Seldon Capital LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.7M, Vanguard Consumer Staples ETF with a value of $10.5M, Lululemon Athletica Inc. with a value of $10M, Vanguard Total World Stk Index with a value of $8.88M, and Vertiv Holdings CO with a value of $8.05M.

Examining the 13F form we can see an increase of $24.3M in the current position value, from $126M to 150M.

Seldon Capital LP is based out at San Francisco, CA

Below you can find more details about Seldon Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
ETFs: $62.5 Million
Technology: $24.1 Million
Consumer Cyclical: $16.2 Million
Financial Services: $15.6 Million
Energy: $9.8 Million
Industrials: $8.05 Million
Utilities: $6.16 Million
Communication Services: $5.08 Million
Other: $2.63 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $150 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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