Filed: 2/13/2025ACC: 0001867731-25-000002
📋 What this filing means
SELDON CAPITAL LP filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $244.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$244.27M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COM$77.25M31.6%
CL A$53.84M22.0%
TOTAL STK MKT$15.68M6.4%
COM CL A$11.03M4.5%
CONSUM STP ETF$10.48M4.3%
TT WRLD ST ETF$8.88M3.6%
VAN FTSE DEV MKT$7.13M2.9%
Portfolio Concentration
Top 3$86.93M35.6%
4–10$69.39M28.4%
11–25$64.50M26.4%
Rest$23.45M9.6%
Top 3 weight
35.6%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 3.49M
Sole
Full voting authority
2.78M
shares
% of voting shares79.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
708.94K
shares
% of voting shares20.3%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 79.7% of voting shares
Institutional Holdings67
Rows:
REDDIT INC
SOLEShares299.80K
TypeSH
Market value$49.00M
20.06%
Sole
299.80K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares231.79K
TypeSH
Market value$21.39M
8.76%
Sole
231.79K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares82.09K
TypeSH
Market value$16.54M
6.77%
Sole
82.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.10K
TypeSH
Market value$15.68M
6.42%
Sole
0.00
Shared
0.00
None
54.10K
VERTIV HOLDINGS CO
SOLEShares92.90K
TypeSH
Market value$10.55M
4.32%
Sole
92.90K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares49.59K
TypeSH
Market value$10.48M
4.29%
Sole
0.00
Shared
0.00
None
49.59K
LULULEMON ATHLETICA INC
SOLEShares26.15K
TypeSH
Market value$10.00M
4.09%
Sole
26.15K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares75.55K
TypeSH
Market value$8.88M
3.63%
Sole
0.00
Shared
0.00
None
75.55K
VANGUARD TAX-MANAGED FDS
SOLEShares149.02K
TypeSH
Market value$7.13M
2.92%
Sole
0.00
Shared
0.00
None
149.02K
MICROSOFT CORP
SOLEShares15.83K
TypeSH
Market value$6.67M
2.73%
Sole
10.71K
Shared
0.00
None
5.13K
TASKUS INC
SOLEShares387.32K
TypeSH
Market value$6.56M
2.69%
Sole
387.32K
Shared
0.00
None
0.00
PAMPA ENERGIA S A
SOLEShares70.10K
TypeSH
Market value$6.16M
2.52%
Sole
70.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.27K
TypeSH
Market value$5.83M
2.39%
Sole
0.00
Shared
0.00
None
23.27K
EQT CORP
SOLEShares115.63K
TypeSH
Market value$5.33M
2.18%
Sole
115.63K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares66.11K
TypeSH
Market value$4.89M
2.00%
Sole
66.11K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares48.23K
TypeSH
Market value$4.68M
1.91%
Sole
48.23K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares120.88K
TypeSH
Market value$4.64M
1.90%
Sole
120.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.42K
TypeSH
Market value$4.39M
1.80%
Sole
0.00
Shared
0.00
None
62.42K
CORE SCIENTIFIC INC NEW
SOLEShares297.60K
TypeSH
Market value$4.18M
1.71%
Sole
297.60K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares1.79K
TypeSH
Market value$3.79M
1.55%
Sole
1.79K
Shared
0.00
None
0.00
TRANSPORTADORA DE GAS SUR
SOLEShares128.85K
TypeSH
Market value$3.77M
1.54%
Sole
128.85K
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares47.06K
TypeSH
Market value$2.93M
1.20%
Sole
47.06K
Shared
0.00
None
0.00
AUTOHOME INC
SOLEShares103.11K
TypeSH
Market value$2.68M
1.10%
Sole
103.11K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.84K
TypeSH
Market value$2.40M
0.98%
Sole
0.00
Shared
0.00
None
17.84K
LEXINFINTECH HLDGS LTD
SOLEShares390.83K
TypeSH
Market value$2.27M
0.93%
Sole
390.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REDDIT INCSOLE | CL A | 299.80K | SH | $49.00M 20.06% | 299.80K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 231.79K | SH | $21.39M 8.76% | 231.79K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 82.09K | SH | $16.54M 6.77% | 82.09K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.10K | SH | $15.68M 6.42% | 0.00 | 0.00 | 54.10K |
VERTIV HOLDINGS COSOLE | COM CL A | 92.90K | SH | $10.55M 4.32% | 92.90K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 49.59K | SH | $10.48M 4.29% | 0.00 | 0.00 | 49.59K |
LULULEMON ATHLETICA INCSOLE | COM | 26.15K | SH | $10.00M 4.09% | 26.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 75.55K | SH | $8.88M 3.63% | 0.00 | 0.00 | 75.55K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $7.13M 2.92% | 0.00 | 0.00 | 149.02K |
MICROSOFT CORPSOLE | COM | 15.83K | SH | $6.67M 2.73% | 10.71K | 0.00 | 5.13K |
TASKUS INCSOLE | CLASS A COM | 387.32K | SH | $6.56M 2.69% | 387.32K | 0.00 | 0.00 |
PAMPA ENERGIA S ASOLE | SPONS ADR LVL I | 70.10K | SH | $6.16M 2.52% | 70.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $5.83M 2.39% | 0.00 | 0.00 | 23.27K |
EQT CORPSOLE | COM | 115.63K | SH | $5.33M 2.18% | 115.63K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 66.11K | SH | $4.89M 2.00% | 66.11K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $4.68M 1.91% | 48.23K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 120.88K | SH | $4.64M 1.90% | 120.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $4.39M 1.80% | 0.00 | 0.00 | 62.42K |
CORE SCIENTIFIC INC NEWSOLE | COM | 297.60K | SH | $4.18M 1.71% | 297.60K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 1.79K | SH | $3.79M 1.55% | 1.79K | 0.00 | 0.00 |
TRANSPORTADORA DE GAS SURSOLE | SPONSORED ADS B | 128.85K | SH | $3.77M 1.54% | 128.85K | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 47.06K | SH | $2.93M 1.20% | 47.06K | 0.00 | 0.00 |
AUTOHOME INCSOLE | SP ADS RP CL A | 103.11K | SH | $2.68M 1.10% | 103.11K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $2.40M 0.98% | 0.00 | 0.00 | 17.84K |
LEXINFINTECH HLDGS LTDSOLE | ADR | 390.83K | SH | $2.27M 0.93% | 390.83K | 0.00 | 0.00 |
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