SELDON CAPITAL LP

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
70
Total value ($000)
$284,546
Net value change ($000)
+54,347 (23.6%)
New positions
11
Sold out positions
8
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CLS 10,105 57.8%
TLN 9,539 46.3%
SQM 9,308 NEW
ACMR 7,562 NEW
INTC 7,405 NEW
U 6,319 NEW
LAR 6,076 NEW
TER 5,141 NEW
RDDT 2,653 52.8%
VT 1,978 7.2%
Top Reduces (Value $000, Stocks/ETFs)
QFIN -5,607 -100.0%
AS -3,062 -28.8%
LX -3,019 -63.7%
EQT -2,955 -33.9%
NU -2,315 -17.8%
GGAL -2,300 -100.0%
SMFG -1,403 -100.0%
MUFG -789 -17.4%
VIST -618 -100.0%
KT -302 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type