13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001867731-24-000008
Total Value
$177.3M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 300,000 | $19.8M | 11.15% |
| 2 | VANGUARD INDEX FDS | 922908769 | 54,098 | $15.3M | 8.64% |
| 3 | TALEN ENERGY CORP | TLN | 82,095 | $14.6M | 8.25% |
| 4 | CELESTICA INC | CLS | 231,791 | $11.8M | 6.68% |
| 5 | VANGUARD WORLD FD | 92204A207 | 49,593 | $10.8M | 6.11% |
| 6 | VERTIV HOLDINGS CO | VRT | 92,900 | $9.2M | 5.21% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 75,547 | $9.0M | 5.10% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $7.9M | 4.44% |
| 9 | MICROSOFT CORP | MSFT | 15,834 | $6.8M | 3.84% |
| 10 | PDD HOLDINGS INC | PDD | 48,226 | $6.5M | 3.67% |
| 11 | AUTOHOME INC | ATHM | 175,127 | $5.7M | 3.22% |
| 12 | APPLE INC | AAPL | 23,268 | $5.4M | 3.06% |
| 13 | TASKUS INC | TASK | 417,428 | $5.4M | 3.04% |
| 14 | ISHARES TR | 46432F842 | 62,425 | $4.9M | 2.75% |
| 15 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 63,695 | $4.8M | 2.72% |
| 16 | CORE SCIENTIFIC INC NEW | 21874A106 | 297,600 | $3.5M | 1.99% |
| 17 | GRAYSCALE BITCOIN TR BTC | GBTC | 66,107 | $3.3M | 1.88% |
| 18 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,794 | $3.3M | 1.86% |
| 19 | NVIDIA CORPORATION | NVDA | 17,840 | $2.2M | 1.22% |
| 20 | VANECK ETF TRUST | 92189F676 | 8,400 | $2.1M | 1.16% |
| 21 | ISHARES TR | 464288877 | 31,000 | $1.8M | 1.01% |
| 22 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 0.91% |
| 23 | ISHARES INC | 46434G103 | 26,019 | $1.5M | 0.84% |
| 24 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 33,042 | $1.4M | 0.78% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.3M | 0.73% |
| 26 | ALPHABET INC | GOOG | 7,720 | $1.3M | 0.72% |
| 27 | DBX ETF TR | 233051879 | 44,106 | $1.3M | 0.71% |
| 28 | AMAZON COM INC | AMZN | 5,320 | $991,276 | 0.56% |
| 29 | ISHARES TR | 464287176 | 8,515 | $940,652 | 0.53% |
| 30 | BANCOLOMBIA S A | 05968L102 | 28,820 | $904,372 | 0.51% |
| 31 | META PLATFORMS INC | META | 1,382 | $791,112 | 0.45% |
| 32 | VANECK ETF TRUST | 92189F486 | 30,000 | $764,100 | 0.43% |
| 33 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $663,940 | 0.37% |
| 34 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 12,927 | $571,115 | 0.32% |
| 35 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $565,360 | 0.32% |
| 36 | SPDR SER TR | 78464A359 | 6,544 | $501,205 | 0.28% |
| 37 | VISA INC | V | 1,496 | $411,325 | 0.23% |
| 38 | FIDELITY MERRIMACK STR TR | 316188408 | 8,075 | $405,446 | 0.23% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 687 | $401,675 | 0.23% |
| 40 | ORACLE CORP | ORCL-PD | 2,265 | $385,956 | 0.22% |
| 41 | GRAYSCALE BITCOIN MINI TR BT | 389930108 | 66,107 | $372,182 | 0.21% |
| 42 | ISHARES TR | 464287549 | 3,786 | $363,229 | 0.20% |
| 43 | ISHARES TR | 464287150 | 2,876 | $361,283 | 0.20% |
| 44 | ALIBABA GROUP HLDG LTD | BBAAY | 3,403 | $361,126 | 0.20% |
| 45 | ELI LILLY & CO | LLY | 404 | $357,920 | 0.20% |
| 46 | NOVO-NORDISK A S | NONOF | 2,910 | $346,494 | 0.20% |
| 47 | HOME DEPOT INC | HD | 825 | $334,290 | 0.19% |
| 48 | BROADCOM INC | AVGO | 1,920 | $331,200 | 0.19% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $316,610 | 0.18% |
| 50 | JOHNSON & JOHNSON | JNJ | 1,713 | $277,609 | 0.16% |
| 51 | ISHARES TR | 46429B267 | 11,600 | $272,020 | 0.15% |
| 52 | ADOBE INC | ADBE | 486 | $251,641 | 0.14% |
| 53 | INTUIT | INTU | 378 | $234,738 | 0.13% |
| 54 | BROOKFIELD RENEWABLE CORP | BEPC | 7,143 | $233,290 | 0.13% |
| 55 | APPLIED MATLS INC | 038222105 | 1,125 | $227,306 | 0.13% |
| 56 | INTUITIVE SURGICAL INC | ISRG | 462 | $226,967 | 0.13% |
| 57 | MASTERCARD INCORPORATED | MA | 454 | $224,185 | 0.13% |
| 58 | WALMART INC | WMT | 2,754 | $222,386 | 0.13% |
| 59 | BANK AMERICA CORP | 060505104 | 5,502 | $218,319 | 0.12% |
| 60 | MERCK & CO INC | MRK | 1,873 | $212,698 | 0.12% |
| 61 | PEPSICO INC | PEP | 1,249 | $212,392 | 0.12% |
| 62 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $210,992 | 0.12% |
| 63 | NU HLDGS LTD | NU | 14,220 | $194,103 | 0.11% |
| 64 | HUYA INC | HUYA | 10,001 | $51,005 | 0.03% |
| 65 | FUELCELL ENERGY INC | FCELB | 18,000 | $6,840 | 0.00% |