Seldon Capital LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Seldon Capital LP disclosed 65 US equity positions worth $177.3m in its Q3 2024 13F filing. The largest position was RDDT at 11.2% of the reported book, followed by VTI and TLN.
What did Seldon Capital LP own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RDDT REDDIT INC | Communication Services | 11.2% | $19.8m | 300,000 | – | |
| 2 | VTI VANGUARD INDEX FDS | 8.6% | $15.3m | 54,098 | – | ||
| 3 | TLN TALEN ENERGY CORP | Utilities | 8.3% | $14.6m | 82,095 | – | |
| 4 | CLS CELESTICA INC | Technology | 6.7% | $11.8m | 231,791 | – | |
| 5 | VDC VANGUARD WORLD FD | 6.1% | $10.8m | 49,593 | – | ||
| 6 | VRT VERTIV HOLDINGS CO | Industrials | 5.2% | $9.2m | 92,900 | – | |
| 7 | VT VANGUARD INTL EQUITY INDEX F | 5.1% | $9.0m | 75,547 | – | ||
| 8 | VEA VANGUARD TAX-MANAGED FDS | 4.4% | $7.9m | 149,017 | – | ||
| 9 | MSFT MICROSOFT CORP | Technology | 3.8% | $6.8m | 15,834 | – | |
| 10 | PDD PDD HOLDINGS INC | Consumer Cyclical | 3.7% | $6.5m | 48,226 | – | |
| 11 | ATHM AUTOHOME INC | Communication Services | 3.2% | $5.7m | 175,127 | – | |
| 12 | AAPL APPLE INC | Technology | 3.1% | $5.4m | 23,268 | – | |
| 13 | TASK TASKUS INC | Technology | 3.0% | $5.4m | 417,428 | – | |
| 14 | IEFA ISHARES TR | 2.7% | $4.9m | 62,425 | – | ||
| 15 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 2.7% | $4.8m | 63,695 | – | |
| 16 | CORZ CORE SCIENTIFIC INC NEW | Technology | 2.0% | $3.5m | 297,600 | – | |
| 17 | GBTC GRAYSCALE BITCOIN TR BTC | 1.9% | $3.3m | 66,107 | – | ||
| 18 | FCNCA FIRST CTZNS BANCSHARES INC N | Financial Services | 1.9% | $3.3m | 1,794 | – | |
| 19 | NVDA NVIDIA CORPORATION | Technology | 1.2% | $2.2m | 17,840 | – | |
| 20 | SMH VANECK ETF TRUST | 1.2% | $2.1m | 8,400 | – | ||
| 21 | EFV ISHARES TR | 1.0% | $1.8m | 31,000 | – | ||
| 22 | BND VANGUARD BD INDEX FDS | 0.9% | $1.6m | 21,582 | – | ||
| 23 | IEMG ISHARES INC | 0.8% | $1.5m | 26,019 | – | ||
| 24 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 0.8% | $1.4m | 33,042 | – | |
| 25 | VWO VANGUARD INTL EQUITY INDEX F | 0.7% | $1.3m | 27,148 | – | ||
| 26 | GOOGL ALPHABET INC | Communication Services | 0.7% | $1.3m | 7,720 | – | |
| 27 | ASHR DBX ETF TR | 0.7% | $1.3m | 44,106 | – | ||
| 28 | AMZN AMAZON COM INC | Consumer Cyclical | 0.6% | $991.3k | 5,320 | – | |
| 29 | TIP ISHARES TR | 0.5% | $940.7k | 8,515 | – | ||
| 30 | CIBEUR BANCOLOMBIA S A | 0.5% | $904.4k | 28,820 | – | ||
| 31 | META META PLATFORMS INC | Communication Services | 0.4% | $791.1k | 1,382 | – | |
| 32 | FLTR VANECK ETF TRUST | 0.4% | $764.1k | 30,000 | – | ||
| 33 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.4% | $663.9k | 3,823 | – | |
| 34 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 0.3% | $571.1k | 12,927 | – | |
| 35 | AVDV AMERICAN CENTY ETF TR | 0.3% | $565.4k | 8,000 | – | ||
| 36 | CWB SPDR SER TR | 0.3% | $501.2k | 6,544 | – | ||
| 37 | V VISA INC | Financial Services | 0.2% | $411.3k | 1,496 | – | |
| 38 | FIDELITY MERRIMACK STR TR | 0.2% | $405.4k | 8,075 | – | ||
| 39 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.2% | $401.7k | 687 | – | |
| 40 | ORCL ORACLE CORP | Technology | 0.2% | $386.0k | 2,265 | – | |
| 41 | GRAYSCALE BITCOIN MINI TR BT | 0.2% | $372.2k | 66,107 | – | ||
| 42 | IGM ISHARES TR | 0.2% | $363.2k | 3,786 | – | ||
| 43 | ITOT ISHARES TR | 0.2% | $361.3k | 2,876 | – | ||
| 44 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.2% | $361.1k | 3,403 | – | |
| 45 | LLY ELI LILLY & CO | Healthcare | 0.2% | $357.9k | 404 | – | |
| 46 | NVO NOVO-NORDISK A S | Healthcare | 0.2% | $346.5k | 2,910 | – | |
| 47 | HD HOME DEPOT INC | Consumer Cyclical | 0.2% | $334.3k | 825 | – | |
| 48 | AVGO BROADCOM INC | Technology | 0.2% | $331.2k | 1,920 | – | |
| 49 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.2% | $316.6k | 1,828 | – | |
| 50 | JNJ JOHNSON & JOHNSON | Healthcare | 0.2% | $277.6k | 1,713 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.