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Sellaronda Global Management Lp Top Holdings and 13F Report (2026)

About Sellaronda Global Management Lp

Investment Activity

  • Sellaronda Global Management Lp has $152.50 million in total holdings as of March 31, 2026.
  • Sellaronda Global Management Lp owns shares of 8 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 59.59% of the portfolio was purchased this quarter.
  • About 34.45% of the portfolio was sold this quarter.
  • This quarter, Sellaronda Global Management Lp has purchased 8 new stocks and bought additional shares in 3 stocks.
  • Sellaronda Global Management Lp sold shares of 1 stock and completely divested from 4 stocks this quarter.

Largest Holdings

CORPAY INC
$21,824,250
Veeva Systems
$19,322,600
Hasbro
$17,784,000
Amazon.com
$17,702,950

Largest New Holdings this Quarter

922475108 - Veeva Systems
$19,322,600 Holding
751212101 - Ralph Lauren
$16,339,525 Holding
H8088L103 - Sportradar Group
$12,136,500 Holding

Largest Purchases this Quarter

Veeva Systems
110,000 shares (about $19.32M)
Ralph Lauren
47,500 shares (about $16.34M)
Sportradar Group
725,000 shares (about $12.14M)
Amazon.com
20,000 shares (about $4.17M)

Largest Sales this Quarter

Okta
15,000 shares (about $1.18M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSellaronda Global Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$34,008,000$34,008,000 â–²New Holding400,00022.3%Consumer Discretionary
CORPAY INC
$21,824,250$3,491,880 â–²19.0%75,00014.3%COM SHS
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$19,322,600$19,322,600 â–²New Holding110,00012.7%Medical
Hasbro, Inc. stock logo
HAS
Hasbro
$17,784,000$1,404,000 â–²8.6%190,00011.7%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,702,950$4,165,400 â–²30.8%85,00011.6%Retail/Wholesale
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$16,339,525$16,339,525 â–²New Holding47,50010.7%Consumer Discretionary
Okta, Inc. stock logo
OKTA
Okta
$13,380,700$1,180,650 â–¼-8.1%170,0008.8%Computer and Technology
Sportradar Group AG stock logo
SRAD
Sportradar Group
$12,136,500$12,136,500 â–²New Holding725,0008.0%Consumer Discretionary
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$0$20,730,900 â–¼-100.0%00.0%Computer and Technology
TKO GROUP HOLDINGS INC
$0$18,830,900 â–¼-100.0%00.0%CL A
DOORDASH INC
$0$10,191,600 â–¼-100.0%00.0%CL A
ACV AUCTIONS INC
$0$1,604,000 â–¼-100.0%00.0%COM CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data