Seldon Capital LP
Investment Portfolio & 13F Holdings Analysis
About
SELDON CAPITAL LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 58 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Seldon-Capital-Lp
Data Enrichment
79% identified46 identified12 unidentified
Holdings
58 positions • $158.9M total value
Manager:
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92204A207
Shares:47.6K
Value:$10.4M
% of Portfolio:6.6% ($10.4M/$158.9M)
389637109
Shares:66.1K
Value:$4.3M
% of Portfolio:2.7% ($4.3M/$158.9M)
Shares:1.8K
Value:$3.3M
% of Portfolio:2.1% ($3.3M/$158.9M)
464286640
Shares:77.4K
Value:$2.3M
% of Portfolio:1.5% ($2.3M/$158.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CELESTICA INC(CLScusip15101Q207) | 221.0K | YoY NEW(+221.0K) | All Managers (Combined) | $17.4M | 11.0% ($17.4M/$158.9M) | YoY NEW(+$17.4M) |
| 82.1K | QoQ 0.00% (-0)YoY NEW(+82.1K) | All Managers (Combined) | $16.4M | 10.3% ($16.4M/$158.9M) | YoY NEW(+$16.4M) | |
| 54.1K | All Managers (Combined) | $14.9M | 9.4% ($14.9M/$158.9M) | |||
(cusip92204A207)✕ | 47.6K | All Managers (Combined) | $10.4M | 6.6% ($10.4M/$158.9M) | ||
| 75.5K | All Managers (Combined) | $8.8M | 5.5% ($8.8M/$158.9M) | |||
| 149.0K | All Managers (Combined) | $7.6M | 4.8% ($7.6M/$158.9M) | |||
Reddit, Inc.(RDDTcusip75734B100) | 68.8K | All Managers (Combined) | $7.2M | 4.5% ($7.2M/$158.9M) | ||
| 115.6K | QoQ 0.00% (+0)YoY NEW(+115.6K) | All Managers (Combined) | $6.2M | 3.9% ($6.2M/$158.9M) | YoY NEW(+$6.2M) | |
| 48.2K | All Managers (Combined) | $5.7M | 3.6% ($5.7M/$158.9M) | |||
Apple Inc.(AAPLcusip037833100) | 23.3K | All Managers (Combined) | $5.2M | 3.3% ($5.2M/$158.9M) | ||
| 62.4K | All Managers (Combined) | $4.7M | 3.0% ($4.7M/$158.9M) | |||
(cusip389637109)✕ | 66.1K | All Managers (Combined) | $4.3M | 2.7% ($4.3M/$158.9M) | ||
| 406.1K | YoY NEW(+406.1K) | All Managers (Combined) | $4.1M | 2.6% ($4.1M/$158.9M) | YoY NEW(+$4.1M) | |
| 82.8K | YoY NEW(+82.8K) | All Managers (Combined) | $3.7M | 2.3% ($3.7M/$158.9M) | YoY NEW(+$3.7M) | |
| 45.3K | YoY NEW(+45.3K) | All Managers (Combined) | $3.5M | 2.2% ($3.5M/$158.9M) | YoY NEW(+$3.5M) | |
| 1.8K | QoQ 0.00% (-0) | All Managers (Combined) | $3.3M | 2.1% ($3.3M/$158.9M) | ||
TaskUs, Inc.(TASKcusip87652V109) | 231.6K | YoY NEW(+231.6K) | All Managers (Combined) | $3.2M | 2.0% ($3.2M/$158.9M) | YoY NEW(+$3.2M) |
Nu Holdings Ltd.(NUcusipG6683N103) | 307.1K | All Managers (Combined) | $3.1M | 2.0% ($3.1M/$158.9M) | ||
| 39.6K | All Managers (Combined) | $2.9M | 1.8% ($2.9M/$158.9M) | |||
(cusip464286640)✕ | 77.4K | QoQ NEW(+77.4K) YoY NEW(+77.4K) | All Managers (Combined) | $2.3M | 1.5% ($2.3M/$158.9M) | QoQ NEW(+$2.3M) YoY NEW(+$2.3M) |