SELDON CAPITAL LP - Portfolio Stock Holdings

SELDON CAPITAL LP disclosed 72 stock positions in a recent SEC 13F filing. $288,846,825 of stock holdings were filed, with the largest holdings including VT, CLS, and TLN. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

We estimate the fund has a total AUM of $517,751,325 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.