SELDON CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAR | 2.15M | $11.99M |
 | NU | 667K | $11.16M |
 | MUFG | 235K | $3.72M |
 | INTC | 226K | $8.34M |
 | SQM | 221K | $15.18M |
 | VSCO | 156K | $8.45M |
 | PAM | 142K | $12.58M |
 | EQT | 122K | $6.55M |
 | SFD | 112K | $2.51M |
 | CLS | 94K | $27.68M |
 | U | 81K | $3.56M |
 | TLN | 71K | $26.56M |
 | PDD | 48K | $5.47M |
 | TER | 37K | $7.23M |
 | AAPL | 23K | $6.33M |
 | VRT | 18K | $2.94M |
 | RDDT | 18K | $4.10M |
 | NVDA | 18K | $3.33M |
 | ACMR | 10K | $394.50K |
 | BSAC | 8K | $247.11K |
Lithium Argentina AG
LAR
Shares Held
2.15M
Value
$11.99M
Nu Holdings Ltd.
NU
Shares Held
667K
Value
$11.16M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
235K
Value
$3.72M
Intel Corporation
INTC
Shares Held
226K
Value
$8.34M
Sociedad Química y Minera de Chile S.A.
SQM
Shares Held
221K
Value
$15.18M
Victoria's Secret & Co.
VSCO
Shares Held
156K
Value
$8.45M
Pampa Energía S.A.
PAM
Shares Held
142K
Value
$12.58M
EQT Corporation
EQT
Shares Held
122K
Value
$6.55M
SMITHFIELD FOODS INC
SFD
Shares Held
112K
Value
$2.51M
Celestica Inc.
CLS
Shares Held
94K
Value
$27.68M
Unity Software Inc.
U
Shares Held
81K
Value
$3.56M
Talen Energy Corporation
TLN
Shares Held
71K
Value
$26.56M
PDD Holdings Inc.
PDD
Shares Held
48K
Value
$5.47M
Teradyne, Inc.
TER
Shares Held
37K
Value
$7.23M
Apple Inc.
AAPL
Shares Held
23K
Value
$6.33M
Vertiv Holdings Co
VRT
Shares Held
18K
Value
$2.94M
Reddit, Inc.
RDDT
Shares Held
18K
Value
$4.10M
NVIDIA Corporation
NVDA
Shares Held
18K
Value
$3.33M
ACM Research, Inc.
ACMR
Shares Held
10K
Value
$394.50K
Banco Santander-Chile
BSAC
Shares Held
8K
Value
$247.11K