SELDON CAPITAL LP Diversified Active

CIK: 0001867731 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $116,272 (100.0% shares, 0.0% debt)

Holdings (52)

VTI VANGUARD INDEX FDS 9.9%
Value ($000) $11,491 Shares 54,098 Est. Cost $241.44 Unrealized
VDC VANGUARD WORLD FDS 7.8%
Value ($000) $9,059 Shares 49,593 Est. Cost $199.19 Unrealized
EDU NEW ORIENTAL ED & TECHNOLOGY 7.0%
Value ($000) $8,135 Shares 138,943 Est. Cost $23.97 Unrealized
VRT VERTIV HOLDINGS CO 6.8%
Value ($000) $7,897 Shares 212,276 Est. Cost $23.09 Unrealized +42.4%
MNSO MINISO GROUP HLDG LTD 6.4%
Value ($000) $7,456 Shares 287,883 Est. Cost $10.73 Unrealized
TSLA TESLA INC 6.3%
Value ($000) $7,306 Shares 29,200 Est. Cost Unrealized
VT VANGUARD INTL EQUITY INDEX F 6.1%
Value ($000) $7,039 Shares 75,547 Est. Cost $93.18 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.6%
Value ($000) $6,515 Shares 149,017 Est. Cost $51.06 Unrealized
SGML SIGMA LITHIUM CORPORATION 5.2%
Value ($000) $6,023 Shares 185,679 Est. Cost $20.00 Unrealized +78.9%
MSFT MICROSOFT CORP 4.3%
Value ($000) $5,000 Shares 15,834 Est. Cost $311.53 Unrealized +4.2%
PDD PDD HOLDINGS INC 4.1%
Value ($000) $4,730 Shares 48,226 Est. Cost $81.55 Unrealized
IEFA ISHARES TR 3.5%
Value ($000) $4,017 Shares 62,425 Est. Cost $74.63 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $3,984 Shares 23,268 Est. Cost $154.71 Unrealized +17.2%
FCNCA FIRST CTZNS BANCSHARES INC N 2.1%
Value ($000) $2,454 Shares 1,778 Est. Cost $1086.15 Unrealized +25.4%
BAP CREDICORP LTD 2.0%
Value ($000) $2,369 Shares 18,509 Est. Cost $130.71 Unrealized +2.9%
ASYS AMTECH SYS INC 1.4%
Value ($000) $1,586 Shares 208,112 Est. Cost $11.54 Unrealized -21.2%
EFV ISHARES TR 1.3%
Value ($000) $1,517 Shares 31,000 Est. Cost $50.39 Unrealized
BND VANGUARD BD INDEX FDS 1.3%
Value ($000) $1,506 Shares 21,582 Est. Cost $84.75 Unrealized
ASHR DBX ETF TR 1.2%
Value ($000) $1,407 Shares 54,106 Est. Cost $36.68 Unrealized
FUTU FUTU HLDGS LTD 1.1%
Value ($000) $1,329 Shares 22,986 Est. Cost $57.81 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $1,238 Shares 26,019 Est. Cost $59.84 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $1,064 Shares 27,148 Est. Cost $45.72 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $1,010 Shares 7,720 Est. Cost $111.70 Unrealized +14.9%
BANCOLOMBIA S A 0.8%
Value ($000) $908 Shares 34,048 Est. Cost $31.72 Unrealized
TIP ISHARES TR 0.8%
Value ($000) $883 Shares 8,515 Est. Cost $129.20 Unrealized
ALB ALBEMARLE CORP 0.7%
Value ($000) $850 Shares 5,000 Est. Cost Unrealized
LIVENT CORP 0.7%
Value ($000) $809 Shares 43,935 Est. Cost $26.35 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $776 Shares 1,784 Est. Cost $27.46 Unrealized +63.0%
FLTR VANECK ETF TRUST 0.7%
Value ($000) $759 Shares 30,000 Est. Cost $25.29 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $676 Shares 5,320 Est. Cost $127.43 Unrealized +5.1%
AVDV AMERICAN CENTY ETF TR 0.4%
Value ($000) $463 Shares 8,000 Est. Cost $64.56 Unrealized
CWB SPDR SER TR 0.4%
Value ($000) $444 Shares 6,544 Est. Cost $77.24 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $415 Shares 1,382 Est. Cost $329.69 Unrealized -9.2%
FLDR FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $400 Shares 8,075 Est. Cost $49.54 Unrealized
NKE NIKE INC 0.3%
Value ($000) $382 Shares 4,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $346 Shares 687 Est. Cost $422.19 Unrealized +11.3%
V VISA INC 0.3%
Value ($000) $344 Shares 1,496 Est. Cost $208.13 Unrealized +13.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $332 Shares 3,823 Est. Cost $120.32 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $271 Shares 2,876 Est. Cost $107.09 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $267 Shares 1,713 Est. Cost $145.09 Unrealized +5.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $267 Shares 1,828 Est. Cost $134.13 Unrealized +7.4%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $265 Shares 2,910 Est. Cost $101.48 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $256 Shares 11,600 Est. Cost $23.88 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $249 Shares 825 Est. Cost $343.18 Unrealized -11.7%
ADBE ADOBE INC 0.2%
Value ($000) $248 Shares 486 Est. Cost $402.84 Unrealized +30.2%
IGM ISHARES TR 0.2%
Value ($000) $241 Shares 631 Est. Cost $439.00 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $240 Shares 2,265 Est. Cost $88.90 Unrealized +26.9%
TGT TARGET CORP 0.2%
Value ($000) $221 Shares 2,000 Est. Cost Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $217 Shares 404 Est. Cost $506.78 Unrealized 0.0%
ISHARES TR 0.2%
Value ($000) $215 Shares 8,468 Est. Cost $25.36 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $212 Shares 1,249 Est. Cost $143.45 Unrealized +16.5%
MGNI MAGNITE INC 0.2%
Value ($000) $184 Shares 24,400 Est. Cost $10.78 Unrealized 0.0%