Seldon Capital Lp Top Holdings and 13F Report (2024) About Seldon Capital LpInvestment ActivitySeldon Capital Lp has $177.34 million in total holdings as of September 30, 2024.Seldon Capital Lp owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 15.56% of the portfolio was purchased this quarter.About 22.59% of the portfolio was sold this quarter.This quarter, Seldon Capital Lp has purchased 61 new stocks and bought additional shares in 2 stocks.Seldon Capital Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings REDDIT INC $19,776,000Vanguard Total Stock Market ETF $15,318,390TALEN ENERGY CORP $14,632,613CELESTICA INC $11,849,156Vanguard Consumer Staples ETF $10,835,079 Largest New Holdings this Quarter TALEN ENERGY CORP $14,632,613 HoldingTaskUs $5,393,170 HoldingCORE SCIENTIFIC INC NEW $3,529,536 HoldingVanEck Semiconductor ETF $2,061,780 HoldingGRAYSCALE BITCOIN MINI TR BT $372,182 Holding Largest Purchases this Quarter TALEN ENERGY CORP 82,095 shares (about $14.63M)TaskUs 417,428 shares (about $5.39M)CORE SCIENTIFIC INC NEW 297,600 shares (about $3.53M)VanEck Semiconductor ETF 8,400 shares (about $2.06M)First Citizens BancShares 360 shares (about $662.74K) Largest Sales this Quarter Vertiv 119,376 shares (about $11.88M)New Oriental Education & Technology Group 75,248 shares (about $5.71M)Vista Energy 96,282 shares (about $4.25M)Autohome 75,918 shares (about $2.48M)Bancolombia 5,228 shares (about $164.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeldon Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREDDIT INC$19,776,0000.0%300,00011.2%CL AVTIVanguard Total Stock Market ETF$15,318,3900.0%54,0988.6%ETFTALEN ENERGY CORP$14,632,613$14,632,613 ▲New Holding82,0958.3%COMCELESTICA INC$11,849,1560.0%231,7916.7%COMVDCVanguard Consumer Staples ETF$10,835,0790.0%49,5936.1%ETFVRTVertiv$9,242,621$11,876,718 ▼-56.2%92,9005.2%Computer and TechnologyVTVanguard Total World Stock ETF$9,042,9760.0%75,5475.1%ETFVEAVanguard FTSE Developed Markets ETF$7,869,5880.0%149,0174.4%ETFMSFTMicrosoft$6,813,3700.0%15,8343.8%Computer and TechnologyPDDPDD$6,501,3470.0%48,2263.7%Multi-Sector ConglomeratesATHMAutohome$5,712,643$2,476,445 ▼-30.2%175,1273.2%Computer and TechnologyAAPLApple$5,421,4440.0%23,2683.1%Computer and TechnologyTASKTaskUs$5,393,170$5,393,170 ▲New Holding417,4283.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,872,2710.0%62,4252.7%ETFEDUNew Oriental Education & Technology Group$4,830,629$5,706,809 ▼-54.2%63,6952.7%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$3,529,536$3,529,536 ▲New Holding297,6002.0%COMGRAYSCALE BITCOIN TR BTC$3,338,4040.0%66,1071.9%SHS REP COM UTFCNCAFirst Citizens BancShares$3,302,664$662,742 ▲25.1%1,7941.9%FinanceNVDANVIDIA$2,166,4900.0%17,8401.2%Computer and TechnologySMHVanEck Semiconductor ETF$2,061,780$2,061,780 ▲New Holding8,4001.2%ManufacturingEFViShares MSCI EAFE Value ETF$1,783,4300.0%31,0001.0%ETFBNDVanguard Total Bond Market ETF$1,621,0240.0%21,5820.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,493,7510.0%26,0190.8%ETFSQMSociedad Química y Minera de Chile$1,377,191$64,479 ▼-4.5%33,0420.8%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$1,299,0320.0%27,1480.7%ETFGOOGLAlphabet$1,280,3620.0%7,7200.7%Computer and TechnologyASHRX-trackers Harvest CSI 300 China A-Shares Fund$1,260,9910.0%44,1060.7%ETFAMZNAmazon.com$991,2760.0%5,3200.6%Retail/WholesaleTIPiShares TIPS Bond ETF$940,6520.0%8,5150.5%ETFCIBBancolombia$904,372$164,055 ▼-15.4%28,8200.5%FinanceMETAMeta Platforms$791,1120.0%1,3820.4%Computer and TechnologyFLTRVanEck Floating Rate ETF$764,1000.0%30,0000.4%ETFTSMTaiwan Semiconductor Manufacturing$663,9400.0%3,8230.4%Computer and TechnologyVISTVista Energy$571,115$4,253,740 ▼-88.2%12,9270.3%Oils/EnergyAVDVAvantis International Small Cap Value ETF$565,3600.0%8,0000.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$501,2050.0%6,5440.3%ETFVVisa$411,3250.0%1,4960.2%Business ServicesFLDRFidelity Low Duration Bond Factor ETF$405,4460.0%8,0750.2%ETFUNHUnitedHealth Group$401,6750.0%6870.2%MedicalORCLOracle$385,9560.0%2,2650.2%Computer and TechnologyGRAYSCALE BITCOIN MINI TR BT$372,182$372,182 ▲New Holding66,1070.2%SHSIGMiShares Expanded Tech Sector ETF$363,2290.0%3,7860.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$361,2830.0%2,8760.2%ETFBABAAlibaba Group$361,126$361,126 ▲New Holding3,4030.2%Retail/WholesaleLLYEli Lilly and Company$357,9200.0%4040.2%MedicalNVONovo Nordisk A/S$346,4940.0%2,9100.2%MedicalHDHome Depot$334,2900.0%8250.2%Retail/WholesaleAVGOBroadcom$331,200$298,080 ▲900.0%1,9200.2%Computer and TechnologyPGProcter & Gamble$316,6100.0%1,8280.2%Consumer StaplesJNJJohnson & Johnson$277,6090.0%1,7130.2%MedicalGOVTiShares U.S. Treasury Bond ETF$272,0200.0%11,6000.2%ETFADBEAdobe$251,6410.0%4860.1%Computer and TechnologyINTUIntuit$234,7380.0%3780.1%Computer and TechnologyBEPCBrookfield Renewable$233,2900.0%7,1430.1%Oils/EnergyAMATApplied Materials$227,3060.0%1,1250.1%Computer and TechnologyISRGIntuitive Surgical$226,9670.0%4620.1%MedicalMAMastercard$224,1850.0%4540.1%Business ServicesWMTWalmart$222,386$222,386 ▲New Holding2,7540.1%Retail/WholesaleBACBank of America$218,3190.0%5,5020.1%FinanceMRKMerck & Co., Inc.$212,6980.0%1,8730.1%MedicalPEPPepsiCo$212,3920.0%1,2490.1%Consumer StaplesCOSTCostco Wholesale$210,9920.0%2380.1%Retail/WholesaleNUNU$194,1030.0%14,2200.1%FinanceHUYAHUYA$51,005$51,005 ▲New Holding10,0010.0%Computer and TechnologyFCELFuelCell Energy$6,840$6,840 ▲New Holding18,0000.0%Oils/EnergyTMETencent Music Entertainment Group$0$8,646,159 ▼-100.0%00.0%Computer and TechnologyCORE SCIENTIFIC INC NEW$0$4,158,542 ▼-100.0%00.0%*W EXP 01/23/202MCHIiShares MSCI China ETF$0$1,837,263 ▼-100.0%00.0%ETFEROEro Copper$0$656,922 ▼-100.0%00.0%Basic MaterialsFXIiShares China Large-Cap ETF$0$228,712 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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