We are live on ! Find out more
SC

Seldon Capital Portfolio holdings

AUM $272M
1-Year Est. Return 90.68%
This Fund
S&P 500
This Quarter Est. Return
+46.54%
1 Year Est. Return
+90.68%
3 Year Est. Return
+448.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$244M
AUM Growth
+$66.9M
Cap. Flow
+$19.4M
Cap. Flow %
7.94%
Top 10 Hldgs %
64%
Holding
77
New
12
Increased
1
Reduced
4
Closed
10

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$8.54M
2
PAM icon
Pampa Energía
PAM
+$5.33M
3
EQT icon
EQT Corp
EQT
+$4.77M
4
QFIN icon
Qfin Holdings
QFIN
+$4.18M
5
TGS icon
Transportadora de Gas del Sur
TGS
+$3.25M

Top Sells

Rank Stock Value
1
EDU icon
New Oriental
EDU
+$4.83M
2
ATHM icon
Autohome
ATHM
+$2.07M
3
CIB icon
Grupo Cibest SA
CIB
+$904K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$794K
5
TASK icon
TaskUs
TASK
+$432K

Sector Composition

Rank Sector Weight
1 Communication Services 22.14%
2 Technology 20.35%
3 Industrials 6.84%
4 Utilities 6.77%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
76
PepsiCo
PEP
$187B
– –
-1,249
Closed -$212K
SMH icon
77
PUT
VanEck Semiconductor ETF
SMH
$67.5B
– –
-8,400
Closed -$2.06M
1 2 3
4

Similar funds

SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $272M AUM 30.95% 1-Year Est. Return
FG
Franchise GP Grand Cayman $272M AUM
SIM
Sims Investment Management Cincinnati, Ohio $272M AUM 16.2% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $272M AUM 24.71% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $272M AUM 18.15% 1-Year Est. Return
AGP
Autumn Glory Partners Dallas, Texas $272M AUM 20.37% 1-Year Est. Return

Seldon Capital's Q4 2024 Portfolio in Review

As of Q4 2024, Seldon Capital held 77 positions worth $244M, up 38% from $177M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Seldon Capital deployed $19.4M of net new capital in Q4 2024, opening 12 new positions and adding to 1 existing holding. Its largest new stake was lululemon athletica: 26,154 shares worth $10M.

By sector, the portfolio is most concentrated in Communication Services at 22% of assets, up from 16% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Autohome, an estimated $2.07M trimmed.

  • Seldon Capital's largest Q4 2024 buy was lululemon athletica: 26,154 shares worth $10M.
  • Seldon Capital added most to Nu Holdings in Q4 2024, an estimated $281K increase.
  • Seldon Capital's biggest Q4 2024 reduction was Autohome, cutting an estimated $2.07M.
  • Seldon Capital fully exited New Oriental in Q4 2024, selling an estimated $4.83M.
  • Seldon Capital's ten largest holdings make up 64% of its $244M portfolio in Q4 2024.
  • Seldon Capital opened 12 new positions and closed 10 in Q4 2024.
  • Seldon Capital's portfolio value rose 38% quarter-over-quarter to $244M.

Based on Seldon Capital's 13F filing for Q4 2024, filed 13 Feb 2025.