Seldon Capital LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Seldon Capital LP reported 60 stock positions worth $178.9 million. Its top holding was Reddit Class A (RDDT) at 10.7% of the portfolio, followed by Vertiv Class A (VRT, 10.3%) and VG Morningstar TS MKT ETF-US (VTI, 8.1%). Compared with Q1 2024, it opened 6 new positions, sold out of 4 and added to 2. The biggest buy was Autohome Inc.-ADR (ATHM, shares +248%) and the biggest sale an exit from Miniso Group Holding Ltd.-ADR (MNSO).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$178.9M (Q2 2024)
SEC Filing
0001867731-24-000005 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $178.9M $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 60 stocks · $178.9M
RDDT Reddit Inc. Class A 10.71% 300,000 $19.2M No change
VRT Vertiv Holdings Co. Class A 10.27% 212,276 $18.4M No change
VTI VG Morningstar TS MKT ETF-US 8.09% 54,098 $14.5M No change
CLS Celestica Inc. 7.43% 231,791 $13.3M No change
EDU New Oriental Educatio-SP ADR 6.04% 138,943 $10.8M No change
VDC Vanguard Consumer Staple ETF 5.63% 49,593 $10.1M No change
TME Tencent Music Entertainm-ADR 4.83% 615,385 $8.6M No change
VT Vanguard Tot World STK ETF 4.76% 75,547 $8.5M No change
VEA Vanguard Ftse Developed ETF 4.12% 149,017 $7.4M No change
MSFT Microsoft Corp. 3.96% 15,834 $7.1M No change
ATHM Autohome Inc.-ADR 3.85% 251,045 $6.9M Add +247.8%
PDD PDD Holdings Inc. 3.58% 48,226 $6.4M No change
VIST Vista Energy Sab DE CV 2.78% 109,209 $5.0M Add +230.1%
AAPL Apple Inc. 2.74% 23,268 $4.9M No change
IEFA iShares Core MSCI Eafe ETF 2.53% 62,425 $4.5M No change
GBTC Grayscale Bitcoin Trust ETF 1.97% 66,107 $3.5M No change
FCNCA First Citizens Bcshs Class A 1.35% 1,434 $2.4M No change
NVDA Nvidia Corp. 1.23% 17,840 $2.2M No change
MCHI iShares MSCI China ETF 1.03% 43,568 $1.8M No change
EFV iShares MSCI Eafe Value ETF 0.92% 31,000 $1.6M No change
BND Vanguard Total Bond Market 0.87% 21,582 $1.6M No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.79% 34,589 $1.4M New
GOOGL Alphabet Inc. Class A 0.79% 7,720 $1.4M No change
IEMG iShares Core MSCI Emerging 0.78% 26,019 $1.4M No change
VWO Vanguard Ftse Emerging Marke 0.66% 27,148 $1.2M No change
BANCOLOMBIA S.A.-SPONS ADR 0.62% 34,048 $1.1M No change
ASHR Xtrackers Harvest Csi 300 CH 0.58% 44,106 $1.0M No change
AMZN Amazon.com Inc. 0.57% 5,320 $1.0M No change
TIP iShares Tips Bond ETF 0.51% 8,515 $909K No change
FLTR Vaneck Ig Floating Rate ETF 0.43% 30,000 $765K No change
META Meta Platforms Inc. Class A 0.39% 1,382 $697K No change
TSM Taiwan Semiconductor-SP ADR 0.37% 3,823 $664K No change
ERO Ero Copper Corp. 0.37% 30,732 $657K New
AVDV Avantis Intl S/C Value ETF 0.29% 8,000 $520K No change
CWB SS SPDR BB Conv Sec ETF 0.26% 6,544 $472K No change
NVO Novo-Nordisk A/S-Spons ADR 0.23% 2,910 $415K No change
FLDR Fidelity Low Durat Fact ETF 0.23% 8,075 $403K No change
V Visa Inc. Class A 0.22% 1,496 $393K No change
LLY Eli Lilly & Co. 0.20% 404 $366K No change
IGM iShares Expanded Tech Sector 0.20% 3,786 $357K No change
UNH Unitedhealth Group Inc. 0.20% 687 $350K No change
ITOT iShares Core S&P Total U.S. 0.19% 2,876 $342K No change
ORCL Oracle Corp. 0.18% 2,265 $320K No change
AVGO Broadcom Inc. 0.17% 192 $308K No change
PG The Procter & Gamble Co. 0.17% 1,828 $301K No change
HD Home Depot Inc. 0.16% 825 $284K No change
ADBE Adobe Inc. 0.15% 486 $270K No change
AMAT Applied Materials Inc. 0.15% 1,125 $265K No change
GOVT iShares US Treasury Bond ETF 0.15% 11,600 $262K No change
JNJ Johnson & Johnson 0.14% 1,713 $250K No change
INTU Intuit Inc. 0.14% 378 $248K No change
MRK Merck & Co. Inc. 0.13% 1,873 $232K No change
FXI iShares China Large-Cap ETF 0.13% 8,800 $229K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 5,502 $219K No change
PEP Pepsico Inc. 0.12% 1,249 $206K No change
ISRG Intuitive Surgical Inc. 0.11% 462 $206K New
BEPC Brookfield Renewable Cor-A 0.11% 7,143 $203K New
COST Costco Wholesale Corp. 0.11% 238 $202K New
MA Mastercard Inc. Class A 0.11% 454 $200K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.10% 14,220 $183K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.2M (not counted above)
SecurityClassShares / PrincipalValueChange
CORZZ Core Scientific Inc. - 29 *W EXP 01/23/202 447,168$4.2MNew

Total filed on the 13F, all lines: $183.1M.

Portfolio Sells Q1 2024 → Q2 2024
MNSO Miniso Group Holding Ltd.-ADR Sold out 0.00% −3.04
NTES Netease Inc.-ADR Sold out 0.00% −1.99
U Unity Software Inc. Sold out 0.00% −0.54
BAP Credicorp Ltd. Sold out 0.00% −0.30

Portfolio Buys Q1 2024 → Q2 2024
ATHM Autohome Inc.-ADR Add +247.8% 3.85% +2.71
VIST Vista Energy Sab DE CV Add +230.1% 2.78% +1.95
SQM Quimica Y Minera Chil-SP ADR New 0.79% +0.79
ERO Ero Copper Corp. New 0.37% +0.37
FXI iShares China Large-Cap ETF New 0.13% +0.13
ISRG Intuitive Surgical Inc. New 0.11% +0.11
BEPC Brookfield Renewable Cor-A New 0.11% +0.11
COST Costco Wholesale Corp. New 0.11% +0.11

Notes & Other Activity Q1 2024 → Q2 2024
CORZZ Core Scientific Inc. - 29 *W EXP 01/23/202 New 447,168 $4.2M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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