SELDON CAPITAL LP Portfolio Holdings
Q3 2025•70 long positions•$284.5M portfolio value
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Holding78 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $30.1M 10.59% | — | 0.155% 70.9K shares | — | — | $19.4B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $29.4M 10.32% | — | — 213.1K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Hardware, Equipment & Parts Technology | $27.6M 9.69% | — | 0.097% 111.9K shares | — | — | $28.3B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.8M 6.24% | — | — 54.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.1M 3.92% | +$253.8K Bought | — 338.2K shares | 330.5K → 338.2K +$253.8K | +2.33% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $10.7M 3.75% | -$4.5M Sold | 0.014% 666.7K shares | 946.7K → 666.7K −$4.5M | -29.58% | $77.4B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.2M 3.57% | — | — 47.6K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $9.3M 3.27% | +$9.3M Bought | — 216.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.9M 3.14% | — | — 149.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $7.7M 2.7% | — | 0.018% 33.4K shares | — | — | $43.0B Large Cap | Q1 2024 Held for 1y 8m | |
Leisure Consumer Cyclical | $7.6M 2.66% | -$2.0M Sold | 0.039% 217.7K shares | 274.2K → 217.7K −$2.0M | -20.61% | $19.3B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $7.6M 2.66% | +$7.6M New | 0.301% 193.2K shares | 0 → 193.2K +$7.6M | New | $2.5B Mid Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $7.4M 2.6% | +$7.4M Bought | 0.005% 220.7K shares | — | — | $159.60B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $6.5M 2.3% | +$165.2K Bought | — 49.5K shares | 48.2K → 49.5K +$165.2K | +2.59% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $6.3M 2.22% | +$6.3M Bought | 0.037% 157.8K shares | — | — | $16.9B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $6.1M 2.14% | +$6.1M New | 1.12% 1.8M shares | 0 → 1.8M +$6.1M | New | $542.1M Small Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $5.9M 2.09% | — | — 66.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $5.9M 2.08% | — | 0.0% 23.3K shares | — | — | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Exploration & Production Energy | $5.8M 2.03% | -$2.4M Sold | 0.017% 106.0K shares | 149.6K → 106.0K −$2.4M | -29.14% | $34.0B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 1.92% | — | — 62.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $5.1M 1.81% | +$5.1M New | 0.023% 37.4K shares | 0 → 37.4K +$5.1M | New | $21.9B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $4.6M 1.62% | — | — 236.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
Electrical Equipment & Parts Industrials | $3.8M 1.34% | — | 0.007% 25.2K shares | — | — | $57.6B Large Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $3.7M 1.31% | -$1.5M Sold | — 234.6K shares | 330.0K → 234.6K −$1.5M | -28.93% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $3.3M 1.17% | — | 0.0% 17.8K shares | — | — | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $2.7M 0.933% | — | 0.0% 5.1K shares | — | — | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $2.6M 0.902% | — | 0.011% 1.4K shares | — | — | $23.1B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.739% | — | — 31.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.9M 0.66% | — | 0.0% 7.7K shares | — | — | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.7M 0.605% | -$1.8M Sold | — 323.2K shares | 657.7K → 323.2K −$1.8M | -50.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.603% | — | — 26.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.7M 0.588% | +$117.4K Bought | 0.018% 71.3K shares | 66.3K → 71.3K +$117.4K | +7.54% | $9.2B Mid Cap | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $1.6M 0.577% | — | 0.102% 91.9K shares | — | — | $1.6B Small Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 0.564% | — | — 21.6K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.517% | — | — 27.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.511% | — | — 44.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Coal Energy | $1.4M 0.494% | +$1.4M New | 0.044% 53.0K shares | 0 → 53.0K +$1.4M | New | $3.2B Mid Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.411% | — | 0.0% 5.3K shares | — | — | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.1M 0.375% | — | — 3.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.0M 0.357% | — | 0.0% 1.4K shares | — | — | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $947.0K 0.333% | — | — 8.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $735.8K 0.259% | +$735.8K Bought | — 4.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $712.2K 0.25% | — | — 8.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $669.4K 0.235% | — | — 13.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $637.0K 0.224% | — | 0.0% 2.3K shares | — | — | $801.76B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $633.4K 0.223% | — | 0.0% 1.9K shares | — | — | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $510.7K 0.179% | — | 0.0% 1.5K shares | — | — | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $476.8K 0.168% | — | — 3.8K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $418.9K 0.147% | — | — 2.9K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $405.4K 0.142% | — | — 8.1K shares | — | — | — — | Q3 2023 Held for 2y 2m |
