Sellaronda Global Management LP 13F Holdings · Q2 2026
Sellaronda Global Management LP reported 10 securities worth $159.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FWONK (23.79%), AMZN (16.17%), CPAY (12.50%). Among its top 25 positions this quarter: 4 new, 1 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | $38.1M | 23.79% | 400,000 | Hold |
| 2 | AMZN | AMAZON COM INC | $25.9M | 16.17% | 108,500 | Added |
| 3 | CPAY | CORPAY INC | $20.0M | 12.50% | 60,000 | Trimmed |
| 4 | VEEV | VEEVA SYS INC | $16.4M | 10.26% | 92,500 | Trimmed |
| 5 | DASH | DOORDASH INC | $15.5M | 9.71% | 84,176 | New |
| 6 | CPNG | COUPANG INC | $14.4M | 8.99% | 827,873 | New |
| 7 | OKTA | OKTA INC | $10.9M | 6.82% | 80,000 | Trimmed |
| 8 | RL | RALPH LAUREN CORP | $10.0M | 6.27% | 25,000 | Trimmed |
| 9 | FWONA | LIBERTY MEDIA CORP DEL | $5.3M | 3.28% | 60,000 | New |
| 10 | ZS | ZSCALER INC | $3.5M | 2.21% | 25,000 | New |
| 11 | HAS | HASBRO INC | $0 | 0.00% | 0 | Exited |
| 12 | SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR