Seldon Capital LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Seldon Capital LP reported 58 stock positions worth $165.1 million. Its top holding was Vertiv Class A (VRT) at 10.5% of the portfolio, followed by Reddit Class A (RDDT, 9.0%) and VG Morningstar TS MKT ETF-US (VTI, 8.5%). Compared with Q4 2023, it opened 9 new positions, sold out of 3, added to 1 and reduced 4. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale Unity Software (U, shares −82%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$165.1M (Q1 2024)
SEC Filing
0001867731-24-000003 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $165.1M $165.1M Q1 2024 Q2 2024: $178.9M Q2 2024 Q3 2024: $177.3M Q3 2024 Q4 2024: $244.3M Q4 2024 Q1 2025: $158.9M Q1 2025 Q2 2025: $230.2M Q2 2025 Q3 2025: $284.5M Q3 2025 Q4 2025: $288.8M Q4 2025 Q1 2026: $272.0M Q1 2026 Q2 2026: $319.6M Q2 2026

Holdings 58 stocks · $165.1M
VRT Vertiv Holdings Co. Class A 10.50% 212,276 $17.3M No change
RDDT Reddit Inc. Class A 8.96% 300,000 $14.8M New
VTI VG Morningstar TS MKT ETF-US 8.51% 54,098 $14.1M No change
EDU New Oriental Educatio-SP ADR 7.30% 138,943 $12.1M No change
CLS Celestica Inc. 6.31% 231,791 $10.4M No change
VDC Vanguard Consumer Staple ETF 6.13% 49,593 $10.1M No change
VT Vanguard Tot World STK ETF 5.05% 75,547 $8.3M No change
VEA Vanguard Ftse Developed ETF 4.53% 149,017 $7.5M No change
TME Tencent Music Entertainm-ADR 4.17% 615,385 $6.9M New
MSFT Microsoft Corp. 4.03% 15,834 $6.7M No change
PDD PDD Holdings Inc. 3.39% 48,226 $5.6M No change
MNSO Miniso Group Holding Ltd.-ADR 3.04% 244,828 $5.0M Reduce -15.0%
IEFA iShares Core MSCI Eafe ETF 2.81% 62,425 $4.6M No change
GBTC Grayscale Bitcoin Trust ETF 2.53% 66,107 $4.2M New
AAPL Apple Inc. 2.42% 23,268 $4.0M No change
NTES Netease Inc.-ADR 1.99% 31,727 $3.3M Reduce -23.4%
FCNCA First Citizens Bcshs Class A 1.42% 1,434 $2.3M No change
ATHM Autohome Inc.-ADR 1.15% 72,173 $1.9M New
MCHI iShares MSCI China ETF 1.05% 43,568 $1.7M New
EFV iShares MSCI Eafe Value ETF 1.02% 31,000 $1.7M No change
NVDA Nvidia Corp. 0.98% 1,784 $1.6M No change
BND Vanguard Total Bond Market 0.95% 21,582 $1.6M No change
VIST Vista Energy Sab DE CV 0.83% 33,087 $1.4M Add +64.9%
IEMG iShares Core MSCI Emerging 0.81% 26,019 $1.3M No change
GOOGL Alphabet Inc. Class A 0.71% 7,720 $1.2M No change
BANCOLOMBIA S.A.-SPONS ADR 0.71% 34,048 $1.2M No change
VWO Vanguard Ftse Emerging Marke 0.69% 27,148 $1.1M No change
ASHR Xtrackers Harvest Csi 300 CH 0.64% 44,106 $1.1M Reduce -18.5%
AMZN Amazon.com Inc. 0.58% 5,320 $960K No change
TIP iShares Tips Bond ETF 0.55% 8,515 $915K No change
U Unity Software Inc. 0.54% 33,362 $891K Reduce -82.0%
FLTR Vaneck Ig Floating Rate ETF 0.46% 30,000 $765K No change
META Meta Platforms Inc. Class A 0.41% 1,382 $671K No change
AVDV Avantis Intl S/C Value ETF 0.32% 8,000 $527K No change
TSM Taiwan Semiconductor-SP ADR 0.31% 3,823 $520K No change
BAP Credicorp Ltd. 0.30% 2,902 $492K New
CWB SS SPDR BB Conv Sec ETF 0.29% 6,544 $478K No change
V Visa Inc. Class A 0.25% 1,496 $418K No change
FLDR Fidelity Low Durat Fact ETF 0.24% 8,075 $404K No change
NVO Novo-Nordisk A/S-Spons ADR 0.23% 2,910 $374K No change
UNH Unitedhealth Group Inc. 0.21% 687 $340K No change
ITOT iShares Core S&P Total U.S. 0.20% 2,876 $332K No change
IGM iShares Expanded Tech Sector 0.20% 3,786 $326K No change
HD Home Depot Inc. 0.19% 825 $316K No change
LLY Eli Lilly & Co. 0.19% 404 $314K No change
PG The Procter & Gamble Co. 0.18% 1,828 $297K No change
ORCL Oracle Corp. 0.17% 2,265 $285K No change
JNJ Johnson & Johnson 0.16% 1,713 $271K No change
GOVT iShares US Treasury Bond ETF 0.16% 11,600 $264K No change
AVGO Broadcom Inc. 0.15% 192 $254K No change
MRK Merck & Co. Inc. 0.15% 1,873 $247K No change
INTU Intuit Inc. 0.15% 378 $246K No change
ADBE Adobe Inc. 0.15% 486 $245K No change
AMAT Applied Materials Inc. 0.14% 1,125 $232K New
MA Mastercard Inc. Class A 0.13% 454 $219K New
PEP Pepsico Inc. 0.13% 1,249 $219K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 5,502 $209K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.10% 14,220 $170K No change

Portfolio Sells Q4 2023 → Q1 2024
U Unity Software Inc. Reduce -82.0% 0.54% −5.27
HCC Warrior Met Coal Inc. Sold out 0.00% −2.86
MNSO Miniso Group Holding Ltd.-ADR Reduce -15.0% 3.04% −1.46
NTES Netease Inc.-ADR Reduce -23.4% 1.99% −0.97
PAM Pampa Energia SA-Spon ADR Sold out 0.00% −0.91
ASHR Xtrackers Harvest Csi 300 CH Reduce -18.5% 0.64% −0.35
BEPC Brookfield Renewable Cor-A Sold out 0.00% −0.16

Portfolio Buys Q4 2023 → Q1 2024
RDDT Reddit Inc. Class A New 8.96% +8.96
TME Tencent Music Entertainm-ADR New 4.17% +4.17
GBTC Grayscale Bitcoin Trust ETF New 2.53% +2.53
ATHM Autohome Inc.-ADR New 1.15% +1.15
MCHI iShares MSCI China ETF New 1.05% +1.05
VIST Vista Energy Sab DE CV Add +64.9% 0.83% +0.38
BAP Credicorp Ltd. New 0.30% +0.30
AMAT Applied Materials Inc. New 0.14% +0.14
MA Mastercard Inc. Class A New 0.13% +0.13
BAC Bank of America Corp. New 0.13% +0.13

Options Activity Q4 2023 → Q1 2024
TSLA Tesla Inc. put Sold out 26,700 $6.6Mbefore exit
ALB Albemarle Corp. put Sold out 5,000 $722Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 74$319.6MINTC, CLS, TLN, VRSN, VTI
Q1 2026 65$272.0MBSY, CLS, TLN, SQM, VTI
Q4 2025 65$288.8MVT, CLS, TLN, SQM, VTI
Q3 2025 70$284.5MTLN, VT, CLS, VTI, ECH
Q2 2025 67$230.2MVT, TLN, CLS, VTI, NU
Q1 2025 58$158.9MCLS, TLN, VTI, VDC, VT
Q4 2024 67$244.3MRDDT, CLS, TLN, VTI, VRT
Q3 2024 65$177.3MRDDT, VTI, TLN, CLS, VDC
Q2 2024 60$178.9MRDDT, VRT, VTI, CLS, EDU
Q1 2024 58$165.1MVRT, RDDT, VTI, EDU, CLS