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CIK: 0001867731
Total reported value
$319.6M
$319.6M
61 檔
23.8%
As reported in its official Q2 2024 Form 13F filing, Seldon Capital LP's tracked investment portfolio stood at $319.6M with 61 total positions.
During Q2 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 RDDT, VRT, VTI) accounted for 23.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 10.47% | — | — | |
| 2 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 10.04% | +0.12% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.90% | -0.10% | — | |
| 4 | CLS | Celestica Inc | Stock-Tech | 7.26% | +0.75% | — | |
| 5 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 5.90% | — | — | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 5.50% | -0.57% | — | |
| 7 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 4.72% | — | — | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.65% | -0.13% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.02% | -0.19% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.10% | — | |
| 11 | ATHM | Autohome Inc-adr | Stock-Other | 3.76% | — | +247.84% | |
| 12 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 3.50% | -0.75% | — | |
| 13 | VIST | Vista Energy Sab De Cv | Stock-Other | 2.71% | — | +230.07% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.68% | -0.06% | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.48% | -0.19% | — | |
| 16 | CORZZ | Core Scientific Inc - 29 | Stock-Other | 2.27% | — | — | |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.92% | -1.09% | EXIT | |
| 18 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.32% | -0.06% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.02% | +900.00% | |
| 20 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.00% | — | — | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.90% | -0.11% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.08% | — | |
| 23 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.77% | -1.25% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.04% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.03% | — | |
| 27 | CIBEUR | Bancolombia S.a.-spons Adr | Stock-Other | 0.61% | — | — | |
| 28 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.57% | -0.02% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | — | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.50% | -0.06% | — | |
| 31 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.42% | — | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.05% | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.09% | — | |
| 34 | ERO | Ero Copper CORP | Stock-Other | 0.36% | — | — | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.28% | -0.03% | — | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.26% | — | — | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.23% | — | — | |
| 38 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.22% | -0.02% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | -0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.01% | — | |
| 41 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.20% | +0.03% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.09% | NEW | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | — | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.17% | -0.02% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.01% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.02% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.15% | — | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | +0.11% | — | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.14% | -0.02% | — |
According to official SEC Form 13F filings, Seldon Capital LP reported a total U.S. public equity portfolio value of $319.6M across 61 disclosed positions in Q2 2024.
During Q2 2024, Seldon Capital LP's top holdings by market value included RDDT (10.5%)、VRT (10.0%)、VTI (7.9%). The largest single position, RDDT, 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 Q2 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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