Go Pro

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

About Sellaronda Global Management Lp

Investment Activity

  • Sellaronda Global Management Lp has $159.97 million in total holdings as of June 30, 2026.
  • Sellaronda Global Management Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 27.69% of the portfolio was purchased this quarter.
  • About 37.09% of the portfolio was sold this quarter.
  • This quarter, Sellaronda Global Management Lp has purchased 8 new stocks and bought additional shares in 1 stock.
  • Sellaronda Global Management Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Amazon.com
$25,859,890
CORPAY INC
$19,996,200
Veeva Systems
$16,415,975
DOORDASH INC
$15,532,997

Largest New Holdings this Quarter

25809K105 - DOORDASH INC
$15,532,997 Holding
22266T109 - Coupang
$14,380,154 Holding
98980G102 - Zscaler
$3,528,750 Holding

Largest Purchases this Quarter

DOORDASH INC
84,176 shares (about $15.53M)
Coupang
827,873 shares (about $14.38M)
Amazon.com
23,500 shares (about $5.60M)
Zscaler
25,000 shares (about $3.53M)

Largest Sales this Quarter

Okta
90,000 shares (about $12.28M)
Ralph Lauren
22,500 shares (about $9.03M)
CORPAY INC
15,000 shares (about $5.00M)
Veeva Systems
17,500 shares (about $3.11M)

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
$38,056,0000.0%400,00023.8%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,859,890$5,600,990 â–²27.6%108,50016.2%Consumer Discretionary
CORPAY INC
$19,996,200$4,999,050 â–¼-20.0%60,00012.5%COM SHS
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$16,415,975$3,105,725 â–¼-15.9%92,50010.3%Healthcare
DOORDASH INC
$15,532,997$15,532,997 â–²New Holding84,1769.7%CL A
Coupang, Inc. stock logo
CPNG
Coupang
$14,380,154$14,380,154 â–²New Holding827,8739.0%Consumer Discretionary
Okta, Inc. stock logo
OKTA
Okta
$10,916,000$12,280,500 â–¼-52.9%80,0006.8%Technology
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$10,035,250$9,031,725 â–¼-47.4%25,0006.3%Consumer Discretionary
Liberty Media Corporation - Liberty Formula One Series A stock logo
FWONA
Liberty Media Corporation - Liberty Formula One Series A
$5,252,400$5,252,400 â–²New Holding60,0003.3%Communication Services
Zscaler, Inc. stock logo
ZS
Zscaler
$3,528,750$3,528,750 â–²New Holding25,0002.2%Technology
Hasbro, Inc. stock logo
HAS
Hasbro
$0$17,784,000 â–¼-100.0%00.0%Consumer Discretionary
Sportradar Group AG stock logo
SRAD
Sportradar Group
$0$12,136,500 â–¼-100.0%00.0%Consumer Discretionary

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