$173 Million is the total value of SELDON CAPITAL LP's 288 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OLLI | New | OLLIES BARGAIN OUTLET HLDGS | $4,460,000 | – | 75,911 | +100.0% | 2.58% | – |
| CD | New | CHINDATA GROUP HLDGS LTDads | $4,120,000 | – | 530,975 | +100.0% | 2.38% | – |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $2,790,000 | – | 70,946 | +100.0% | 1.61% | – |
| New | SIGMA LITHIUM CORPORATION | $542,000 | – | 35,200 | +100.0% | 0.31% | – | |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $535,000 | – | 20,000 | +100.0% | 0.31% | – |
| LOGI | New | LOGITECH INTL S A | $359,000 | – | 6,900 | +100.0% | 0.21% | – |
| GOVT | New | ISHARES TRus treas bd etf | $277,000 | – | 11,600 | +100.0% | 0.16% | – |
| CAN | New | CANAAN INCsponsored ads | $4,000 | – | 1,300 | +100.0% | 0.00% | – |
| New | EMBECTA CORP | $0 | – | 16 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.1% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 9.0% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 6.6% |
| BANCOLOMBIA S A | 8 | Q3 2023 | 6.3% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| APPLE INC | 8 | Q3 2023 | 4.2% |
| AMTECH SYS INC | 8 | Q3 2023 | 3.6% |
| ISHARES TR | 8 | Q3 2023 | 8.0% |
| LIVENT CORP | 8 | Q3 2023 | 3.8% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.3% |
View SELDON CAPITAL LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR/A | 2023-06-05 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View SELDON CAPITAL LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.