Seldon-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AVGO",
  "CLS",
  null,
  "LX",
  "SOHU",
  "QFIN",
  null,
  "API",
  "HD",
  "INTU",
  "ISRG",
  null,
  null,
  "META",
  "PAM",
  null,
  null,
  "MA",
  "MSFT",
  null,
  "EQT",
  "FCNCA",
  "NU",
  null,
  "ORCL",
  "PGR",
  "IEMG",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "IEFA",
  "TASK",
  "TLN",
  "VWO",
  "TSM",
  "VRT",
  null,
  "NVO",
  "AMZN",
  "PDD",
  "VEA",
  "BND",
  "VT",
  "V",
  "VIST",
  "WMT",
  null,
  "RDDT",
  null,
  "BAC",
  "COST",
  "JNJ",
  "LLY",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 58
Total Value: 158892477
Accession Number: 0001867731-25-000005
Form Type: 13F-HR
CIK: seldon-capital-lp
Manager Name: Seldon-Capital-Lp

Data Enrichment

79% identified

46 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $158.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287549

Shares:3.8K

Value:$343.3K

% of Portfolio:0.2% ($343.3K/$158.9M)

ELI LILLY & Co

LLY|532457108

Shares:404

Value:$333.7K

% of Portfolio:0.2% ($333.7K/$158.9M)

Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$321.5K

% of Portfolio:0.2% ($321.5K/$158.9M)

ORACLE CORP

ORCL|68389X105

Shares:2.3K

Value:$316.7K

% of Portfolio:0.2% ($316.7K/$158.9M)

78464A359

Shares:4.1K

Value:$311.7K

% of Portfolio:0.2% ($311.7K/$158.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$311.5K

% of Portfolio:0.2% ($311.5K/$158.9M)

HOME DEPOT, INC.

HD|437076102

Shares:825

Value:$302.4K

% of Portfolio:0.2% ($302.4K/$158.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.7K

Value:$284.1K

% of Portfolio:0.2% ($284.1K/$158.9M)

46429B267

Shares:11.6K

Value:$266.6K

% of Portfolio:0.2% ($266.6K/$158.9M)

Mastercard Inc

MA|57636Q104

Shares:454

Value:$248.8K

% of Portfolio:0.2% ($248.8K/$158.9M)

Walmart Inc.

WMT|931142103

Shares:2.8K

Value:$241.8K

% of Portfolio:0.2% ($241.8K/$158.9M)

INTUIT INC.

INTU|461202103

Shares:378

Value:$232.1K

% of Portfolio:0.1% ($232.1K/$158.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.5K

Value:$229.6K

% of Portfolio:0.1% ($229.6K/$158.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:462

Value:$228.8K

% of Portfolio:0.1% ($228.8K/$158.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:238

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$158.9M)

NOVO NORDISK A S

NVO|670100205

Shares:2.9K

Value:$202.1K

% of Portfolio:0.1% ($202.1K/$158.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:709

Value:$200.7K

% of Portfolio:0.1% ($200.7K/$158.9M)

Sohu.com Ltd

SOHU|83410S108

Shares:10.0K

Value:$131.8K

% of Portfolio:0.1% ($131.8K/$158.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287549)✕	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$343.3K	0.2% ($343.3K/$158.9M)	QoQ -11.18% (-$43.2K) YoY +5.21% (+$17.0K)
ELI LILLY & Co(LLYcusip532457108)	404	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$333.7K	0.2% ($333.7K/$158.9M)	QoQ +6.98% (+$21.8K) YoY +6.16% (+$19.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ 0.00% (-0) YoY +900.00% (+1.7K)	All Managers (Combined)	$321.5K	0.2% ($321.5K/$158.9M)	QoQ -27.78% (-$123.7K) YoY +26.32% (+$67.0K)
ORACLE CORP(ORCLcusip68389X105)	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$316.7K	0.2% ($316.7K/$158.9M)	QoQ -16.10% (-$60.8K) YoY +11.30% (+$32.2K)
(cusip78464A359)✕	4.1K	QoQ -37.83% (-2.5K) YoY -37.83% (-2.5K)	All Managers (Combined)	$311.7K	0.2% ($311.7K/$158.9M)	QoQ -38.84% (-$198.0K) YoY -34.78% (-$166.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$311.5K	0.2% ($311.5K/$158.9M)	QoQ +1.65% (+$5.1K) YoY +5.03% (+$14.9K)
HOME DEPOT, INC.(HDcusip437076102)	825	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$302.4K	0.2% ($302.4K/$158.9M)	QoQ -5.78% (-$18.6K) YoY -4.46% (-$14.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$284.1K	0.2% ($284.1K/$158.9M)	QoQ +14.67% (+$36.4K) YoY +4.83% (+$13.1K)
(cusip46429B267)✕	11.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$266.6K	0.2% ($266.6K/$158.9M)	QoQ +0.02% (+$58) YoY +0.94% (+$2.5K)
Mastercard Inc(MAcusip57636Q104)	454	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$248.8K	0.2% ($248.8K/$158.9M)	QoQ +4.09% (+$9.8K) YoY +13.81% (+$30.2K)
Walmart Inc.(WMTcusip931142103)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$241.8K	0.2% ($241.8K/$158.9M)	QoQ -2.83% (-$7.0K) YoY NEW(+$241.8K)
INTUIT INC.(INTUcusip461202103)	378	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$232.1K	0.1% ($232.1K/$158.9M)	QoQ -2.30% (-$5.5K) YoY -5.54% (-$13.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$229.6K	0.1% ($229.6K/$158.9M)	QoQ -5.05% (-$12.2K) YoY +10.04% (+$21.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	462	QoQ 0.00% (-0) YoY NEW(+462)	All Managers (Combined)	$228.8K	0.1% ($228.8K/$158.9M)	QoQ -5.11% (-$12.3K) YoY NEW(+$228.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	238	QoQ 0.00% (+0) YoY NEW(+238)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$158.9M)	QoQ +3.22% (+$7.0K) YoY NEW(+$225.1K)
NOVO NORDISK A S(NVOcusip670100205)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$202.1K	0.1% ($202.1K/$158.9M)	QoQ -19.27% (-$48.2K) YoY -45.91% (-$171.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	709	QoQ NEW(+709) YoY NEW(+709)	All Managers (Combined)	$200.7K	0.1% ($200.7K/$158.9M)	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
Sohu.com Ltd(SOHUcusip83410S108)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$131.8K	0.1% ($131.8K/$158.9M)	QoQ -0.07% (-$100) YoY NEW(+$131.8K)