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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SELDON CAPITAL LP

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001867731-23-000002

Total Value
$115.7M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1DT MIDSTREAM INC DTM189,097$10.4M9.03%
2VANGUARD INDEX FDS 92290876954,098$10.3M8.94%
3VANGUARD WORLD FDS 92204A20749,593$9.5M8.21%
4BANCOLOMBIA S A 05968L102253,714$7.2M6.26%
5VANGUARD INTL EQUITY INDEX F 92204274275,547$6.5M5.63%
6VANGUARD TAX-MANAGED FDS 921943858149,017$6.3M5.41%
7SIGMA LITHIUM CORPORATION SGML185,679$5.2M4.53%
8NEW ORIENTAL ED & TECHNOLOGY 647581206138,943$4.8M4.18%
9CREDICORP LTD BAP34,689$4.7M4.07%
10PINDUODUO INC PDD48,226$3.9M3.40%
11ISHARES TR 46432F84262,425$3.8M3.33%
12MINISO GROUP HLDG LTD MSOGF324,738$3.5M3.01%
13AMTECH SYS INC ASYS428,301$3.3M2.81%
14APPLE INC AAPL23,268$3.0M2.61%
15LIVENT CORP LIVG117,554$2.3M2.02%
16TOWER SEMICONDUCTOR LTD TSEM48,736$2.1M1.82%
17VANGUARD BD INDEX FDS 92193783521,582$1.6M1.34%
18DBX ETF TR 23305187954,106$1.5M1.31%
19ISHARES TR 46428887731,000$1.4M1.23%
20LOGITECH INTL S A H5043023222,400$1.4M1.21%
21MICROSOFT CORP MSFT5,126$1.2M1.06%
22ISHARES INC 46434G10326,019$1.2M1.05%
23VANGUARD INTL EQUITY INDEX F 92204285827,148$1.1M0.91%
24ISHARES TR 4642871768,515$906,3370.78%
25VANECK ETF TRUST 92189F48630,000$746,4000.65%
26ALPHABET INC GOOG7,720$681,1360.59%
27AMAZON COM INC AMZN5,320$446,8800.39%
28AMERICAN CENTY ETF TR 0250728028,000$442,8000.38%
29SPDR SER TR 78464A3596,544$421,0410.36%
30FIDELITY MERRIMACK STR TR 3161884088,075$399,5510.35%
31UNITEDHEALTH GROUP INC UNH687$364,2340.31%
32VISA INC V1,496$310,8090.27%
33JOHNSON & JOHNSON JNJ1,713$302,6010.26%
34TAIWAN SEMICONDUCTOR MFG LTD 8740391003,823$284,7750.25%
35PROCTER AND GAMBLE CO 7427181091,828$277,0520.24%
36ISHARES TR 46429B26711,600$263,5520.23%
37NVIDIA CORPORATION NVDA1,784$260,7140.23%
38HOME DEPOT INC HD825$260,5850.23%
39ISHARES TR 4642871502,876$243,8850.21%
40SOCIEDAD QUIMICA Y MINERA DE 8336351053,009$240,2390.21%
41PEPSICO INC PEP1,249$225,6440.20%
42ISHARES TR 46434VAX88,468$211,9540.18%
43MERCK & CO INC MRK1,873$207,8090.18%
44NOVO-NORDISK A S NONOF1,455$196,9200.17%
45BROOKFIELD RENEWABLE CORP BEPC7,143$196,7180.17%
46ORACLE CORP ORCL-PD2,265$185,1410.16%
47BK OF AMERICA CORP 0605051045,502$182,2260.16%
48ISHARES TR 464287549631$176,6800.15%
49META PLATFORMS INC META1,382$166,3100.14%
50ADOBE SYSTEMS INCORPORATED ADBE486$163,5540.14%
51MASTERCARD INCORPORATED MA454$157,8690.14%
52PROLOGIS INC. PLDGP1,396$157,3710.14%
53COCA COLA CO KO2,389$151,9640.13%
54LILLY ELI & CO LLY404$147,7990.13%
55INTUIT INTU378$147,1250.13%
56TAL EDUCATION GROUP TAL20,000$141,0000.12%
57THERMO FISHER SCIENTIFIC INC TMO254$139,8750.12%
58NIKE INC NKE1,182$138,3060.12%
59CIGNA CORP NEW 125523100401$132,8670.11%
60LOWES COS INC 548661107658$131,1000.11%
61WALMART INC WMT918$130,1630.11%
62ELEVANCE HEALTH INC ELV250$128,2430.11%
63INTUITIVE SURGICAL INC ISRG462$122,5920.11%
64VANECK ETF TRUST 92189H3005,000$121,1500.10%
65SHERWIN WILLIAMS CO SHW498$118,1900.10%
66THOMSON REUTERS CORP. TMSOF1,034$117,9480.10%
67CANADIAN NATL RY CO 136375102974$115,7890.10%
68ISHARES TR 4642871844,000$113,2000.10%
69ACCENTURE PLC IRELAND ACN423$112,8730.10%
70TEXAS INSTRS INC 882508104672$111,0280.10%
71APPLIED MATLS INC 0382221051,125$109,5530.09%
72IDEXX LABS INC 45168D104267$108,9250.09%
73COSTCO WHSL CORP NEW 22160K105238$108,6470.09%
74BROADCOM INC AVGO192$107,3530.09%
75NOVARTIS AG NVSEF1,167$105,8700.09%
76COMCAST CORP NEW CCZ2,929$102,4270.09%
77AMPHENOL CORP NEW 0320951011,334$101,5710.09%
78STARBUCKS CORP SBUX1,018$100,9860.09%
79MCDONALDS CORP MCD379$99,8780.09%
80HUNT J B TRANS SVCS INC 445658107567$98,8620.09%
81INTERCONTINENTAL EXCHANGE IN 45866F104941$96,5370.08%
82ASTRAZENECA PLC AZN1,414$95,8690.08%
83BLACKROCK INC BLK132$93,5390.08%
84JD.COM INC JDCMF1,654$92,8390.08%
85UNION PAC CORP UNP447$92,5600.08%
86PROGRESSIVE CORP 743315103709$91,9640.08%
87RELX PLC RLXXF3,285$91,0600.08%
88ABBOTT LABS ABLZF820$90,0280.08%
89BOSTON SCIENTIFIC CORP BSX1,938$89,6710.08%
90ILLINOIS TOOL WKS INC 452308109404$89,0010.08%
91DEERE & CO DE203$87,0380.08%
92INFOSYS LTD INFY4,624$83,2780.07%
93SANOFI SNYNF1,703$82,4760.07%
94SERVICENOW INC NOW206$79,9840.07%
95MCKESSON CORP MCK213$79,9010.07%
96ANGLOGOLD ASHANTI LIMITED AU3,993$77,5440.07%
97MASCO CORP MAS1,632$76,1650.07%
98DIAGEO PLC DGEAF427$76,0870.07%
99LOCKHEED MARTIN CORP LMT155$75,4060.07%
100REGENERON PHARMACEUTICALS REGN104$75,0350.06%
101QIAGEN NV QGEN1,488$74,2070.06%
102HERSHEY CO HSY318$73,6390.06%
103ROPER TECHNOLOGIES INC ROP170$73,4550.06%
104AMETEK INC AME525$73,3530.06%
105DUKE ENERGY CORP NEW DUKB710$73,1230.06%
106DR REDDYS LABS LTD 2561352031,390$71,9330.06%
107INVESCO EXCH TRADED FD TR II IVZ4,000$70,4800.06%
108CRH PLC CRH1,767$70,3090.06%
109ISHARES TR 4642886872,284$69,7310.06%
110NATIONAL GRID PLC NMPWP1,136$68,5240.06%
111MSCI INC MSCI143$66,5190.06%
112CDW CORP CDW370$66,0750.06%
113SEI INVTS CO 7841171031,122$65,4130.06%
114LAM RESEARCH CORP LRCX154$64,7260.06%
115CHUNGHWA TELECOM CO LTD CHT1,728$63,2280.05%
116LINDE PLC LIN190$61,9740.05%
117DANAHER CORPORATION 235851102229$60,7810.05%
118L3HARRIS TECHNOLOGIES INC LHX288$59,9640.05%
119STMICROELECTRONICS N V STMEF1,665$59,2240.05%
120SOUTHERN CO SOMN820$58,5560.05%
121MID-AMER APT CMNTYS INC 59522J103366$57,4580.05%
122OREILLY AUTOMOTIVE INC 67103H10768$57,3940.05%
123AMERICAN ELEC PWR CO INC 025537101602$57,1600.05%
124ISHARES INC 4642867721,000$56,4800.05%
125TOYOTA MOTOR CORP TOYOF402$54,9050.05%
126ADVANCED MICRO DEVICES INC AMD841$54,4720.05%
127BRISTOL-MYERS SQUIBB CO CELG-RI747$53,7470.05%
128ISHARES TR 46429B6711,124$53,3900.05%
129MOTOROLA SOLUTIONS INC MSI207$53,3460.05%
130NICE LTD NCSYF273$52,4980.05%
131TJX COS INC NEW 872540109656$52,2180.05%
132LENNAR CORP LEN-B569$51,4950.04%
133AUTOMATIC DATA PROCESSING IN ADP215$51,3550.04%
134ISHARES INC 4642861452,000$50,9400.04%
135NEXTERA ENERGY INC NEE-PW600$50,1600.04%
136MARVELL TECHNOLOGY INC MRVL1,342$49,7080.04%
137MONDELEZ INTL INC 609207105733$48,8540.04%
138ANSYS INC 03662Q105200$48,3180.04%
139AMERICAN TOWER CORP NEW 03027X100227$48,0920.04%
140IDEX CORP 45167R104209$47,7210.04%
141GENERAL MLS INC 370334104558$46,7880.04%
142MOODYS CORP MCO166$46,2510.04%
143CHIPOTLE MEXICAN GRILL INC CMG33$45,7870.04%
144EQUINIX INC EQIX69$45,1970.04%
145TARGET CORP TGT297$44,2650.04%
146DOVER CORP DOV321$43,4670.04%
147TRANSDIGM GROUP INC TDG69$43,4460.04%
148NXP SEMICONDUCTORS N V NXPI271$42,8260.04%
149PACCAR INC PCAR427$42,2600.04%
150KLA CORP KLAC112$42,2270.04%
151FASTENAL CO FAST880$41,6420.04%
152COLGATE PALMOLIVE CO CL528$41,6010.04%
153WASTE MGMT INC DEL 94106L109262$41,1030.04%
154PULTE GROUP INC 745867101887$40,3850.03%
155FORTUNE BRANDS HOME & SEC IN FBIN692$39,5200.03%
156CHARTER COMMUNICATIONS INC N 16119P108115$38,9970.03%
157VIPSHOP HOLDINGS LIMITED VIPS2,821$38,4780.03%
158NORTHROP GRUMMAN CORP NOC70$38,1930.03%
159OLD DOMINION FREIGHT LINE IN ODFL132$37,4590.03%
160KIMBERLY-CLARK CORP KMB275$37,3310.03%
161ROSS STORES INC ROST319$37,0260.03%
162CANADIAN PAC RY LTD 13645T100490$36,5490.03%
163CLOROX CO DEL CLX251$35,2230.03%
164VERTEX PHARMACEUTICALS INC VRTX120$34,6540.03%
165EDWARDS LIFESCIENCES CORP EW459$34,2460.03%
166QUALCOMM INC QCOM310$34,0810.03%
167JAMES HARDIE INDS PLC 47030M1061,895$33,9960.03%
168DOMINION ENERGY INC D553$33,9100.03%
169ELBIT SYS LTD ESLT197$32,3160.03%
170HCA HEALTHCARE INC HCA134$32,1550.03%
171CME GROUP INC CME190$31,9500.03%
172CBRE GROUP INC CBRE415$31,9380.03%
173SEAGEN INC SE244$31,3560.03%
174DOLLAR GEN CORP NEW 256677105127$31,2740.03%
175STRYKER CORPORATION SYK127$31,0500.03%
176ABB LTD ABLZF1,017$30,9780.03%
177NETEASE INC NETTF425$30,8680.03%
178EBAY INC. EBAY735$30,4800.03%
179VULCAN MATLS CO 929160109170$29,7690.03%
180S&P GLOBAL INC SPGI88$29,4750.03%
181COMPANHIA DE SANEAMENTO BASI SBS2,718$28,9740.03%
182ALEXANDRIA REAL ESTATE EQ IN 015271109194$28,2600.02%
183ASML HOLDING N V ASMLF51$27,8660.02%
184SBA COMMUNICATIONS CORP NEW SBAC99$27,7510.02%
185NVR INC NVR6$27,6750.02%
186AIR PRODS & CHEMS INC AIIR89$27,4350.02%
187DOLLAR TREE INC DLTR186$26,3080.02%
188GLOBE LIFE INC GL-PD210$25,3160.02%
189AKAMAI TECHNOLOGIES INC AKAM291$24,5310.02%
190MORGAN STANLEY MS-PQ282$23,9760.02%
191YUM CHINA HLDGS INC YUMC436$23,8270.02%
192RIO TINTO PLC RTNTF328$23,3540.02%
193H WORLD GROUP LTD HWLDF522$22,1430.02%
194EMERSON ELEC CO EMR230$22,0940.02%
195HUMANA INC HUM42$21,5120.02%
196AMEREN CORP AEE240$21,3410.02%
197CENTENE CORP DEL CNC256$20,9950.02%
198UNITED RENTALS INC URI58$20,6140.02%
199BECTON DICKINSON & CO BDX80$20,3440.02%
200DOMINOS PIZZA INC DPZ57$19,7450.02%
201CGI INC GIB228$19,6380.02%
202LABORATORY CORP AMER HLDGS 50540R40983$19,5450.02%
203DAVITA INC DVA256$19,1160.02%
204FERGUSON PLC NEW G3421J106150$19,0460.02%
205HEALTHPEAK PROPERTIES INC DOC757$18,9780.02%
206CUMMINS INC CMI77$18,6560.02%
207REALTY INCOME CORP O294$18,6480.02%
208INCYTE CORP INCY229$18,3930.02%
209CENTRAIS ELETRICAS BRASILEIR 15234Q2072,289$18,1520.02%
210CROWN CASTLE INC CCI131$17,7690.02%
211WORKDAY INC WDAY104$17,4020.02%
212ADVANCE AUTO PARTS INC AAP115$16,9080.01%
213ANALOG DEVICES INC ADI102$16,7310.01%
214ALCON AG ALC233$15,9720.01%
215QUEST DIAGNOSTICS INC DGX101$15,8000.01%
216ZOETIS INC ZTS107$15,6810.01%
217BEST BUY INC BBY194$15,5610.01%
218CONSTELLATION BRANDS INC STZ67$15,5270.01%
219DIGITAL RLTY TR INC 253868103151$15,1410.01%
220VERISIGN INC VRSN72$14,7920.01%
221ACTIVISION BLIZZARD INC 00507V109192$14,6980.01%
222MARSH & MCLENNAN COS INC 57174810288$14,5620.01%
223AES CORP AES490$14,0920.01%
224ELECTRONIC ARTS INC EA112$13,6840.01%
225XCEL ENERGY INC XELLL195$13,6710.01%
226BALL CORP BALL267$13,6540.01%
227ZIMMER BIOMET HOLDINGS INC ZBH107$13,6430.01%
228SEMPRA SREA86$13,2900.01%
229WASTE CONNECTIONS INC WCN100$13,2560.01%
230FIRST REP BK SAN FRANCISCO C 33616C100108$13,1640.01%
231MATCH GROUP INC NEW MTCH315$13,0690.01%
232NORFOLK SOUTHN CORP 65584410852$12,8140.01%
233TRIMBLE INC TRMB247$12,4880.01%
234WILLIS TOWERS WATSON PLC LTD WTW47$11,4950.01%
235VOYA FINANCIAL INC VOYA-PB185$11,3760.01%
236ENTERGY CORP NEW ENO98$11,0250.01%
237AGILENT TECHNOLOGIES INC A71$10,6250.01%
238PRICE T ROWE GROUP INC TROW95$10,3610.01%
239BARRICK GOLD CORP 067901108594$10,2050.01%
240WEC ENERGY GROUP INC WEC105$9,8450.01%
241SVB FINANCIAL GROUP 78486Q10142$9,6660.01%
242TRANE TECHNOLOGIES PLC TT56$9,4130.01%
243PAYCHEX INC PAYX78$9,0140.01%
244INTERNATIONAL FLAVORS&FRAGRA 45950610184$8,8070.01%
245ERICSSON 2948216081,505$8,7890.01%
246AUTODESK INC ADSK47$8,7830.01%
247CMS ENERGY CORP CMS-PC138$8,7400.01%
248YUM BRANDS INC YUM65$8,3250.01%
249ECOLAB INC ECL55$8,0060.01%
250QORVO INC QRVO86$7,7950.01%
251INVESCO ACTVELY MNGD ETC FD IVZ500$7,3900.01%
252ASSURANT INC AIZN55$6,8780.01%
253IAC INC IAC146$6,4820.01%
254DTE ENERGY CO DTK50$5,8770.01%
255PENTAIR PLC PNR76$3,4180.00%
256WATERS CORP 9418481038$2,7410.00%
257INGERSOLL RAND INC IR49$2,5600.00%
258KRANESHARES TR 50076740567$1,7080.00%
259EMBECTA CORP EMBC16$4050.00%
260CANAAN INC CAN100$2060.00%