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CIK: 0001867731
Total reported value
$319.6M
$319.6M
65 檔
22.7%
At the close of Q3 2024, Seldon Capital LP disclosed equity holdings valued at approximately $319.6M, spread across 65 reported holdings.
Seldon Capital LP executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 5 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including RDDT, VTI, TLN) accounted for 22.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 11.15% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.64% | -0.10% | — | |
| 3 | TLN | Talen Energy CORP | Stock-Utilities | 8.25% | +0.16% | — | |
| 4 | CLS | Celestica Inc | Stock-Tech | 6.68% | +0.75% | — | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 6.11% | -0.57% | — | |
| 6 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 5.21% | +0.12% | -56.24% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 5.10% | -0.13% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.44% | -0.19% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.10% | — | |
| 10 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 3.67% | -0.75% | — | |
| 11 | ATHM | Autohome Inc-adr | Stock-Other | 3.22% | — | -30.24% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.06% | — | |
| 13 | TASK | Taskus Inc-a | Stock-Other | 3.04% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.75% | -0.19% | — | |
| 15 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 2.72% | — | -54.16% | |
| 16 | CORZ | Core Scientific Inc | Stock-Tech | 1.99% | — | — | |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.88% | -1.09% | EXIT | |
| 18 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.86% | -0.06% | +25.10% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.02% | — | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.16% | — | — | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.01% | -0.11% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.08% | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | — | — | |
| 24 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.78% | -1.25% | -4.47% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.03% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.04% | — | |
| 27 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.71% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.53% | -0.06% | — | |
| 30 | CIBEUR | Bancolombia S.a.-spons Adr | Stock-Other | 0.51% | — | -15.35% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.05% | — | |
| 32 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.43% | — | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.37% | +0.09% | — | |
| 34 | VIST | Vista Energy Sab De Cv | Stock-Other | 0.32% | — | -88.16% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.32% | -0.03% | — | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.28% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | -0.01% | — | |
| 38 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.23% | -0.02% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.09% | NEW | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.02% | — | |
| 41 | BTCGBP | Grayscale Bitcoin Mini Trust | ETF-Crypto | 0.21% | — | — | |
| 42 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.20% | +0.03% | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | — | — | |
| 44 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.20% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.01% | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.20% | — | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.01% | +900.00% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.02% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLN | Talen Energy CORP | +8.3% | NEW | New buy |
| 2 | TASK | Taskus Inc-a | +3% | NEW | New buy |
| 3 | CORZ | Core Scientific Inc | +2% | NEW | New buy |
| 4 | SMH | Vaneck Semiconductor ETF | +1.2% | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | — | Unchanged |
| 6 | RDDT | Reddit Inc-cl A | +0.7% | — | Unchanged |
| 7 | VDC | Vanguard Consumer Staple ETF | +0.6% | — | Unchanged |
| 8 | FCNCA | First Citizens Bcshs -cl A | +0.5% | +25.10% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.5% | — | Unchanged |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.4% | — | Unchanged |
| 11 | AAPL | Apple Inc | +0.4% | — | Unchanged |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | — | Unchanged |
| 13 | BTCGBP | Grayscale Bitcoin Mini Trust | +0.2% | NEW | New buy |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.2% | NEW | New buy |
| 15 | PDD | Pdd Holdings Inc | +0.2% | — | Unchanged |
| 16 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.1% | — | Unchanged |
| 17 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | — | Unchanged |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 21 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 22 | BND | Vanguard Total Bond Market | +0.1% | — | Unchanged |
| 23 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 24 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 25 | AVDV | Avantis Intl S/c Value ETF | 0% | — | Unchanged |
| 26 | HUYA | Huya Inc-adr | 0% | NEW | New buy |
| 27 | HD | Home Depot Inc | 0% | — | Unchanged |
| 28 | TIP | Ishares Tips Bond ETF | 0% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 30 | BEPC | Brookfield Renewable Corporation | 0% | — | Unchanged |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 33 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 34 | AVGO | Broadcom Inc | 0% | +900.00% | Add |
| 35 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 37 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 38 | SQM | Quimica Y Minera Chil-sp Adr | 0% | -4.47% | Trim |
| 39 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 40 | NU | Nu Holdings Ltd. | 0% | — | Unchanged |
| 41 | GOVT | Ishares US Treasury Bond ETF | 0% | — | Unchanged |
| 42 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 43 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 44 | FLDR | Fidelity Low Durat Fact ETF | 0% | — | Unchanged |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | 0% | — | Unchanged |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 47 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 48 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 49 | FCELCHF | Fuelcell Energy Inc | — | NEW | New buy |
| 50 | IGM | Ishares Expanded Tech Sector | — | — | Unchanged |
According to official SEC Form 13F filings, Seldon Capital LP reported a total U.S. public equity portfolio value of $319.6M across 65 disclosed positions in Q3 2024.
During Q3 2024, Seldon Capital LP's top holdings by market value included RDDT (11.2%)、VTI (8.6%)、TLN (8.3%). The largest single position, RDDT, represented 11.2% of total portfolio value.
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Top New Position Initiated
TLN
市值: $14.6M
Top Position Liquidated / Trimmed
TME
前期市值: $8.6M
In Q3 2024, Seldon Capital LP made 22 total portfolio adjustments, initiating 9 new buys, adding to 2 positions, trimming 6 holdings, and fully liquidating 5 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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