Seldon Capital LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Seldon Capital LP reported 67 stock positions worth $244.3 million. Its top holding was Reddit Class A (RDDT) at 20.1% of the portfolio, followed by Celestica (CLS, 8.8%) and Talen Energy (TLN, 6.8%). Compared with Q3 2024, it opened 12 new positions, sold out of 10, added to 1 and reduced 4. The biggest buy was a new position in Lululemon Athletica (LULU) and the biggest sale an exit from New Oriental Educatio-SP ADR (EDU).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001867731
Portfolio Value
$244.3M (Q4 2024)
SEC Filing
0001867731-25-000002 ↗ filed Feb 13, 2025

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 Q3 2024 Q4 2024: $244.3M $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 67 stocks · $244.3M
RDDT Reddit Inc. Class A 20.06% 299,800 $49.0M Reduce -0.1%
CLS Celestica Inc. 8.76% 231,791 $21.4M No change
TLN Talen Energy Corp. 6.77% 82,095 $16.5M No change
VTI VG Morningstar TS MKT ETF-US 6.42% 54,098 $15.7M No change
VRT Vertiv Holdings Co. Class A 4.32% 92,900 $10.6M No change
VDC Vanguard Consumer Staple ETF 4.29% 49,593 $10.5M No change
LULU Lululemon Athletica Inc. 4.09% 26,154 $10.0M New
VT Vanguard Tot World STK ETF 3.63% 75,547 $8.9M No change
VEA Vanguard Ftse Developed ETF 2.92% 149,017 $7.1M No change
MSFT Microsoft Corp. 2.73% 15,834 $6.7M No change
TASK Taskus Inc. Class A 2.69% 387,318 $6.6M Reduce -7.2%
PAM Pampa Energia SA-Spon ADR 2.52% 70,098 $6.2M New
AAPL Apple Inc. 2.39% 23,268 $5.8M No change
EQT Eqt Corp. 2.18% 115,630 $5.3M New
GBTC Grayscale Bitcoin Trust ETF 2.00% 66,107 $4.9M No change
PDD PDD Holdings Inc. 1.91% 48,226 $4.7M No change
QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC 1.90% 120,880 $4.6M New
IEFA iShares Core MSCI Eafe ETF 1.80% 62,425 $4.4M No change
CORZ Core Scientific Inc. 1.71% 297,600 $4.2M No change
FCNCA First Citizens Bcshs Class A 1.55% 1,794 $3.8M No change
TGS Transportador Gas-ADR SP B 1.54% 128,848 $3.8M New
GGAL Grupo Financiero Galicia-ADR 1.20% 47,062 $2.9M New
ATHM Autohome Inc.-ADR 1.10% 103,113 $2.7M Reduce -41.1%
NVDA Nvidia Corp. 0.98% 17,840 $2.4M No change
LX Lexinfintech Holdings L-ADR 0.93% 390,834 $2.3M New
EFV iShares MSCI Eafe Value ETF 0.67% 31,000 $1.6M No change
BND Vanguard Total Bond Market 0.64% 21,582 $1.6M No change
GOOGL Alphabet Inc. Class A 0.60% 7,720 $1.5M No change
IEMG iShares Core MSCI Emerging 0.56% 26,019 $1.4M No change
VWO Vanguard Ftse Emerging Marke 0.49% 27,148 $1.2M No change
ASHR Xtrackers Harvest Csi 300 CH 0.48% 44,106 $1.2M No change
AMZN Amazon.com Inc. 0.48% 5,320 $1.2M No change
TIP iShares Tips Bond ETF 0.37% 8,515 $907K No change
META Meta Platforms Inc. Class A 0.33% 1,382 $809K No change
FLTR Vaneck Ig Floating Rate ETF 0.31% 30,000 $764K No change
TSM Taiwan Semiconductor-SP ADR 0.31% 3,823 $755K No change
VIST Vista Energy Sab DE CV 0.29% 12,927 $699K No change
BTC Grayscale Bitcoin Mini ETF 0.23% 13,221 $554K No change
SUPV Grupo Supervielle SA-SP ADR 0.23% 36,635 $554K New
AVDV Avantis Intl S/C Value ETF 0.21% 8,000 $521K No change
CWB SS SPDR BB Conv Sec ETF 0.21% 6,544 $510K No change
V Visa Inc. Class A 0.19% 1,496 $473K No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.19% 12,747 $463K Reduce -61.4%
AVGO Broadcom Inc. 0.18% 1,920 $445K No change
API Agora Inc.-ADR 0.17% 102,273 $425K New
FLDR Fidelity Low Durat Fact ETF 0.17% 8,075 $403K No change
IGM iShares Expanded Tech Sector 0.16% 3,786 $387K No change
ORCL Oracle Corp. 0.15% 2,265 $377K No change
ITOT iShares Core S&P Total U.S. 0.15% 2,876 $370K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.15% 35,325 $366K Add +148.4%
UNH Unitedhealth Group Inc. 0.14% 687 $348K No change
HD Home Depot Inc. 0.13% 825 $321K No change
LLY Eli Lilly & Co. 0.13% 404 $312K No change
PG The Procter & Gamble Co. 0.13% 1,828 $306K No change
GOVT iShares US Treasury Bond ETF 0.11% 11,600 $267K No change
NVO Novo-Nordisk A/S-Spons ADR 0.10% 2,910 $250K No change
WMT Walmart Inc. 0.10% 2,754 $249K No change
JNJ Johnson & Johnson 0.10% 1,713 $248K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 5,502 $242K No change
ISRG Intuitive Surgical Inc. 0.10% 462 $241K No change
MA Mastercard Inc. Class A 0.10% 454 $239K No change
INTU Intuit Inc. 0.10% 378 $238K No change
NOW ServiceNow Inc. 0.09% 206 $218K New
COST Costco Wholesale Corp. 0.09% 238 $218K No change
ADBE Adobe Inc. 0.09% 486 $216K No change
SOHU Sohu.com Ltd.-ADR 0.05% 10,010 $132K New
HTT High Templar Tech Limited filed as QUDIAN INC 0.04% 32,715 $92K New

Portfolio Sells Q3 2024 → Q4 2024
EDU New Oriental Educatio-SP ADR Sold out 0.00% −2.72
ATHM Autohome Inc.-ADR Reduce -41.1% 1.10% −2.13
SMH Vaneck Semiconductor ETF Sold out 0.00% −1.16
SQM Quimica Y Minera Chil-SP ADR Reduce -61.4% 0.19% −0.59
BANCOLOMBIA S.A.-SPONS ADR Sold out 0.00% −0.51
TASK Taskus Inc. Class A Reduce -7.2% 2.69% −0.35
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.20
BEPC Brookfield Renewable Cor-A Sold out 0.00% −0.13
AMAT Applied Materials Inc. Sold out 0.00% −0.13
MRK Merck & Co. Inc. Sold out 0.00% −0.12
PEP Pepsico Inc. Sold out 0.00% −0.12
HUYA Huya Inc.-ADR Sold out 0.00% −0.03
FCEL Fuelcell Energy Inc. Sold out 0.00% −0.00
RDDT Reddit Inc. Class A Reduce -0.1% 20.06% +8.91

Portfolio Buys Q3 2024 → Q4 2024
LULU Lululemon Athletica Inc. New 4.09% +4.09
PAM Pampa Energia SA-Spon ADR New 2.52% +2.52
EQT Eqt Corp. New 2.18% +2.18
QFIN Qfin Holdings Inc.-ADR New 1.90% +1.90
TGS Transportador Gas-ADR SP B New 1.54% +1.54
GGAL Grupo Financiero Galicia-ADR New 1.20% +1.20
LX Lexinfintech Holdings L-ADR New 0.93% +0.93
SUPV Grupo Supervielle SA-SP ADR New 0.23% +0.23
API Agora Inc.-ADR New 0.17% +0.17
NOW ServiceNow Inc. New 0.09% +0.09
SOHU Sohu.com Ltd.-ADR New 0.05% +0.05
NU Nu Holdings Ltd./Cayman Isl-A Add +148.4% 0.15% +0.04
HTT High Templar Tech Limited New 0.04% +0.04

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