# EDGAR Filing Document

**Accession Number:** 0001867731
**File Stem:** 0002073679-26-000058
**Filing Date:** 2026-5
**Character Count:** 10150
**Document Hash:** bec4983c0b582a94df525a043d6cc5e3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002073679-26-000058.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002073679-26-000058

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SELDON CAPITAL LP
- **CENTRAL INDEX KEY:** 0001867731

**ORGANIZATION NAME:**
- **EIN:** 833397840
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21787
- **FILM NUMBER:** 26986559

**BUSINESS ADDRESS:**
- **STREET 1:** 3675 SACRAMENTO STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94118
- **BUSINESS PHONE:** 4152348878

**MAIL ADDRESS:**
- **STREET 1:** 3675 SACRAMENTO STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94118

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SELDON CAPITAL LP<br>**Address:** 3675 SACRAMENTO STREET<br>SAN FRANCISCO, CA 94118

**Form 13F File Number:** 028-21787

**CRD Number (if applicable):** 000300755

**SEC File Number (if applicable):** 801-114818

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew Fong<br>**Title:** Managing Member<br>**Phone:** (646) 415-2990

**Signature, Place, and Date of Signing:**

Matthew Fong  San Francisco, CA  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $272002585

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BENTLEY SYS INC | COM CL B | 08265T208 |  | 27863295 | 793374 | SH |  | SOLE |  | 793374 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 19938719 | 70785 | SH |  | SOLE |  | 70785 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 17813034 | 55800 | SH |  | SOLE |  | 55800 | 0 | 0 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 |  | 15363060 | 189808 | SH |  | SOLE |  | 189808 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 14050836 | 43798 | SH |  | SOLE |  | 0 | 0 | 43798 |
| LITHIUM ARGENTINA AG | COM SHS | H5012F103 |  | 12417017 | 1858689 | SH |  | SOLE |  | 1858689 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 11235578 | 176549 | SH |  | SOLE |  | 176549 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 10688912 | 47593 | SH |  | SOLE |  | 0 | 0 | 47593 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 10449661 | 75547 | SH |  | SOLE |  | 0 | 0 | 75547 |
| INTEL CORP | COM | 458140100 |  | 9976513 | 226071 | SH |  | SOLE |  | 226071 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 9693327 | 674553 | SH |  | SOLE |  | 674553 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 9549009 | 149017 | SH |  | SOLE |  | 0 | 0 | 149017 |
| TERADYNE INC | COM | 880770102 |  | 8093358 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| SMITHFIELD FOODS INC | COM | 832248207 |  | 7687191 | 274837 | SH |  | SOLE |  | 274837 | 0 | 0 |
| HUYA INC | ADS REP SHS A | 44852D108 |  | 7514470 | 2277112 | SH |  | SOLE |  | 2277112 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5905186 | 23268 | SH |  | SOLE |  | 0 | 0 | 23268 |
| PAMPA ENERGIA SA | SPONS ADR LVL I | 697660207 |  | 5704445 | 64457 | SH |  | SOLE |  | 64457 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 5651335 | 62425 | SH |  | SOLE |  | 0 | 0 | 62425 |
| CF INDUSTRIES HOLD | COM | 125269100 |  | 5410043 | 41667 | SH |  | SOLE |  | 41667 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 5166119 | 50559 | SH |  | SOLE |  | 50559 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 4844213 | 19332 | SH |  | SOLE |  | 19332 | 0 | 0 |
| FASTLY INC | CL A | 31188V100 |  | 4395761 | 151265 | SH |  | SOLE |  | 151265 | 0 | 0 |
| ISHARES INC | MSCI CHILE ETF | 464286640 |  | 4378411 | 110121 | SH |  | SOLE |  | 110121 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3111296 | 17840 | SH |  | SOLE |  | 0 | 0 | 17840 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 2959836 | 56100 | SH |  | SOLE |  | 56100 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 |  | 2702602 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2304850 | 31000 | SH |  | SOLE |  | 0 | 0 | 31000 |
| LSB INDS INC | COM | 502160104 |  | 2284438 | 153318 | SH |  | SOLE |  | 153318 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2219963 | 7720 | SH |  | SOLE |  | 0 | 0 | 7720 |
| MICROSOFT CORP | COM | 594918104 |  | 1897491 | 5126 | SH |  | SOLE |  | 0 | 0 | 5126 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1814825 | 26019 | SH |  | SOLE |  | 0 | 0 | 26019 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1589298 | 21582 | SH |  | SOLE |  | 0 | 0 | 21582 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1467349 | 27148 | SH |  | SOLE |  | 0 | 0 | 27148 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 |  | 1439620 | 44106 | SH |  | SOLE |  | 0 | 0 | 44106 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 1291983 | 3823 | SH |  | SOLE |  | 0 | 0 | 3823 |
| AMAZON COM INC | COM | 023135106 |  | 1107996 | 5320 | SH |  | SOLE |  | 0 | 0 | 5320 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 1074533 | 48976 | SH |  | SOLE |  | 48976 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 939715 | 8515 | SH |  | SOLE |  | 0 | 0 | 8515 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 798880 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| META PLATFORMS INC | CL A | 30303M102 |  | 790684 | 1382 | SH |  | SOLE |  | 0 | 0 | 1382 |
| BROADCOM INC | COM | 11135F101 |  | 594259 | 1920 | SH |  | SOLE |  | 0 | 0 | 1920 |
| VISA INC | COM CL A | 92826C839 |  | 452151 | 1496 | SH |  | SOLE |  | 0 | 0 | 1496 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 448679 | 3786 | SH |  | SOLE |  | 0 | 0 | 3786 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 418726 | 1713 | SH |  | SOLE |  | 0 | 0 | 1713 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 409629 | 2876 | SH |  | SOLE |  | 0 | 0 | 2876 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 396498 | 13221 | SH |  | SOLE |  | 13221 | 0 | 0 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 |  | 388758 | 3993 | SH |  | SOLE |  | 0 | 0 | 3993 |
| APPLIED MATLS INC | COM | 038222105 |  | 384514 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 372303 | 4068 | SH |  | SOLE |  | 0 | 0 | 4068 |
| ELI LILLY  CO | COM | 532457108 |  | 371587 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 |  | 348164 | 7510 | SH |  | SOLE |  | 7510 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 342267 | 2754 | SH |  | SOLE |  | 0 | 0 | 2754 |
| AMPHENOL CORP | CL A | 032095101 |  | 337102 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| ORACLE CORP | COM | 68389X105 |  | 333204 | 2265 | SH |  | SOLE |  | 0 | 0 | 2265 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 329036 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 |  | 327928 | 6552 | SH |  | SOLE |  | 0 | 0 | 6552 |
| HOME DEPOT INC | COM | 437076102 |  | 271334 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| BANK AMERICA CORP | COM | 060505104 |  | 268223 | 5502 | SH |  | SOLE |  | 0 | 0 | 5502 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 265756 | 11600 | SH |  | SOLE |  | 0 | 0 | 11600 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 264036 | 1828 | SH |  | SOLE |  | 0 | 0 | 1828 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 237150 | 238 | SH |  | SOLE |  | 0 | 0 | 238 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 226846 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| MERCK  CO INC | COM | 58933Y105 |  | 225303 | 1873 | SH |  | SOLE |  | 0 | 0 | 1873 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 212977 | 462 | SH |  | SOLE |  | 0 | 0 | 462 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 |  | 191303 | 11273 | SH |  | SOLE |  | 11273 | 0 | 0 |

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