEW05965X109SP ADR REP COM7,943$200,322dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001867731-25-000007this filing2025-08-14acceptance time not in the bulk data set