Seldon Capital LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Seldon Capital LP disclosed 67 US equity positions worth $244.3m in its Q4 2024 13F filing. The largest position was RDDT at 20.1% of the reported book, followed by CLS and TLN. Against the Q3 2024 filing, it opened 10 new positions, added to 1 and reduced 3 among the top 50 holdings.
What did Seldon Capital LP own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RDDT REDDIT INC | Communication Services | 20.1% | $49.0m | 299,800 | -0% | held |
| 2 | CLS CELESTICA INC | Technology | 8.8% | $21.4m | 231,791 | 0% | held |
| 3 | TLN TALEN ENERGY CORP | Utilities | 6.8% | $16.5m | 82,095 | 0% | held |
| 4 | VTI VANGUARD INDEX FDS | 6.4% | $15.7m | 54,098 | 0% | held | |
| 5 | VRT VERTIV HOLDINGS CO | Industrials | 4.3% | $10.6m | 92,900 | 0% | held |
| 6 | VDC VANGUARD WORLD FD | 4.3% | $10.5m | 49,593 | 0% | held | |
| 7 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 4.1% | $10.0m | 26,154 | – | new |
| 8 | VT VANGUARD INTL EQUITY INDEX F | 3.6% | $8.9m | 75,547 | 0% | held | |
| 9 | VEA VANGUARD TAX-MANAGED FDS | 2.9% | $7.1m | 149,017 | 0% | held | |
| 10 | MSFT MICROSOFT CORP | Technology | 2.7% | $6.7m | 15,834 | 0% | held |
| 11 | TASK TASKUS INC | Technology | 2.7% | $6.6m | 387,318 | -7% | reduced |
| 12 | PAM PAMPA ENERGIA S A | Industrials | 2.5% | $6.2m | 70,098 | – | new |
| 13 | AAPL APPLE INC | Technology | 2.4% | $5.8m | 23,268 | 0% | held |
| 14 | EQT EQT CORP | Energy | 2.2% | $5.3m | 115,630 | – | new |
| 15 | GBTC GRAYSCALE BITCOIN TRUST ETF | 2.0% | $4.9m | 66,107 | 0% | held | |
| 16 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.9% | $4.7m | 48,226 | 0% | held |
| 17 | QFIN QIFU TECHNOLOGY INC | Financial Services | 1.9% | $4.6m | 120,880 | – | new |
| 18 | IEFA ISHARES TR | 1.8% | $4.4m | 62,425 | 0% | held | |
| 19 | CORZ CORE SCIENTIFIC INC NEW | Technology | 1.7% | $4.2m | 297,600 | 0% | held |
| 20 | FCNCA FIRST CTZNS BANCSHARES INC N | Financial Services | 1.6% | $3.8m | 1,794 | 0% | held |
| 21 | TGS TRANSPORTADORA DE GAS SUR | Energy | 1.5% | $3.8m | 128,848 | – | new |
| 22 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 1.2% | $2.9m | 47,062 | – | new |
| 23 | ATHM AUTOHOME INC | Communication Services | 1.1% | $2.7m | 103,113 | -41% | reduced |
| 24 | NVDA NVIDIA CORPORATION | Technology | 1.0% | $2.4m | 17,840 | 0% | held |
| 25 | LX LEXINFINTECH HLDGS LTD | Financial Services | 0.9% | $2.3m | 390,834 | – | new |
| 26 | EFV ISHARES TR | 0.7% | $1.6m | 31,000 | 0% | held | |
| 27 | BND VANGUARD BD INDEX FDS | 0.6% | $1.6m | 21,582 | 0% | held | |
| 28 | GOOGL ALPHABET INC | Communication Services | 0.6% | $1.5m | 7,720 | 0% | held |
| 29 | IEMG ISHARES INC | 0.6% | $1.4m | 26,019 | 0% | held | |
| 30 | VWO VANGUARD INTL EQUITY INDEX F | 0.5% | $1.2m | 27,148 | 0% | held | |
| 31 | ASHR DBX ETF TR | 0.5% | $1.2m | 44,106 | 0% | held | |
| 32 | AMZN AMAZON COM INC | Consumer Cyclical | 0.5% | $1.2m | 5,320 | 0% | held |
| 33 | TIP ISHARES TR | 0.4% | $907.3k | 8,515 | 0% | held | |
| 34 | META META PLATFORMS INC | Communication Services | 0.3% | $809.2k | 1,382 | 0% | held |
| 35 | FLTR VANECK ETF TRUST | 0.3% | $763.5k | 30,000 | 0% | held | |
| 36 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.3% | $755.0k | 3,823 | 0% | held |
| 37 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 0.3% | $699.5k | 12,927 | 0% | held |
| 38 | BTC GRAYSCALE BITCOIN MINI TR ET | 0.2% | $553.6k | 13,221 | – | new | |
| 39 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 0.2% | $553.6k | 36,635 | – | new |
| 40 | AVDV AMERICAN CENTY ETF TR | 0.2% | $520.6k | 8,000 | 0% | held | |
| 41 | CWB SPDR SER TR | 0.2% | $509.7k | 6,544 | 0% | held | |
| 42 | V VISA INC | Financial Services | 0.2% | $472.8k | 1,496 | 0% | held |
| 43 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 0.2% | $463.5k | 12,747 | -61% | reduced |
| 44 | AVGO BROADCOM INC | Technology | 0.2% | $445.1k | 1,920 | 0% | held |
| 45 | API AGORA INC | Technology | 0.2% | $425.5k | 102,273 | – | new |
| 46 | FIDELITY MERRIMACK STR TR | 0.2% | $403.2k | 8,075 | 0% | held | |
| 47 | IGM ISHARES TR | 0.2% | $386.5k | 3,786 | 0% | held | |
| 48 | ORCL ORACLE CORP | Technology | 0.2% | $377.4k | 2,265 | 0% | held |
| 49 | ITOT ISHARES TR | 0.2% | $369.9k | 2,876 | 0% | held | |
| 50 | NU NU HLDGS LTD | Financial Services | 0.1% | $366.0k | 35,325 | 148% | added |
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.