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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 | +91.39% | +82.87% | 19,385.9 | Hardware | |
TLN | Talen Energy Corp | 82,095 | 16,391.9 | 0% | 10.320 | 0% | 0.180 | +65.76% | +68.38% | 15,438.7 |
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 | +18.95% | +8.50% | 478,431.4 | ||
VDC | Vanguard Consumer Staples ETF | 47,593 | 10,414.3 | -4.03% | 6.550 | -0.17% | 0.140 | +0.70% | +5.58% | 7,737.9 | ||
VT | Vanguard Total World Stock ETF | 75,547 | 8,759.7 | 0% | 5.510 | 0% | 0.020 | +17.13% | +13.31% | 46,529.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 149,017 | 7,574.5 | 0% | 4.770 | 0% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
RDDT | Reddit Inc | 68,828 | 7,220.1 | -77.04% | 4.540 | -15.45% | 0.040 | +36.33% | -10.61% | 26,958.5 | Interactive Media | |
EQT | EQT Corp | 115,630 | 6,178.1 | 0% | 3.890 | 0% | 0.020 | +6.90% | +13.35% | 31,114.3 | Oil & Gas | |
PDD | PDD Holdings Inc | 48,226 | 5,707.6 | 0% | 3.590 | 0% | 0.000 | +17.95% | +22.14% | 168,171.7 | Retail - Cyclical | |
AAPL | Apple Inc | 23,268 | 5,168.5 | 0% | 3.250 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | 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 | $146.10 | -11.60% | 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 | $224.03 | -38.93% | Sold Out | 0 | -26,154 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Reduce Reduce | -2.48% | 72.2 ($106.44) 153.49 | $130.19 | 22.31% | Reduce -57.39% | 39,582 | -53,318 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.85% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -67.63% | 5,126 | -10,708 | |
NU | Nu Holdings Ltd | 2025-03-31 | Add Add | +1.75% | 10.12 ($11.82) 13.95 | $12.96 | 9.64% | 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 | $13.49 | 18.54% | 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 | $26.52 | -4.47% | 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 | $30.41 | 8.11% | 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 | $49.25 | -20.73% | Sold Out | 0 | -47,062 | |
ATHM | Autohome Inc | 2025-03-31 | Sold Out Sold Out | -1.10% | 25.21 ($28.4) 31.07 | $28.42 | 0.07% | Sold Out | 0 | -103,113 |
SELDON CAPITAL LP Total Holding History ($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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