Sellaronda Global Management Lp Top Holdings and 13F Report (2025) About Sellaronda Global Management LpInvestment ActivitySellaronda Global Management Lp has $100.33 million in total holdings as of March 31, 2025.Sellaronda Global Management Lp owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 30.92% of the portfolio was purchased this quarter.About 32.73% of the portfolio was sold this quarter.This quarter, Sellaronda Global Management Lp has purchased 13 new stocks and bought additional shares in 3 stocks.Sellaronda Global Management Lp sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings AppFolio $17,592,000CCC Intelligent Solutions $13,545,000TKO GROUP HOLDINGS INC $12,988,850Grindr $10,740,000Lululemon Athletica $10,473,220 Largest New Holdings this Quarter 751212101 - Ralph Lauren $9,381,450 Holding Largest Purchases this Quarter AppFolio 65,000 shares (about $14.29M)Ralph Lauren 42,500 shares (about $9.38M)CCC Intelligent Solutions 500,000 shares (about $4.52M)Lululemon Athletica 10,000 shares (about $2.83M) Largest Sales this Quarter Sportradar Group 411,234 shares (about $8.89M)Okta 25,000 shares (about $2.63M)TKO GROUP HOLDINGS INC 5,000 shares (about $764.05K) 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$17,592,000$14,293,500 ▲433.3%80,00017.5%Computer and TechnologyCCCSCCC Intelligent Solutions$13,545,000$4,515,000 ▲50.0%1,500,00013.5%Computer and TechnologyTKO GROUP HOLDINGS INC$12,988,850$764,050 ▼-5.6%85,00012.9%CL AGRNDGrindr$10,740,0000.0%600,00010.7%Computer and TechnologyLULULululemon Athletica$10,473,220$2,830,600 ▲37.0%37,00010.4%Consumer DiscretionarySRADSportradar Group$9,486,121$8,890,879 ▼-48.4%438,7669.5%Consumer DiscretionaryRLRalph Lauren$9,381,450$9,381,450 ▲New Holding42,5009.4%Consumer DiscretionaryOKTAOkta$8,943,700$2,630,500 ▼-22.7%85,0008.9%Computer and TechnologyLBRDKLiberty Broadband$5,953,5000.0%70,0005.9%Consumer DiscretionaryCCOICogent Communications$1,226,2000.0%20,0001.2%Computer and TechnologyPCORProcore Technologies$0$6,743,700 ▼-100.0%00.0%Computer and TechnologyGRABGrab$0$6,136,000 ▼-100.0%00.0%Computer and TechnologyDOORDASH INC$0$5,871,250 ▼-100.0%00.0%CL AYNDXYandex$0$1,800,500 ▼-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.
