Seldon Capital LP Portfolio Holdings

Seldon Capital LP

  • $173 Million
  • Q2 2025

Seldon Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $173 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total World Stk Index with a value of $27.4M, Vanguard Total Stock Market Et with a value of $16.4M, Nu Holdings Ltd. with a value of $13M, Vanguard Consumer Staples ETF with a value of $10.4M, and Ishares Inc Mcsi Chile ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $54.7M in the current position value, from $118M to 173M.

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 $173 Million
ETFs: $94.9 Million
Financial Services: $35.6 Million
Technology: $14.5 Million
Energy: $9.34 Million
Communication Services: $7.28 Million
Consumer Cyclical: $6.52 Million
Industrials: $2.19 Million
Healthcare: $1.45 Million
Other: $795,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $173 Million
  • Prior Value $118 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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