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CIK: 0001867731
Total reported value
$319.6M
$319.6M
67 檔
35.4%
In Q4 2024, Seldon Capital LP's U.S. equity holdings reached a combined market value of $319.6M, distributed across 67 disclosed stock positions.
Seldon Capital LP executed strategic sector rebalancing during Q4 2024, establishing 13 new positions while fully exiting 11 holdings and trimming 4 positions.
In terms of portfolio concentration, the top 5 core holdings (including RDDT, CLS, TLN) accounted for 35.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
LULU
市值: $10.0M
Top Position Liquidated / Trimmed
EDU
前期市值: $4.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 20.06% | — | -0.07% | |
| 2 | CLS | Celestica Inc | Stock-Tech | 8.76% | +0.75% | — | |
| 3 | TLN | Talen Energy CORP | Stock-Utilities | 6.77% | +0.16% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.42% | -0.10% | — | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.32% | +0.12% | — | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 4.29% | -0.57% | — | |
| 7 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 4.09% | — | — | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.63% | -0.13% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.92% | -0.19% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.10% | — | |
| 11 | TASK | Taskus Inc-a | Stock-Other | 2.69% | — | -7.21% | |
| 12 | PAM | Pampa Energia Sa-spon Adr | Stock-Other | 2.52% | -0.72% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.06% | — | |
| 14 | EQT | Eqt CORP | Stock-Energy | 2.18% | -4.13% | EXIT | |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.00% | -1.09% | EXIT | |
| 16 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.91% | -0.75% | — | |
| 17 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 1.90% | — | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.80% | -0.19% | — | |
| 19 | CORZ | Core Scientific Inc | Stock-Tech | 1.71% | — | — | |
| 20 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.55% | -0.06% | — | |
| 21 | TGS | Transportador Gas-adr Sp B | Stock-Other | 1.54% | — | — | |
| 22 | GGAL | Grupo Financiero Galicia-adr | Stock-Other | 1.20% | — | — | |
| 23 | ATHM | Autohome Inc-adr | Stock-Other | 1.10% | — | -41.12% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.02% | — | |
| 25 | LX | Lexinfintech Holdings L-adr | Stock-Other | 0.93% | — | — | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | -0.11% | — | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.08% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.04% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.03% | — | |
| 31 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.48% | -0.02% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.01% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.37% | -0.06% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.05% | — | |
| 35 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.31% | — | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.09% | — | |
| 37 | VIST | Vista Energy Sab De Cv | Stock-Other | 0.29% | — | — | |
| 38 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.23% | -0.15% | EXIT | |
| 39 | SUPV | Grupo Supervielle Sa-sp Adr | Stock-Other | 0.23% | — | — | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.21% | -0.03% | — | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.21% | — | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.01% | — | |
| 43 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.19% | -1.25% | -61.42% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | — | |
| 45 | API | Agora Inc-adr | Stock-Other | 0.17% | — | — | |
| 46 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.17% | -0.02% | — | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.16% | +0.03% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.02% | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | — | — | |
| 50 | NU | Nu Holdings Ltd. | Stock-Financials | 0.15% | -1.28% | +148.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | +8.9% | -0.07% | Trim |
| 2 | LULU | Lululemon Athletica Inc | +4.1% | NEW | New buy |
| 3 | PAM | Pampa Energia Sa-spon Adr | +2.5% | NEW | New buy |
| 4 | EQT | Eqt CORP | +2.2% | NEW | New buy |
| 5 | CLS | Celestica Inc | +2.1% | — | Unchanged |
| 6 | QFIN | Qfin Holdings Inc-adr | +1.9% | NEW | New buy |
| 7 | TGS | Transportador Gas-adr Sp B | +1.5% | NEW | New buy |
| 8 | GGAL | Grupo Financiero Galicia-adr | +1.2% | NEW | New buy |
| 9 | LX | Lexinfintech Holdings L-adr | +0.9% | NEW | New buy |
| 10 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | New buy |
| 11 | SUPV | Grupo Supervielle Sa-sp Adr | +0.2% | NEW | New buy |
| 12 | API | Agora Inc-adr | +0.2% | NEW | New buy |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 14 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 15 | SOHU | Sohu.com Ltd-adr | +0.1% | NEW | New buy |
| 16 | NU | Nu Holdings Ltd. | 0% | +148.42% | Add |
| 17 | HTT | High Templar Tech Limited | 0% | NEW | New buy |
| 18 | FCELCHF | Fuelcell Energy Inc | — | EXIT | Sold out |
| 19 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 20 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 21 | VIST | Vista Energy Sab De Cv | 0% | — | Unchanged |
| 22 | HUYA | Huya Inc-adr | 0% | EXIT | Sold out |
| 23 | WMT | Walmart Inc | 0% | — | Unchanged |
| 24 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 25 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 26 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 27 | INTU | Intuit Inc | 0% | — | Unchanged |
| 28 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 29 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 30 | GOVT | Ishares US Treasury Bond ETF | 0% | — | Unchanged |
| 31 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 32 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 33 | ITOT | Ishares Core S&p Total U.s. | -0.1% | — | Unchanged |
| 34 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | — | Unchanged |
| 35 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 36 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 37 | FLDR | Fidelity Low Durat Fact ETF | -0.1% | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 39 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | — | Unchanged |
| 41 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 42 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 44 | AVDV | Avantis Intl S/c Value ETF | -0.1% | — | Unchanged |
| 45 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 46 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 48 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 49 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | — | Unchanged |
| 50 | BEPC | Brookfield Renewable Corporation | -0.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Seldon Capital LP reported a total U.S. public equity portfolio value of $319.6M across 67 disclosed positions in Q4 2024.
During Q4 2024, Seldon Capital LP's top holdings by market value included RDDT (20.1%)、CLS (8.8%)、TLN (6.8%). The largest single position, RDDT, represented 20.1% of total portfolio value.
In Q4 2024, Seldon Capital LP made 29 total portfolio adjustments, initiating 13 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 11 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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