Sellaronda Global Management Lp Top Holdings and 13F Report (2025) About Sellaronda Global Management LpInvestment ActivitySellaronda Global Management Lp has $114.03 million in total holdings as of June 30, 2025.Sellaronda Global Management Lp owns shares of 9 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 29.69% of the portfolio was purchased this quarter.About 23.69% of the portfolio was sold this quarter.This quarter, Sellaronda Global Management Lp has purchased 10 new stocks and bought additional shares in 3 stocks.Sellaronda Global Management Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings AppFolio $19,573,800Hasbro $15,502,200CCC Intelligent Solutions $14,115,000Okta $12,496,250lululemon athletica $11,879,000 Largest New Holdings this Quarter 418056107 - Hasbro $15,502,200 Holding219948106 - CORPAY INC $10,120,510 Holding Largest Purchases this Quarter Hasbro 210,000 shares (about $15.50M)CORPAY INC 30,500 shares (about $10.12M)Okta 40,000 shares (about $4.00M)lululemon athletica 13,000 shares (about $3.09M)AppFolio 5,000 shares (about $1.15M) Largest Sales this Quarter TKO GROUP HOLDINGS INC 25,000 shares (about $4.55M)Sportradar Group 88,766 shares (about $2.49M)Ralph Lauren 7,500 shares (about $2.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSellaronda Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPPFAppFolio$19,573,800$1,151,400 ▲6.3%85,00017.2%Computer and TechnologyHASHasbro$15,502,200$15,502,200 ▲New Holding210,00013.6%Consumer DiscretionaryCCCSCCC Intelligent Solutions$14,115,0000.0%1,500,00012.4%Computer and TechnologyOKTAOkta$12,496,250$3,998,800 ▲47.1%125,00011.0%Computer and TechnologyLULUlululemon athletica$11,879,000$3,088,540 ▲35.1%50,00010.4%Consumer DiscretionaryTKO GROUP HOLDINGS INC$10,917,000$4,548,750 ▼-29.4%60,0009.6%CL ACORPAY INC$10,120,510$10,120,510 ▲New Holding30,5008.9%COM SHSSRADSportradar Group$9,828,000$2,492,549 ▼-20.2%350,0008.6%Consumer DiscretionaryRLRalph Lauren$9,599,800$2,057,100 ▼-17.6%35,0008.4%Consumer DiscretionaryGRNDGrindr$0$10,740,000 ▼-100.0%00.0%Computer and TechnologyLBRDKLiberty Broadband$0$5,953,500 ▼-100.0%00.0%Consumer DiscretionaryCCOICogent Communications$0$1,226,200 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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