Seldon Capital LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Seldon Capital LP reported 65 stock positions worth $177.3 million. Its top holding was Reddit Class A (RDDT) at 11.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 8.6%) and Talen Energy (TLN, 8.3%). Compared with Q2 2024, it opened 8 new positions, sold out of 4, added to 1 and reduced 6. The biggest buy was a new position in Talen Energy (TLN) and the biggest sale Vertiv Class A (VRT, shares −56%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$177.3M (Q3 2024)
SEC Filing
0001867731-24-000008 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $178.9M Q2 2024 Q3 2024: $177.3M $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 65 stocks · $177.3M
RDDT Reddit Inc. Class A 11.15% 300,000 $19.8M No change
VTI VG Morningstar TS MKT ETF-US 8.64% 54,098 $15.3M No change
TLN Talen Energy Corp. 8.25% 82,095 $14.6M New
CLS Celestica Inc. 6.68% 231,791 $11.8M No change
VDC Vanguard Consumer Staple ETF 6.11% 49,593 $10.8M No change
VRT Vertiv Holdings Co. Class A 5.21% 92,900 $9.2M Reduce -56.2%
VT Vanguard Tot World STK ETF 5.10% 75,547 $9.0M No change
VEA Vanguard Ftse Developed ETF 4.44% 149,017 $7.9M No change
MSFT Microsoft Corp. 3.84% 15,834 $6.8M No change
PDD PDD Holdings Inc. 3.67% 48,226 $6.5M No change
ATHM Autohome Inc.-ADR 3.22% 175,127 $5.7M Reduce -30.2%
AAPL Apple Inc. 3.06% 23,268 $5.4M No change
TASK Taskus Inc. Class A 3.04% 417,428 $5.4M New
IEFA iShares Core MSCI Eafe ETF 2.75% 62,425 $4.9M No change
EDU New Oriental Educatio-SP ADR 2.72% 63,695 $4.8M Reduce -54.2%
CORZ Core Scientific Inc. 1.99% 297,600 $3.5M New
GBTC Grayscale Bitcoin Trust ETF 1.88% 66,107 $3.3M No change
FCNCA First Citizens Bcshs Class A 1.86% 1,794 $3.3M Add +25.1%
NVDA Nvidia Corp. 1.22% 17,840 $2.2M No change
SMH Vaneck Semiconductor ETF 1.16% 8,400 $2.1M New
EFV iShares MSCI Eafe Value ETF 1.01% 31,000 $1.8M No change
BND Vanguard Total Bond Market 0.91% 21,582 $1.6M No change
IEMG iShares Core MSCI Emerging 0.84% 26,019 $1.5M No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.78% 33,042 $1.4M Reduce -4.5%
VWO Vanguard Ftse Emerging Marke 0.73% 27,148 $1.3M No change
GOOGL Alphabet Inc. Class A 0.72% 7,720 $1.3M No change
ASHR Xtrackers Harvest Csi 300 CH 0.71% 44,106 $1.3M No change
AMZN Amazon.com Inc. 0.56% 5,320 $991K No change
TIP iShares Tips Bond ETF 0.53% 8,515 $941K No change
BANCOLOMBIA S.A.-SPONS ADR 0.51% 28,820 $904K Reduce -15.3%
META Meta Platforms Inc. Class A 0.45% 1,382 $791K No change
FLTR Vaneck Ig Floating Rate ETF 0.43% 30,000 $764K No change
TSM Taiwan Semiconductor-SP ADR 0.37% 3,823 $664K No change
VIST Vista Energy Sab DE CV 0.32% 12,927 $571K Reduce -88.2%
AVDV Avantis Intl S/C Value ETF 0.32% 8,000 $565K No change
CWB SS SPDR BB Conv Sec ETF 0.28% 6,544 $501K No change
V Visa Inc. Class A 0.23% 1,496 $411K No change
FLDR Fidelity Low Durat Fact ETF 0.23% 8,075 $405K No change
UNH Unitedhealth Group Inc. 0.23% 687 $402K No change
ORCL Oracle Corp. 0.22% 2,265 $386K No change
BTC Grayscale Bitcoin Mini Trust 0.21% 66,107 $372K No change
IGM iShares Expanded Tech Sector 0.20% 3,786 $363K No change
ITOT iShares Core S&P Total U.S. 0.20% 2,876 $361K No change
BABA Alibaba Group Holding-SP ADR 0.20% 3,403 $361K New
LLY Eli Lilly & Co. 0.20% 404 $358K No change
NVO Novo-Nordisk A/S-Spons ADR 0.20% 2,910 $346K No change
HD Home Depot Inc. 0.19% 825 $334K No change
AVGO Broadcom Inc. 0.19% 1,920 $331K No change
PG The Procter & Gamble Co. 0.18% 1,828 $317K No change
JNJ Johnson & Johnson 0.16% 1,713 $278K No change
GOVT iShares US Treasury Bond ETF 0.15% 11,600 $272K No change
ADBE Adobe Inc. 0.14% 486 $252K No change
INTU Intuit Inc. 0.13% 378 $235K No change
BEPC Brookfield Renewable Cor-A 0.13% 7,143 $233K No change
AMAT Applied Materials Inc. 0.13% 1,125 $227K No change
ISRG Intuitive Surgical Inc. 0.13% 462 $227K No change
MA Mastercard Inc. Class A 0.13% 454 $224K No change
WMT Walmart Inc. 0.13% 2,754 $222K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 5,502 $218K No change
MRK Merck & Co. Inc. 0.12% 1,873 $213K No change
PEP Pepsico Inc. 0.12% 1,249 $212K No change
COST Costco Wholesale Corp. 0.12% 238 $211K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.11% 14,220 $194K No change
HUYA Huya Inc.-ADR 0.03% 10,001 $51K New
FCEL Fuelcell Energy Inc. 0.00% 18,000 $7K New

Portfolio Sells Q2 2024 → Q3 2024
VRT Vertiv Holdings Co. Class A Reduce -56.2% 5.21% −5.06
TME Tencent Music Entertainm-ADR Sold out 0.00% −4.83
EDU New Oriental Educatio-SP ADR Reduce -54.2% 2.72% −3.31
VIST Vista Energy Sab DE CV Reduce -88.2% 0.32% −2.45
MCHI iShares MSCI China ETF Sold out 0.00% −1.03
ATHM Autohome Inc.-ADR Reduce -30.2% 3.22% −0.63
ERO Ero Copper Corp. Sold out 0.00% −0.37
FXI iShares China Large-Cap ETF Sold out 0.00% −0.13
BANCOLOMBIA S.A.-SPONS ADR Reduce -15.3% 0.51% −0.11
SQM Quimica Y Minera Chil-SP ADR Reduce -4.5% 0.78% −0.01

Portfolio Buys Q2 2024 → Q3 2024
TLN Talen Energy Corp. New 8.25% +8.25
TASK Taskus Inc. Class A New 3.04% +3.04
CORZ Core Scientific Inc. New 1.99% +1.99
SMH Vaneck Semiconductor ETF New 1.16% +1.16
FCNCA First Citizens Bcshs Class A Add +25.1% 1.86% +0.51
BABA Alibaba Group Holding-SP ADR New 0.20% +0.20
WMT Walmart Inc. New 0.13% +0.13
HUYA Huya Inc.-ADR New 0.03% +0.03
FCEL Fuelcell Energy Inc. New 0.00% +0.00

Notes & Other Activity Q2 2024 → Q3 2024
CORZZ Core Scientific Inc. - 29 *W EXP 01/23/202 Sold out 447,168 $4.2Mbefore exit

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