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CIK: 0001867731
Total reported value
$319.6M
$319.6M
58 檔
21.5%
In Q1 2024, Seldon Capital LP's U.S. equity holdings reached a combined market value of $319.6M, distributed across 58 disclosed stock positions.
During Q1 2024, Seldon Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VRT, RDDT, VTI) accounted for 21.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 10.50% | +0.12% | — | |
| 2 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 8.96% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.51% | -0.10% | — | |
| 4 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 7.30% | — | — | |
| 5 | CLSEUR | Celestica Inc | Stock-Other | 6.31% | — | — | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 6.13% | -0.57% | — | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 5.05% | -0.13% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.53% | -0.19% | — | |
| 9 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 4.17% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.10% | — | |
| 11 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 3.39% | -0.75% | — | |
| 12 | MNSO | Miniso Group Holding Ltd-adr | Stock-Other | 3.04% | — | -14.96% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.19% | — | |
| 14 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.53% | -1.09% | EXIT | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.06% | — | |
| 16 | NTES | Netease Inc-adr | Stock-Comm Services | 1.99% | — | -23.38% | |
| 17 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.42% | -0.06% | — | |
| 18 | ATHM | Autohome Inc-adr | Stock-Other | 1.15% | — | — | |
| 19 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.05% | — | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.02% | -0.11% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.02% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.95% | -0.08% | — | |
| 23 | VIST | Vista Energy Sab De Cv | Stock-Other | 0.83% | — | +64.86% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.04% | — | |
| 26 | CIBEUR | Bancolombia S.a.-spons Adr | Stock-Other | 0.71% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | -0.03% | — | |
| 28 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.64% | -0.02% | -18.48% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | -0.01% | — | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.55% | -0.06% | — | |
| 31 | U | Unity Software Inc | Stock-Tech | 0.54% | +1.27% | -81.99% | |
| 32 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.46% | — | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.05% | — | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.32% | -0.03% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.09% | — | |
| 36 | BAP | Credicorp Ltd. | Stock-Financials | 0.30% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.29% | — | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | -0.01% | — | |
| 39 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.24% | -0.02% | — | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.23% | — | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.09% | NEW | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | — | — | |
| 43 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.20% | +0.03% | +500.00% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.01% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.02% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.17% | -0.02% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | — | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.16% | -0.02% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.01% | — |
According to official SEC Form 13F filings, Seldon Capital LP reported a total U.S. public equity portfolio value of $319.6M across 58 disclosed positions in Q1 2024.
During Q1 2024, Seldon Capital LP's top holdings by market value included VRT (10.5%)、RDDT (9.0%)、VTI (8.5%). The largest single position, VRT, represented 10.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Seldon Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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