13F HOLDINGS REPORT
SELDON CAPITAL LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001867731-25-000005
Total Value
$158.9M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 220,956 | $17.4M | 10.96% |
| 2 | TALEN ENERGY CORP | TLN | 82,095 | $16.4M | 10.32% |
| 3 | VANGUARD INDEX FDS | 922908769 | 54,098 | $14.9M | 9.36% |
| 4 | VANGUARD WORLD FD | 92204A207 | 47,593 | $10.4M | 6.55% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042742 | 75,547 | $8.8M | 5.51% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 149,017 | $7.6M | 4.77% |
| 7 | REDDIT INC | RDDT | 68,828 | $7.2M | 4.54% |
| 8 | EQT CORP | EQT | 115,630 | $6.2M | 3.89% |
| 9 | PDD HOLDINGS INC | PDD | 48,226 | $5.7M | 3.59% |
| 10 | APPLE INC | AAPL | 23,268 | $5.2M | 3.25% |
| 11 | ISHARES TR | 46432F842 | 62,425 | $4.7M | 2.97% |
| 12 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 66,107 | $4.3M | 2.71% |
| 13 | LEXINFINTECH HLDGS LTD | LX | 406,149 | $4.1M | 2.58% |
| 14 | QIFU TECHNOLOGY INC | QFNHF | 82,822 | $3.7M | 2.34% |
| 15 | PAMPA ENERGIA S A | 697660207 | 45,309 | $3.5M | 2.20% |
| 16 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,794 | $3.3M | 2.09% |
| 17 | TASKUS INC | TASK | 231,566 | $3.2M | 1.99% |
| 18 | NU HLDGS LTD | NU | 307,108 | $3.1M | 1.98% |
| 19 | VERTIV HOLDINGS CO | VRT | 39,582 | $2.9M | 1.80% |
| 20 | ISHARES INC | 464286640 | 77,426 | $2.3M | 1.45% |
| 21 | NVIDIA CORPORATION | NVDA | 17,840 | $1.9M | 1.22% |
| 22 | MICROSOFT CORP | MSFT | 5,126 | $1.9M | 1.21% |
| 23 | ISHARES TR | 464288877 | 31,000 | $1.8M | 1.15% |
| 24 | VANGUARD BD INDEX FDS | 921937835 | 21,582 | $1.6M | 1.00% |
| 25 | ISHARES INC | 46434G103 | 26,019 | $1.4M | 0.88% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042858 | 27,148 | $1.2M | 0.77% |
| 27 | ALPHABET INC | GOOG | 7,720 | $1.2M | 0.75% |
| 28 | DBX ETF TR | 233051879 | 44,106 | $1.2M | 0.74% |
| 29 | AMAZON COM INC | AMZN | 5,320 | $1.0M | 0.64% |
| 30 | ISHARES TR | 464287176 | 8,515 | $945,931 | 0.60% |
| 31 | META PLATFORMS INC | META | 1,382 | $796,530 | 0.50% |
| 32 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,823 | $634,618 | 0.40% |
| 33 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 12,927 | $601,881 | 0.38% |
| 34 | AMERICAN CENTY ETF TR | 025072802 | 8,000 | $557,920 | 0.35% |
| 35 | VISA INC | V | 1,496 | $524,288 | 0.33% |
| 36 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 13,221 | $482,434 | 0.30% |
| 37 | FIDELITY MERRIMACK STR TR | 316188408 | 8,075 | $404,719 | 0.25% |
| 38 | AGORA INC | API | 95,473 | $383,801 | 0.24% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 687 | $359,816 | 0.23% |
| 40 | ISHARES TR | 464287150 | 2,876 | $350,901 | 0.22% |
| 41 | ISHARES TR | 464287549 | 3,786 | $343,277 | 0.22% |
| 42 | ELI LILLY & CO | LLY | 404 | $333,668 | 0.21% |
| 43 | BROADCOM INC | AVGO | 1,920 | $321,466 | 0.20% |
| 44 | ORACLE CORP | ORCL-PD | 2,265 | $316,670 | 0.20% |
| 45 | SPDR SER TR | 78464A359 | 4,068 | $311,690 | 0.20% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 1,828 | $311,528 | 0.20% |
| 47 | HOME DEPOT INC | HD | 825 | $302,354 | 0.19% |
| 48 | JOHNSON & JOHNSON | JNJ | 1,713 | $284,084 | 0.18% |
| 49 | ISHARES TR | 46429B267 | 11,600 | $266,626 | 0.17% |
| 50 | MASTERCARD INCORPORATED | MA | 454 | $248,846 | 0.16% |
| 51 | WALMART INC | WMT | 2,754 | $241,774 | 0.15% |
| 52 | INTUIT | INTU | 378 | $232,088 | 0.15% |
| 53 | BANK AMERICA CORP | 060505104 | 5,502 | $229,598 | 0.14% |
| 54 | INTUITIVE SURGICAL INC | ISRG | 462 | $228,815 | 0.14% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $225,096 | 0.14% |
| 56 | NOVO-NORDISK A S | NONOF | 2,910 | $202,070 | 0.13% |
| 57 | PROGRESSIVE CORP | 743315103 | 709 | $200,654 | 0.13% |
| 58 | SOHU COM LTD | SOHU | 10,010 | $131,832 | 0.08% |