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SELDON CAPITAL LP13F | |
| SELDON CAPITAL LP | |
| Last update 2025-05-15 | 58 Stocks (2 new) |
| Value $159.00 Mil | Turnover 3 % |
SELDON CAPITAL LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLS | Celestica Inc | 220,956 | 17,413.5 | -4.67% | 10.960 | -0.41% | 0.190 | +89.57% | +70.00% | 17,871.9 | Hardware | |
TLN | Talen Energy Corp | 82,095 | 16,391.9 | 0% | 10.320 | 0% | 0.180 | +58.70% | +55.65% | 14,271.0 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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VTI | Vanguard Total Stock Market ETF | 54,098 | 14,868.3 | 0% | 9.360 | 0% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
VDC | Vanguard Consumer Staples ETF | 47,593 | 10,414.3 | -4.03% | 6.550 | -0.17% | 0.140 | +0.08% | +5.39% | 7,724.2 | ||
VT | Vanguard Total World Stock ETF | 75,547 | 8,759.7 | 0% | 5.510 | 0% | 0.020 | +17.28% | +12.02% | 46,000.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 149,017 | 7,574.5 | 0% | 4.770 | 0% | 0.010 | +12.11% | +21.29% | 160,177.0 | ||
RDDT | Reddit Inc | 68,828 | 7,220.1 | -77.04% | 4.540 | -15.45% | 0.040 | +43.42% | -10.79% | 26,903.1 | Interactive Media | |
EQT | EQT Corp | 115,630 | 6,178.1 | 0% | 3.890 | 0% | 0.020 | +12.21% | +18.55% | 32,529.3 | Oil & Gas | |
PDD | PDD Holdings Inc | 48,226 | 5,707.6 | 0% | 3.590 | 0% | 0.000 | +16.98% | +18.61% | 163,316.5 | Retail - Cyclical | |
AAPL | Apple Inc | 23,268 | 5,168.5 | 0% | 3.250 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware |
SELDON CAPITAL LP's Historical Top Holdings Breakdowns
SELDON CAPITAL LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RDDT | Reddit Inc | 2025-03-31 | Reduce Reduce | -15.45% | 104.9 ($165.28) 225.23 | $145.80 | -11.79% | Reduce -77.04% | 68,828 | -230,972 | |
LULU | Lululemon Athletica Inc | 2025-03-31 | Sold Out Sold Out | -4.09% | 283.06 ($366.85) 421.16 | $223.93 | -38.96% | Sold Out | 0 | -26,154 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Reduce Reduce | -2.48% | 72.2 ($106.44) 153.49 | $125.29 | 17.71% | Reduce -57.39% | 39,582 | -53,318 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.85% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -67.63% | 5,126 | -10,708 | |
NU | Nu Holdings Ltd | 2025-03-31 | Add Add | +1.75% | 10.12 ($11.82) 13.95 | $12.79 | 8.21% | Add 769.38% | 307,108 | 271,783 | |
CORZ | Core Scientific Inc | 2025-03-31 | Sold Out Sold Out | -1.71% | 7.24 ($11.38) 16.34 | $13.48 | 18.45% | Sold Out | 0 | -297,600 | |
TGS | Transportadora de Gas del Sur SA | 2025-03-31 | Sold Out Sold Out | -1.54% | 23.85 ($27.76) 33.25 | $25.37 | -8.61% | Sold Out | 0 | -128,848 | |
ECH | iShares MSCI Chile ETF | 2025-03-31 | New Buy New Buy | +1.45% | 24.56 ($28.13) 30.94 | $30.39 | 8.03% | New holding | 77,426 | 77,426 | |
GGAL | Grupo Financiero Galicia SA | 2025-03-31 | Sold Out Sold Out | -1.20% | 54.11 ($62.13) 72.06 | $47.81 | -23.05% | Sold Out | 0 | -47,062 | |
ATHM | Autohome Inc | 2025-03-31 | Sold Out Sold Out | -1.10% | 25.21 ($28.4) 31.07 | $27.62 | -2.75% | Sold Out | 0 | -103,113 |
SELDON CAPITAL LP Total Holding History ($B)
SELDON CAPITAL LP's Asset Allocation
SELDON CAPITAL LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SELDON CAPITAL LP's Hypothetical Growth since 2025-03-31
SELDON CAPITAL LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SELDON CAPITAL LP's Holdings Heat Map
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SELDON CAPITAL LP's Holdings Bubble Chart
SELDON CAPITAL LP News
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