Seldon Capital
Latest statistics and disclosures from Seldon Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RDDT, VTI, TLN, CLS, VDC, and represent 40.83% of Seldon Capital's stock portfolio.
- Added to shares of these 10 stocks: TLN (+$15M), CLS (+$12M), TASK (+$5.4M), CORZ, ATHM, SMH, NVDA, SQM, FCNCA, Grayscale Bitcoin Mini Trust BTC.
- Started 14 new stock positions in HUYA, CORZ, COST, SMH, CLS, FCEL, ISRG, TLN, TASK, BABA. BEPC, WMT, SQM, Grayscale Bitcoin Mini Trust BTC.
- Reduced shares in these 10 stocks: VRT (-$12M), , TME (-$6.9M), EDU (-$5.7M), MNSO (-$5.0M), , , U, VIST, .
- Sold out of its positions in Celestica, MCHI, NTES, MNSO, TME, U, BAP.
- Seldon Capital was a net seller of stock by $-559k.
- Seldon Capital has $177M in assets under management (AUM), dropping by 7.39%.
- Central Index Key (CIK): 0001867731
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Portfolio Holdings for Seldon Capital
Seldon Capital holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 11.2 | $20M | 300k | 65.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 8.6 | $15M | 54k | 283.16 |
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| Talen Energy Corp (TLN) | 8.3 | $15M | NEW | 82k | 178.24 |
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| Celestica (CLS) | 6.7 | $12M | NEW | 232k | 51.12 |
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| Vanguard World Consum Stp Etf (VDC) | 6.1 | $11M | 50k | 218.48 |
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| Vertiv Holdings Com Cl A (VRT) | 5.2 | $9.2M | -56% | 93k | 99.49 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 5.1 | $9.0M | 76k | 119.70 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.4 | $7.9M | 149k | 52.81 |
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| Microsoft Corporation (MSFT) | 3.8 | $6.8M | 16k | 430.30 |
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| Pdd Holdings Sponsored Ads (PDD) | 3.7 | $6.5M | 48k | 134.81 |
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| Autohome Sp Ads Rp Cl A (ATHM) | 3.2 | $5.7M | +142% | 175k | 32.62 |
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| Apple (AAPL) | 3.1 | $5.4M | 23k | 233.00 |
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| Taskus Class A Com (TASK) | 3.0 | $5.4M | NEW | 417k | 12.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.7 | $4.9M | 62k | 78.05 |
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| New Oriental Ed & Technology Spon Adr (EDU) | 2.7 | $4.8M | -54% | 64k | 75.84 |
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| Core Scientific (CORZ) | 2.0 | $3.5M | NEW | 298k | 11.86 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 1.9 | $3.3M | 66k | 50.50 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.9 | $3.3M | +25% | 1.8k | 1840.95 |
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| NVIDIA Corporation (NVDA) | 1.2 | $2.2M | +900% | 18k | 121.44 |
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| Vaneck Etf Trust Put (SMH) | 1.2 | $2.1M | NEW | 8.4k | 245.45 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $1.8M | 31k | 57.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $1.6M | 22k | 75.11 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.5M | 26k | 57.41 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.8 | $1.4M | NEW | 33k | 41.68 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $1.3M | 27k | 47.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.3M | 7.7k | 165.85 |
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| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.7 | $1.3M | 44k | 28.59 |
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| Amazon (AMZN) | 0.6 | $991k | 5.3k | 186.33 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $941k | 8.5k | 110.47 |
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| Bancolombia S A Spon Adr Pref (CIB) | 0.5 | $904k | -15% | 29k | 31.38 |
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| Meta Platforms Cl A (META) | 0.4 | $791k | 1.4k | 572.44 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.4 | $764k | 30k | 25.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $664k | 3.8k | 173.67 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.3 | $571k | -60% | 13k | 44.18 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $565k | 8.0k | 70.67 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $501k | 6.5k | 76.59 |
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| Visa Com Cl A (V) | 0.2 | $411k | 1.5k | 274.95 |
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.2 | $405k | 8.1k | 50.21 |
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| UnitedHealth (UNH) | 0.2 | $402k | 687.00 | 584.68 |
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| Oracle Corporation (ORCL) | 0.2 | $386k | 2.3k | 170.40 |
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| Grayscale Bitcoin Mini Tr Bt SHS | 0.2 | $372k | NEW | 66k | 5.63 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $363k | 3.8k | 95.94 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $361k | 2.9k | 125.62 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $361k | NEW | 3.4k | 106.12 |
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| Eli Lilly & Co. (LLY) | 0.2 | $358k | 404.00 | 885.94 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $347k | 2.9k | 119.07 |
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| Home Depot (HD) | 0.2 | $334k | 825.00 | 405.20 |
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| Broadcom (AVGO) | 0.2 | $331k | +900% | 1.9k | 172.50 |
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| Procter & Gamble Company (PG) | 0.2 | $317k | 1.8k | 173.20 |
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| Johnson & Johnson (JNJ) | 0.2 | $278k | 1.7k | 162.06 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $272k | 12k | 23.45 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $252k | 486.00 | 517.78 |
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| Intuit (INTU) | 0.1 | $235k | 378.00 | 621.00 |
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| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.1 | $233k | NEW | 7.1k | 32.66 |
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| Applied Materials (AMAT) | 0.1 | $227k | 1.1k | 202.05 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $227k | NEW | 462.00 | 491.27 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $224k | 454.00 | 493.80 |
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| Wal-Mart Stores (WMT) | 0.1 | $222k | NEW | 2.8k | 80.75 |
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| Bank of America Corporation (BAC) | 0.1 | $218k | 5.5k | 39.68 |
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| Merck & Co (MRK) | 0.1 | $213k | 1.9k | 113.56 |
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| Pepsi (PEP) | 0.1 | $212k | 1.2k | 170.05 |
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| Costco Wholesale Corporation (COST) | 0.1 | $211k | NEW | 238.00 | 886.52 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $194k | 14k | 13.65 |
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| Huya Ads Rep Shs A (HUYA) | 0.0 | $51k | NEW | 10k | 5.10 |
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| Fuelcell Energy (FCEL) | 0.0 | $6.8k | NEW | 18k | 0.38 |
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Past Filings by Seldon Capital
SEC 13F filings are viewable for Seldon Capital going back to 2021
- Seldon Capital 2024 Q3 filed Nov. 12, 2024
- Seldon Capital 2024 Q1 filed May 14, 2024
- Seldon Capital 2023 Q4 filed Feb. 12, 2024
- Seldon Capital 2023 Q3 filed Nov. 14, 2023
- Seldon Capital 2023 Q2 filed Aug. 11, 2023
- Seldon Capital 2023 Q1 amended filed June 5, 2023
- Seldon Capital 2023 Q1 filed May 12, 2023
- Seldon Capital 2022 Q4 filed Feb. 10, 2023
- Seldon Capital 2022 Q3 filed Nov. 14, 2022
- Seldon Capital 2022 Q2 filed Aug. 11, 2022
- Seldon Capital 2022 Q1 filed May 13, 2022
- Seldon Capital 2021 Q4 filed Feb. 11, 2022