Seldon Capital Lp Top Holdings and 13F Report (2025) About Seldon Capital LpInvestment ActivitySeldon Capital Lp has $158.89 million in total holdings as of March 31, 2025.Seldon Capital Lp owns shares of 58 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 41.05% of the portfolio was sold this quarter.This quarter, Seldon Capital Lp has purchased 67 new stocks and bought additional shares in 2 stocks.Seldon Capital Lp sold shares of 10 stocks and completely divested from 11 stocks this quarter.Largest Holdings CELESTICA INC $17,413,542TALEN ENERGY CORP $16,391,909Vanguard Total Stock Market ETF $14,868,294Vanguard Consumer Staples ETF $10,414,300Vanguard Total World Stock ETF $8,759,675 Largest New Holdings this Quarter 464286640 - iShares MSCI Chile ETF $2,308,843 Holding743315103 - Progressive $200,654 Holding Largest Purchases this Quarter NU 271,783 shares (about $2.78M)iShares MSCI Chile ETF 77,426 shares (about $2.31M)Progressive 709 shares (about $200.65K)LexinFintech 15,315 shares (about $154.53K) Largest Sales this Quarter REDDIT INC 230,972 shares (about $24.23M)Microsoft 10,708 shares (about $4.02M)Vertiv 53,318 shares (about $3.85M)TaskUs 155,752 shares (about $2.12M)Pampa Energía 24,789 shares (about $1.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeldon Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCELESTICA INC$17,413,542$853,906 ▼-4.7%220,95611.0%COMTALEN ENERGY CORP$16,391,9090.0%82,09510.3%COMVTIVanguard Total Stock Market ETF$14,868,2940.0%54,0989.4%ETFVDCVanguard Consumer Staples ETF$10,414,300$437,640 ▼-4.0%47,5936.6%ETFVTVanguard Total World Stock ETF$8,759,6750.0%75,5475.5%ETFVEAVanguard FTSE Developed Markets ETF$7,574,5340.0%149,0174.8%ETFREDDIT INC$7,220,057$24,228,962 ▼-77.0%68,8284.5%CL AEQTEQT$6,178,1110.0%115,6303.9%EnergyPDDPDD$5,707,5470.0%48,2263.6%Retail/WholesaleAAPLApple$5,168,5210.0%23,2683.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,722,4510.0%62,4253.0%ETFGRAYSCALE BITCOIN TRUST ETF$4,308,1930.0%66,1072.7%SHS REP COM UTLXLexinFintech$4,098,043$154,528 ▲3.9%406,1492.6%FinanceQFINQifu Technology$3,719,536$1,709,185 ▼-31.5%82,8222.3%Business ServicesPAMPampa Energía$3,497,855$1,913,711 ▼-35.4%45,3092.2%UtilitiesFCNCAFirst Citizens BancShares$3,326,2910.0%1,7942.1%FinanceTASKTaskUs$3,156,245$2,122,900 ▼-40.2%231,5662.0%Computer and TechnologyNUNU$3,144,786$2,783,058 ▲769.4%307,1082.0%FinanceVRTVertiv$2,857,820$3,849,559 ▼-57.4%39,5821.8%Computer and TechnologyECHiShares MSCI Chile ETF$2,308,843$2,308,843 ▲New Holding77,4261.5%ETFNVDANVIDIA$1,933,4990.0%17,8401.2%Computer and TechnologyMSFTMicrosoft$1,924,249$4,019,676 ▼-67.6%5,1261.2%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,827,1400.0%31,0001.1%ETFBNDVanguard Total Bond Market ETF$1,585,1980.0%21,5821.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,404,2450.0%26,0190.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,228,7180.0%27,1480.8%ETFGOOGLAlphabet$1,193,8210.0%7,7200.8%Computer and TechnologyASHRXtrackers Harvest CSI 300 China A-Shares ETF$1,171,8960.0%44,1060.7%ETFAMZNAmazon.com$1,012,1830.0%5,3200.6%Retail/WholesaleTIPiShares TIPS Bond ETF$945,9310.0%8,5150.6%ETFMETAMeta Platforms$796,5300.0%1,3820.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$634,6180.0%3,8230.4%Computer and TechnologyVISTVista Energy$601,8810.0%12,9270.4%EnergyAVDVAvantis International Small Cap Value ETF$557,9200.0%8,0000.4%ETFVVisa$524,2880.0%1,4960.3%Business ServicesGRAYSCALE BITCOIN MINI TR ET$482,4340.0%13,2210.3%SHS NEWFLDRFidelity Low Duration Bond Factor ETF$404,7190.0%8,0750.3%ETFAPIAgora$383,801$27,336 ▼-6.6%95,4730.2%Business ServicesUNHUnitedHealth Group$359,8160.0%6870.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$350,9010.0%2,8760.2%ETFIGMiShares Expanded Tech Sector ETF$343,2770.0%3,7860.2%ETFLLYEli Lilly and Company$333,6680.0%4040.2%MedicalAVGOBroadcom$321,4660.0%1,9200.2%Computer and TechnologyORCLOracle$316,6700.0%2,2650.2%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$311,690$189,711 ▼-37.8%4,0680.2%ETFPGProcter & Gamble$311,5280.0%1,8280.2%Consumer StaplesHDHome Depot$302,3540.0%8250.2%Retail/WholesaleJNJJohnson & Johnson$284,0840.0%1,7130.2%MedicalGOVTiShares U.S. Treasury Bond ETF$266,6260.0%11,6000.2%ETFMAMastercard$248,8460.0%4540.2%Business ServicesWMTWalmart$241,7740.0%2,7540.2%Retail/WholesaleINTUIntuit$232,0880.0%3780.1%Computer and TechnologyBACBank of America$229,5980.0%5,5020.1%FinanceISRGIntuitive Surgical$228,8150.0%4620.1%MedicalCOSTCostco Wholesale$225,0960.0%2380.1%Retail/WholesaleNVONovo Nordisk A/S$202,0700.0%2,9100.1%MedicalPGRProgressive$200,654$200,654 ▲New Holding7090.1%FinanceSOHUSohu.com$131,8320.0%10,0100.1%Computer and TechnologyLULULululemon Athletica$0$10,001,551 ▼-100.0%00.0%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$0$4,181,280 ▼-100.0%00.0%COMTGSTransportadora de Gas del Sur$0$3,771,381 ▼-100.0%00.0%EnergyGGALGrupo Financiero Galicia$0$2,932,904 ▼-100.0%00.0%FinanceATHMAutohome$0$2,675,782 ▼-100.0%00.0%Computer and TechnologyFLTRVanEck IG Floating Rate ETF$0$763,500 ▼-100.0%00.0%ETFSUPVGrupo Supervielle$0$553,555 ▼-100.0%00.0%FinanceSQMSociedad Química y Minera de Chile$0$463,481 ▼-100.0%00.0%Basic MaterialsNOWServiceNow$0$218,385 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$216,114 ▼-100.0%00.0%Computer and TechnologyQDQudian$0$92,256 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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