SC

SELDON CAPITAL LP

13F
SELDON CAPITAL LP
Last update 2025-02-13 67 Stocks (12 new)
Value $244.00 Mil Turnover 15 %
Countries:
Top Holdings: RDDT(20.06%)CLS(8.76%)TLN(6.77%)VTI(6.42%)VRT(4.32%)
Summary Stock Picks Current Portfolio
SELDON CAPITAL LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RDDT 		Reddit Inc
299,800
48,999.3
-0.07%
20.060
-0.01%
0.170
-42.96%
-30.35%
21,000.5
Interactive Media
CLS 		Celestica Inc
231,791
21,394.3
0%
8.760
0%
0.200
-23.81%
+1.92%
10,833.7
Hardware
TLN 		Talen Energy Corp
82,095
16,539.7
0%
6.770
0%
0.180
+1.90%
+12.15%
10,282.5
Utilities - Independent Power Producers
VTI 		Vanguard Total Stock Market ETF
54,098
15,678.1
0%
6.420
0%
0.000
-6.30%
-3.46%
481,721.4
 
VRT 		Vertiv Holdings Co
92,900
10,554.4
0%
4.320
0%
0.020
-18.78%
-16.35%
36,205.0
Industrial Products
VDC 		Vanguard Consumer Staples ETF
49,593
10,483.0
0%
4.290
0%
0.160
+2.99%
+4.92%
7,544.6
 
LULU 		Lululemon Athletica Inc
26,154
10,001.5
New Holding
4.090
+4.09%
0.020
-33.04%
-27.47%
33,326.4
Retail - Cyclical
VT 		Vanguard Total World Stock ETF
75,547
8,875.3
0%
3.630
0%
0.020
-1.34%
+1.68%
43,692.1
 
VEA 		Vanguard FTSE Developed Markets ETF
149,017
7,126.0
0%
2.920
0%
0.010
+7.85%
+12.63%
147,219.7
 
MSFT 		Microsoft Corp
15,834
6,674.0
0%
2.730
0%
0.000
+5.08%
+3.48%
3,235,237.7
Software

SELDON CAPITAL LP's Historical Top Holdings Breakdowns

SELDON CAPITAL LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LULU 		Lululemon Athletica Inc2024-12-31New Buy
+4.09%
●
260.53 ($327.43) 404.79
$277.36
-15.29%
New holding
26,154
26,154
EDU 		New Oriental Education & Technology Group Inc2024-12-31Sold Out
-2.72%
●
55.05 ($63.88) 80.6
$49.68
-22.23%
Sold Out
0
-63,695
PAM 		Pampa Energia SA2024-12-31New Buy
+2.52%
●
59.98 ($76.24) 91.79
$71.22
-6.58%
New holding
70,098
70,098
EQT 		EQT Corp2024-12-31New Buy
+2.18%
●
35.62 ($41.31) 46.89
$51.85
25.51%
New holding
115,630
115,630
QFIN 		Qifu Technology Inc2024-12-31New Buy
+1.90%
●
29.37 ($34.68) 39.79
$43.02
24.05%
New holding
120,880
120,880
TGS 		Transportadora de Gas del Sur SA2024-12-31New Buy
+1.54%
●
18.53 ($25.34) 30.32
$25.53
0.75%
New holding
128,848
128,848
ATHM 		Autohome Inc2024-12-31Reduce
-1.32%
●
25.95 ($28.73) 34.44
$27.28
-5.05%
Reduce -41.12%
103,113
-72,014
GGAL 		Grupo Financiero Galicia SA2024-12-31New Buy
+1.20%
●
41.94 ($55.25) 68.72
$58.16
5.27%
New holding
47,062
47,062
LX 		LexinFintech Holdings Ltd2024-12-31New Buy
+0.93%
●
2.85 ($4.21) 6.32
$8.42
100.00%
New holding
390,834
390,834
CIB 		BanColombia SA2024-12-31Sold Out
-0.51%
●
30.96 ($32.23) 33.47
$40.99
27.18%
Sold Out
0
-28,820

SELDON CAPITAL LP Total Holding History ($B)

To

SELDON CAPITAL LP's Asset Allocation

To

SELDON CAPITAL LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SELDON CAPITAL LP's Hypothetical Growth since 2024-12-31

SELDON CAPITAL LP's Yearly Returns

Year Portfolio % % Excess Gain %

SELDON CAPITAL LP's Holdings Heat Map

Size field:

SELDON CAPITAL LP's Holdings Bubble Chart

SELDON CAPITAL LP News

  • 1

Discussions on SELDON CAPITAL LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.