SELDON CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAR | 1.82M | $6.08M |
 | NU | 667K | $10.67M |
 | LX | 323K | $1.72M |
 | KT | 236K | $4.60M |
 | MUFG | 235K | $3.74M |
 | INTC | 221K | $7.41M |
 | AS | 218K | $7.56M |
 | SQM | 217K | $9.31M |
 | ACMR | 193K | $7.56M |
 | U | 158K | $6.32M |
 | CLS | 112K | $27.58M |
 | EQT | 106K | $5.77M |
 | TASK | 92K | $1.64M |
 | SFD | 71K | $1.67M |
 | TLN | 71K | $30.14M |
 | BTU | 53K | $1.41M |
 | PDD | 49K | $6.54M |
 | TER | 37K | $5.14M |
 | RDDT | 33K | $7.68M |
 | VRT | 25K | $3.80M |
Lithium Argentina AG
LAR
Shares Held
1.82M
Value
$6.08M
Nu Holdings Ltd.
NU
Shares Held
667K
Value
$10.67M
LexinFintech Holdings Ltd.
LX
Shares Held
323K
Value
$1.72M
KT Corporation
KT
Shares Held
236K
Value
$4.60M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
235K
Value
$3.74M
Intel Corporation
INTC
Shares Held
221K
Value
$7.41M
Amer Sports, Inc.
AS
Shares Held
218K
Value
$7.56M
Sociedad Química y Minera de Chile S.A.
SQM
Shares Held
217K
Value
$9.31M
ACM Research, Inc.
ACMR
Shares Held
193K
Value
$7.56M
Unity Software Inc.
U
Shares Held
158K
Value
$6.32M
Celestica Inc.
CLS
Shares Held
112K
Value
$27.58M
EQT Corporation
EQT
Shares Held
106K
Value
$5.77M
TaskUs, Inc.
TASK
Shares Held
92K
Value
$1.64M
SMITHFIELD FOODS INC
SFD
Shares Held
71K
Value
$1.67M
Talen Energy Corporation
TLN
Shares Held
71K
Value
$30.14M
Peabody Energy Corporation
BTU
Shares Held
53K
Value
$1.41M
PDD Holdings Inc.
PDD
Shares Held
49K
Value
$6.54M
Teradyne, Inc.
TER
Shares Held
37K
Value
$5.14M
Reddit, Inc.
RDDT
Shares Held
33K
Value
$7.68M
Vertiv Holdings Co
VRT
Shares Held
25K
Value
$3.80M