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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.4 Million 15.87% of portfolio
213,135
Q2 2025 Added 182.12%
$0
$16.4 Million 9.53% of portfolio
54,098
Q4 2022 Reduced 11.82%
$43.6B
$13 Million 7.53% of portfolio
946,652
Q2 2025 Added 208.25%
$0
$10.4 Million 6.04% of portfolio
47,593
Q1 2025 Reduced 4.03%
$0
$10.4 Million 6.02% of portfolio
330,477
Q2 2025 Added 326.83%
$18.8B
$8.73 Million 5.06% of portfolio
149,622
Q2 2025 Added 29.4%
$0
$8.5 Million 4.92% of portfolio
149,017
Q2 2022 Reduced 2.09%
$5.3B
$5.61 Million 3.25% of portfolio
129,317
Q2 2025 Added 56.14%
$66.3B
$5.61 Million 3.25% of portfolio
66,107
Q1 2024 New
$0
$5.21 Million 3.02% of portfolio
62,425
Q4 2021 New
$147B
$5.05 Million 2.92% of portfolio
48,226
Q4 2022 New
$10.3B
$4.9 Million 2.84% of portfolio
236,015
Q2 2025 New
$3.69T
$4.77 Million 2.77% of portfolio
23,268
Q4 2021 New
$1.27B
$4.74 Million 2.75% of portfolio
657,686
Q2 2025 Added 61.93%
$186B
$4.53 Million 2.62% of portfolio
330,036
Q2 2025 New
$28.2B
$2.81 Million 1.63% of portfolio
1,434
Q2 2025 Reduced 20.07%
$3.95T
$2.55 Million 1.48% of portfolio
5,126
Q1 2025 Reduced 67.63%
$7.7B
$2.3 Million 1.33% of portfolio
45,636
Q2 2025 New
$32.7B
$2.19 Million 1.27% of portfolio
25,218
Q2 2025 Reduced 36.29%
$0
$1.97 Million 1.14% of portfolio
31,000
Q2 2022 Reduced 58.11%
$0
$1.59 Million 0.92% of portfolio
21,582
Q4 2021 New
$480M
$1.54 Million 0.89% of portfolio
91,945
Q2 2025 Reduced 60.29%
$112B
$1.4 Million 0.81% of portfolio
92,885
Q2 2025 New
$0
$1.4 Million 0.81% of portfolio
26,019
Q4 2021 New
$1.21T
$1.36 Million 0.79% of portfolio
7,720
Q3 2022 Added 1,900.0%
$0
$1.34 Million 0.78% of portfolio
27,148
Q1 2023 Reduced 39.25%
$0
$1.21 Million 0.7% of portfolio
44,106
Q1 2024 Reduced 18.48%
$2.26T
$1.17 Million 0.68% of portfolio
5,320
Q2 2022 Added 1,900.0%
$1.78T
$1.02 Million 0.59% of portfolio
1,382
Q4 2021 New
$0
$936,000 0.54% of portfolio
8,515
Q4 2022 Reduced 44.72%
$1.27T
$865,000 0.5% of portfolio
3,823
Q4 2021 New
$0
$634,000 0.37% of portfolio
8,000
Q2 2022 Reduced 55.56%
$3.7B
$618,000 0.36% of portfolio
12,927
Q3 2024 Reduced 88.16%
$127B
$529,000 0.31% of portfolio
1,920
Q3 2024 Added 900.0%
$551B
$531,000 0.31% of portfolio
1,496
Q4 2021 New
$684B
$495,000 0.29% of portfolio
2,265
Q4 2021 New
$0
$425,000 0.25% of portfolio
3,786
Q1 2024 Added 500.0%
$0
$404,000 0.23% of portfolio
8,075
Q3 2023 New
$0
$388,000 0.22% of portfolio
2,876
Q4 2021 New
$0
$336,000 0.19% of portfolio
4,068
Q1 2025 Reduced 37.84%
$608B
$314,000 0.18% of portfolio
404
Q3 2023 New
$405B
$302,000 0.17% of portfolio
825
Q4 2021 New
$201B
$297,000 0.17% of portfolio
378
Q4 2023 New
$368B
$291,000 0.17% of portfolio
1,828
Q4 2021 New
$281B
$269,000 0.16% of portfolio
2,754
Q3 2024 New
$66.5B
$263,000 0.15% of portfolio
2,668
Q2 2025 New
$548B
$255,000 0.15% of portfolio
454
Q1 2024 New
$0
$266,000 0.15% of portfolio
11,600
Q2 2022 New
$381B
$260,000 0.15% of portfolio
5,502
Q1 2024 New

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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