Fund HoldingsSELDON CAPITAL LP

Total Portfolio Value
$244.27M
Total Bought
$37.26M
Total Sold
$43.82M
Net Transaction
-$6.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
REDDIT INC(RDDT)300,000299,800-20019,77648,99920.06%+29,223
LULULEMON ATHLETICA INC(LULU)026,154+26,154010,0024.09%+10,002
CELESTICA INC(CLS)231,791231,791011,84921,3948.76%+9,545
PAMPA ENERGIA S A(PAM)070,098+70,09806,1642.52%+6,164
EQT CORP(EQT)0115,630+115,63005,3322.18%+5,332
QIFU TECHNOLOGY INC(QFIN)0120,880+120,88004,6391.90%+4,639
TRANSPORTADORA DE GAS SUR(TGS)0128,848+128,84803,7711.54%+3,771
GRUPO FINANCIERO GALICIA S.A(GGAL)047,062+47,06202,9331.20%+2,933
LEXINFINTECH HLDGS LTD0390,834+390,83402,2670.93%+2,267
TALEN ENERGY CORP(TLN)82,09582,095014,63316,5406.77%+1,907
GRAYSCALE BITCOIN TRUST ETF(GBTC)66,10766,10703,3384,8932.00%+1,555
VERTIV HOLDINGS CO(VRT)92,90092,90009,24310,5544.32%+1,312
TASKUS INC417,428387,318-30,1105,3936,5612.69%+1,168
CORE SCIENTIFIC INC NEW(CORZ)297,600297,60003,5304,1811.71%+652
GRAYSCALE BITCOIN MINI TR ET(BTC)013,221+13,22105540.23%+554
GRUPO SUPERVIELLE S.A.(SUPV)036,635+36,63505540.23%+554
FIRST CTZNS BANCSHARES INC N(FCNCA)1,7941,79403,3033,7911.55%+488
AGORA INC0102,273+102,27304250.17%+425
APPLE INC(AAPL)23,26823,26805,4215,8272.39%+405
VANGUARD INDEX FDS54,09854,098015,31815,6786.42%+360
NVIDIA CORPORATION(NVDA)17,84017,84002,1662,3960.98%+229
SERVICENOW INC(NOW)0206+20602180.09%+218
ALPHABET INC(GOOG)7,7207,72001,2801,4610.60%+181
AMAZON COM INC(AMZN)5,3205,32009911,1670.48%+176
NU HLDGS LTD(NU)14,22035,325+21,1051943660.15%+172
SOHU COM LTD010,010+10,01001320.05%+132
VISTA ENERGY S.A.B. DE C.V.(VIST)12,92712,92705716990.29%+128
BROADCOM INC(AVGO)1,9201,92003314450.18%+114
QUDIAN INC032,715+32,7150920.04%+92
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,8233,82306647550.31%+91
VISA INC(V)1,4961,49604114730.19%+61
WALMART INC(WMT)2,7542,75402222490.10%+26
BANK AMERICA CORP5,5025,50202182420.10%+23
ISHARES TR3,7863,78603633870.16%+23
META PLATFORMS INC(META)1,3821,38207918090.33%+18
MASTERCARD INCORPORATED(MA)45445402242390.10%+15
INTUITIVE SURGICAL INC46246202272410.10%+14
ISHARES TR2,8762,87603613700.15%+9
SPDR SER TR
ST STR CONV ETF
6,5446,54405015100.21%+9
COSTCO WHSL CORP NEW(COST)23823802112180.09%+7
INTUIT(INTU)37837802352380.10%+3
VANECK ETF TRUST
IG FLOA RATE ETF
30,00030,00007647640.31%-1
FIDELITY MERRIMACK STR TR8,0758,07504054030.17%-2
ISHARES TR
US TREAS BD ETF
11,60011,60002722670.11%-5
FUELCELL ENERGY INC(FCEL)18,0000-18,00070-7
ORACLE CORP(ORCL)2,2652,26503863770.15%-9
PROCTER AND GAMBLE CO(PG)1,8281,82803173060.13%-10
HOME DEPOT INC(HD)82582503343210.13%-13
JOHNSON & JOHNSON(JNJ)1,7131,71302782480.10%-30
ISHARES TR8,5158,51509419070.37%-33
ADOBE INC(ADBE)48648602522160.09%-36
AMERICAN CENTY ETF TR8,0008,00005655210.21%-45
ELI LILLY & CO(LLY)40440403583120.13%-46
HUYA INC10,0010-10,001510-51
UNITEDHEALTH GROUP INC(UNH)68768704023480.14%-54
VANGUARD BD INDEX FDS21,58221,58201,6211,5520.64%-69
DBX ETF TR44,10644,10601,2611,1670.48%-94
NOVO-NORDISK A S(NVO)2,9102,91003462500.10%-96
VANGUARD INTL EQUITY INDEX F27,14827,14801,2991,1960.49%-103
ISHARES INC
CORE MSCI EMKT
26,01926,01901,4941,3590.56%-135
MICROSOFT CORP(MSFT)15,83415,83406,8136,6742.73%-139
ISHARES TR31,00031,00001,7831,6270.67%-157
VANGUARD INTL EQUITY INDEX F75,54775,54709,0438,8753.63%-168
PEPSICO INC(PEP)1,2490-1,2492120-212
MERCK & CO INC(MRK)1,8730-1,8732130-213
APPLIED MATLS INC1,1250-1,1252270-227
BROOKFIELD RENEWABLE CORP(BEPC)7,1430-7,1432330-233
VANGUARD WORLD FD
CONSUM STP ETF
49,59349,593010,83510,4834.29%-352
ALIBABA GROUP HLDG LTD(BABA)3,4030-3,4033610-361
GRAYSCALE BITCOIN MINI TR BT66,1070-66,1073720-372
ISHARES TR
CORE MSCI EAFE
62,42562,42504,8724,3871.80%-485
VANGUARD TAX-MANAGED FDS149,017149,01707,8707,1262.92%-744
BANCOLOMBIA S A28,8200-28,8209040-904
SOCIEDAD QUIMICA Y MINERA DE(SQM)33,04212,747-20,2951,3774630.19%-914
PDD HOLDINGS INC(PDD)48,22648,22606,5014,6771.91%-1,824
VANECK ETF TRUST
SEMICONDUCTR ETF
8,4000-8,4002,0620-2,062
AUTOHOME INC(ATHM)175,127103,113-72,0145,7132,6761.10%-3,037
NEW ORIENTAL ED & TECHNOLOGY(EDU)63,6950-63,6954,8310-4,831
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