SELDON CAPITAL LP
•CIK: 1867731•Filing: Q4 2025
**SELDON CAPITAL LP** manages $289M across a diversified portfolio of 65 positions. The fund exhibits significant allocations to broad market exposure, notably holding VT at $30.1M and VTI at $14.7M. Key concentrated positions include CLS ($27.7M) and TLN ($26.6M), suggesting tactical overweighting in specific sectors or asset classes. This structure indicates a blend of core market indexing with targeted, high-conviction bets.
Total AUM
$288.8M
QoQ Performance
+1.5%
Positions
58
Top 10 Concentration
60.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VT
CLS
TLN
SQM
VTI
VT10.4%
CLS9.6%
TLN9.2%
SQM5.3%
VTI5.1%
ECH4.7%
PAM4.4%
LITHIUM4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
Technology8.8%
Consumer0.7%
Financial0.4%
Healthcare0.4%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
—
AMER SPORTS INC
SOLD
$7.6M
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑6 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023