Seldon Capital LP Portfolio Holdings

Seldon Capital LP

  • $126 Million
  • Q3 2024

Seldon Capital LP has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 65 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 $15.3M, Vanguard Consumer Staples ETF with a value of $10.8M, Vanguard Total World Stk Index with a value of $9.04M, Vertiv Holdings CO with a value of $8.05M, and Vanguard Ftse Developed Market with a value of $7.87M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $146M to 126M.

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 $126 Million
ETFs: $64.9 Million
Technology: $21.9 Million
Consumer Cyclical: $8.19 Million
Industrials: $8.06 Million
Communication Services: $7.83 Million
Consumer Defensive: $5.79 Million
Financial Services: $5.25 Million
Healthcare: $1.82 Million
Other: $2.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$504B
$224,000 0.18% of portfolio
454
Q1 2024 New
$185B
$226,000 0.18% of portfolio
462
Q2 2024 New
$250B
$222,000 0.18% of portfolio
2,754
Q3 2024 New
$422B
$210,000 0.17% of portfolio
238
Q2 2024 New
$354B
$218,000 0.17% of portfolio
5,502
Q1 2024 New
$248B
$212,000 0.17% of portfolio
1,873
Q4 2023 New
$211B
$212,000 0.17% of portfolio
1,249
Q4 2021 New
$37B
$194,000 0.15% of portfolio
14,220
Q4 2023 New
$720M
$51,000 0.04% of portfolio
10,001
Q3 2024 New
$4.23B
$6,000 0.0% of portfolio
18,000
Q3 2024 New
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q3 2024 New
Grayscale Bitcoin Mini Tr Bt
-
$0 0.0% of portfolio
-
Q3 2024 New
Celestica Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Core Scientific Inc New
-
$0 0.0% of portfolio
-
Q3 2024 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $126 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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