SELDON CAPITAL LP
CIK 1867731 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- VT10.41%
- CLS9.58%
- TLN9.20%
- SQM5.26%
- VTI5.08%
- ECH4.73%
- PAM4.36%
- LAR4.15%
- NU3.86%
- VDC3.48%
Share classes counted separately60.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LARWeight increased · +2.01 pp2.14% → 4.15%Shares +329.24K (+18.09%)
- SQMWeight increased · +1.99 pp3.27% → 5.26%Shares +4.10K (+1.89%)
- TLNWeight decreased · -1.39 pp10.59% → 9.20%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $30.06M | 10.41% | 213.13K shares | 10.32% → 10.41%+0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | CLSCELESTICA INC View history and evidence | $27.68M | 9.58% | 93.64K shares | 9.69% → 9.58%-0.11 pp -18.30K (-16.35%) | Reduced | ↗▾ |
| 03 | TLNTALEN ENERGY CORP View history and evidence | $26.56M | 9.20% | 70.86K shares | 10.59% → 9.20%-1.39 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | SQMQUIMICA Y MINERA CHIL-SP ADRSPON ADR SER B View history and evidence | $15.18M | 5.26% | 220.66K shares | 3.27% → 5.26%+1.99 pp +4.10K (+1.89%) | Added | ↗▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $14.68M | 5.08% | 43.80K shares | 6.24% → 5.08%-1.16 pp -10.30K (-19.04%) | Reduced | ↗▾ |
| 06 | ECHISHARES MSCI CHILE ETFMSCI CHILE ETF View history and evidence | $13.66M | 4.73% | 338.18K shares | 3.92% → 4.73%+0.81 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | PAMPAMPA ENERGIA SA-SPON ADRSPONS ADR LVL I View history and evidence | $12.58M | 4.36% | 142.15K shares | Prior unavailable +142.15K | New | ↗▾ |
| 08 | LARLITHIUM ARGENTINA AGCOM SHS View history and evidence | $11.99M | 4.15% | 2.15M shares | 2.14% → 4.15%+2.01 pp +329.24K (+18.09%) | Added | ↗▾ |
| 09 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $11.16M | 3.86% | 666.65K shares | 3.75% → 3.86%+0.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $10.05M | 3.48% | 47.59K shares | 3.57% → 3.48%-0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AS AMER SPORTS INC | Non-derivative | -217,659 | -$7.56M | SEC filing ↗ | SEC filing ↗ |
| KT KT CORP-SP ADR | Non-derivative | -236,015 | -$4.60M | SEC filing ↗ | SEC filing ↗ |
| LX LEXINFINTECH HOLDINGS L-ADR | Non-derivative | -323,174 | -$1.72M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1867731 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 288847308
}Research all 65 reported holdings.
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