Seldon Capital Lp Top Holdings and 13F Report (2025) About Seldon Capital LpInvestment ActivitySeldon Capital Lp has $244.27 million in total holdings as of December 31, 2024.Seldon Capital Lp owns shares of 67 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.27% of the portfolio was purchased this quarter.About 5.17% of the portfolio was sold this quarter.This quarter, Seldon Capital Lp has purchased 65 new stocks and bought additional shares in 1 stock.Seldon Capital Lp sold shares of 4 stocks and completely divested from 11 stocks this quarter.Largest Holdings REDDIT INC $48,999,312CELESTICA INC $21,394,309TALEN ENERGY CORP $16,539,680Vanguard Total Stock Market ETF $15,678,141Vertiv $10,554,369 Largest New Holdings this Quarter Lululemon Athletica $10,001,551 HoldingPampa Energía $6,164,418 HoldingEQT $5,331,699 HoldingQifu Technology $4,639,374 HoldingTransportadora de Gas del Sur $3,771,381 Holding Largest Purchases this Quarter Lululemon Athletica 26,154 shares (about $10.00M)Pampa Energía 70,098 shares (about $6.16M)EQT 115,630 shares (about $5.33M)Qifu Technology 120,880 shares (about $4.64M)Transportadora de Gas del Sur 128,848 shares (about $3.77M) Largest Sales this Quarter Autohome 72,014 shares (about $1.87M)Sociedad Química y Minera de Chile 20,295 shares (about $737.93K)TaskUs 30,110 shares (about $510.06K)REDDIT INC 200 shares (about $32.69K) 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$48,999,312$32,688 ▼-0.1%299,80020.1%CL ACELESTICA INC$21,394,3090.0%231,7918.8%COMTALEN ENERGY CORP$16,539,6800.0%82,0956.8%COMVTIVanguard Total Stock Market ETF$15,678,1410.0%54,0986.4%ETFVRTVertiv$10,554,3690.0%92,9004.3%Computer and TechnologyVDCVanguard Consumer Staples ETF$10,482,9680.0%49,5934.3%ETFLULULululemon Athletica$10,001,551$10,001,551 ▲New Holding26,1544.1%Consumer DiscretionaryVTVanguard Total World Stock ETF$8,875,2620.0%75,5473.6%ETFVEAVanguard FTSE Developed Markets ETF$7,125,9930.0%149,0172.9%ETFMSFTMicrosoft$6,674,0310.0%15,8342.7%Computer and TechnologyTASKTaskUs$6,561,167$510,063 ▼-7.2%387,3182.7%Computer and TechnologyPAMPampa Energía$6,164,418$6,164,418 ▲New Holding70,0982.5%UtilitiesAAPLApple$5,826,7730.0%23,2682.4%Computer and TechnologyEQTEQT$5,331,699$5,331,699 ▲New Holding115,6302.2%Oils/EnergyGRAYSCALE BITCOIN TRUST ETF$4,893,2400.0%66,1072.0%SHS REP COM UTPDDPDD$4,677,4400.0%48,2261.9%Retail/WholesaleQFINQifu Technology$4,639,374$4,639,374 ▲New Holding120,8801.9%Business ServicesIEFAiShares Core MSCI EAFE ETF$4,387,2290.0%62,4251.8%ETFCORE SCIENTIFIC INC NEW$4,181,2800.0%297,6001.7%COMFCNCAFirst Citizens BancShares$3,790,7580.0%1,7941.6%FinanceTGSTransportadora de Gas del Sur$3,771,381$3,771,381 ▲New Holding128,8481.5%Oils/EnergyGGALGrupo Financiero Galicia$2,932,904$2,932,904 ▲New Holding47,0621.2%FinanceATHMAutohome$2,675,782$1,868,763 ▼-41.1%103,1131.1%Computer and TechnologyNVDANVIDIA$2,395,7340.0%17,8401.0%Computer and TechnologyLXLexinFintech$2,266,837$2,266,837 ▲New Holding390,8340.9%FinanceEFViShares MSCI EAFE Value ETF$1,626,5700.0%31,0000.7%ETFBNDVanguard Total Bond Market ETF$1,551,9620.0%21,5820.6%ETFGOOGLAlphabet$1,461,3960.0%7,7200.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,358,7120.0%26,0190.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,195,5980.0%27,1480.5%ETFASHRX-trackers Harvest CSI 300 China A-Shares Fund$1,167,4860.0%44,1060.5%ETFAMZNAmazon.com$1,167,1550.0%5,3200.5%Retail/WholesaleTIPiShares TIPS Bond ETF$907,2730.0%8,5150.4%ETFMETAMeta Platforms$809,1750.0%1,3820.3%Computer and TechnologyFLTRVanEck Floating Rate ETF$763,5000.0%30,0000.3%ETFTSMTaiwan Semiconductor Manufacturing$755,0040.0%3,8230.3%Computer and TechnologyVISTVista Energy$699,4800.0%12,9270.3%Oils/EnergyGRAYSCALE BITCOIN MINI TR ET$553,563$553,563 ▲New Holding13,2210.2%SHS NEWSUPVGrupo Supervielle$553,555$553,555 ▲New Holding36,6350.2%FinanceAVDVAvantis International Small Cap Value ETF$520,6400.0%8,0000.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$509,7120.0%6,5440.2%ETFVVisa$472,7960.0%1,4960.2%Business ServicesSQMSociedad Química y Minera de Chile$463,481$737,926 ▼-61.4%12,7470.2%Basic MaterialsAVGOBroadcom$445,1330.0%1,9200.2%Computer and TechnologyAPIAgora$425,456$425,456 ▲New Holding102,2730.2%Business ServicesFLDRFidelity Low Duration Bond Factor ETF$403,1850.0%8,0750.2%ETFIGMiShares Expanded Tech Sector ETF$386,5130.0%3,7860.2%ETFORCLOracle$377,4400.0%2,2650.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$369,9110.0%2,8760.2%ETFNUNU$365,967$218,648 ▲148.4%35,3250.1%FinanceUNHUnitedHealth Group$347,5260.0%6870.1%MedicalHDHome Depot$320,9170.0%8250.1%Retail/WholesaleLLYEli Lilly and Company$311,8880.0%4040.1%MedicalPGProcter & Gamble$306,4640.0%1,8280.1%Consumer StaplesGOVTiShares U.S. Treasury Bond ETF$266,5680.0%11,6000.1%ETFNVONovo Nordisk A/S$250,3180.0%2,9100.1%MedicalWMTWalmart$248,8240.0%2,7540.1%Retail/WholesaleJNJJohnson & Johnson$247,7340.0%1,7130.1%MedicalBACBank of America$241,8130.0%5,5020.1%FinanceISRGIntuitive Surgical$241,1460.0%4620.1%MedicalMAMastercard$239,0630.0%4540.1%Business ServicesINTUIntuit$237,5730.0%3780.1%Computer and TechnologyNOWServiceNow$218,385$218,385 ▲New Holding2060.1%Computer and TechnologyCOSTCostco Wholesale$218,0720.0%2380.1%Retail/WholesaleADBEAdobe$216,1140.0%4860.1%Computer and TechnologySOHUSohu.com$131,932$131,932 ▲New Holding10,0100.1%Computer and TechnologyQDQudian$92,256$92,256 ▲New Holding32,7150.0%FinanceEDUNew Oriental Education & Technology Group$0$4,830,629 ▼-100.0%00.0%Consumer DiscretionarySMHVanEck Semiconductor ETF$0$2,061,780 ▼-100.0%00.0%ManufacturingCIBBancolombia$0$904,372 ▼-100.0%00.0%FinanceGRAYSCALE BITCOIN MINI TR BT$0$372,182 ▼-100.0%00.0%SHSBABAAlibaba Group$0$361,126 ▼-100.0%00.0%Retail/WholesaleBEPCBrookfield Renewable$0$233,290 ▼-100.0%00.0%Oils/EnergyAMATApplied Materials$0$227,306 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$212,698 ▼-100.0%00.0%MedicalPEPPepsiCo$0$212,392 ▼-100.0%00.0%Consumer StaplesHUYAHUYA$0$51,005 ▼-100.0%00.0%Computer and TechnologyFCELFuelCell Energy$0$6,840 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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