13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001867731-25-000002
Total Value
$244.3M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 299,800 | $49.0M | 20.06% |
| 2 | CELESTICA INC | CLS | 231,791 | $21.4M | 8.76% |
| 3 | TALEN ENERGY CORP | TLN | 82,095 | $16.5M | 6.77% |
| 4 | VANGUARD INDEX FDS | 922908769 | 54,098 | $15.7M | 6.42% |
| 5 | VERTIV HOLDINGS CO | VRT | 92,900 | $10.6M | 4.32% |
| 6 | VANGUARD WORLD FD | 92204A207 | 49,593 | $10.5M | 4.29% |
| 7 | LULULEMON ATHLETICA INC | LULU | 26,154 | $10.0M | 4.09% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042742 | 75,547 | $8.9M | 3.63% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $7.1M | 2.92% |
| 10 | MICROSOFT CORP | MSFT | 15,834 | $6.7M | 2.73% |
| 11 | TASKUS INC | TASK | 387,318 | $6.6M | 2.69% |
| 12 | PAMPA ENERGIA S A | 697660207 | 70,098 | $6.2M | 2.52% |
| 13 | APPLE INC | AAPL | 23,268 | $5.8M | 2.39% |
| 14 | EQT CORP | EQT | 115,630 | $5.3M | 2.18% |
| 15 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 66,107 | $4.9M | 2.00% |
| 16 | PDD HOLDINGS INC | PDD | 48,226 | $4.7M | 1.91% |
| 17 | QIFU TECHNOLOGY INC | QFNHF | 120,880 | $4.6M | 1.90% |
| 18 | ISHARES TR | 46432F842 | 62,425 | $4.4M | 1.80% |
| 19 | CORE SCIENTIFIC INC NEW | 21874A106 | 297,600 | $4.2M | 1.71% |
| 20 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,794 | $3.8M | 1.55% |
| 21 | TRANSPORTADORA DE GAS SUR | 893870204 | 128,848 | $3.8M | 1.54% |
| 22 | GRUPO FINANCIERO GALICIA S.A | GGAL | 47,062 | $2.9M | 1.20% |
| 23 | AUTOHOME INC | ATHM | 103,113 | $2.7M | 1.10% |
| 24 | NVIDIA CORPORATION | NVDA | 17,840 | $2.4M | 0.98% |
| 25 | LEXINFINTECH HLDGS LTD | LX | 390,834 | $2.3M | 0.93% |
| 26 | ISHARES TR | 464288877 | 31,000 | $1.6M | 0.67% |
| 27 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 0.64% |
| 28 | ALPHABET INC | GOOG | 7,720 | $1.5M | 0.60% |
| 29 | ISHARES INC | 46434G103 | 26,019 | $1.4M | 0.56% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.2M | 0.49% |
| 31 | DBX ETF TR | 233051879 | 44,106 | $1.2M | 0.48% |
| 32 | AMAZON COM INC | AMZN | 5,320 | $1.2M | 0.48% |
| 33 | ISHARES TR | 464287176 | 8,515 | $907,273 | 0.37% |
| 34 | META PLATFORMS INC | META | 1,382 | $809,175 | 0.33% |
| 35 | VANECK ETF TRUST | 92189F486 | 30,000 | $763,500 | 0.31% |
| 36 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $755,004 | 0.31% |
| 37 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 12,927 | $699,480 | 0.29% |
| 38 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 13,221 | $553,563 | 0.23% |
| 39 | GRUPO SUPERVIELLE S.A. | SUPV | 36,635 | $553,555 | 0.23% |
| 40 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $520,640 | 0.21% |
| 41 | SPDR SER TR | 78464A359 | 6,544 | $509,712 | 0.21% |
| 42 | VISA INC | V | 1,496 | $472,796 | 0.19% |
| 43 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 12,747 | $463,481 | 0.19% |
| 44 | BROADCOM INC | AVGO | 1,920 | $445,133 | 0.18% |
| 45 | AGORA INC | API | 102,273 | $425,456 | 0.17% |
| 46 | FIDELITY MERRIMACK STR TR | 316188408 | 8,075 | $403,185 | 0.17% |
| 47 | ISHARES TR | 464287549 | 3,786 | $386,513 | 0.16% |
| 48 | ORACLE CORP | ORCL-PD | 2,265 | $377,440 | 0.15% |
| 49 | ISHARES TR | 464287150 | 2,876 | $369,911 | 0.15% |
| 50 | NU HLDGS LTD | NU | 35,325 | $365,967 | 0.15% |
| 51 | UNITEDHEALTH GROUP INC | UNH | 687 | $347,526 | 0.14% |
| 52 | HOME DEPOT INC | HD | 825 | $320,917 | 0.13% |
| 53 | ELI LILLY & CO | LLY | 404 | $311,888 | 0.13% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $306,464 | 0.13% |
| 55 | ISHARES TR | 46429B267 | 11,600 | $266,568 | 0.11% |
| 56 | NOVO-NORDISK A S | NONOF | 2,910 | $250,318 | 0.10% |
| 57 | WALMART INC | WMT | 2,754 | $248,824 | 0.10% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,713 | $247,734 | 0.10% |
| 59 | BANK AMERICA CORP | 060505104 | 5,502 | $241,813 | 0.10% |
| 60 | INTUITIVE SURGICAL INC | ISRG | 462 | $241,146 | 0.10% |
| 61 | MASTERCARD INCORPORATED | MA | 454 | $239,063 | 0.10% |
| 62 | INTUIT | INTU | 378 | $237,573 | 0.10% |
| 63 | SERVICENOW INC | NOW | 206 | $218,385 | 0.09% |
| 64 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $218,072 | 0.09% |
| 65 | ADOBE INC | ADBE | 486 | $216,114 | 0.09% |
| 66 | SOHU COM LTD | SOHU | 10,010 | $131,932 | 0.05% |
| 67 | QUDIAN INC | HTT | 32,715 | $92,256 | 0.04% |