Sellaronda Global Management LP
CIK: 0001975764SEC EDGAR →
Portfolio Value
$115.7M
Holdings
8
As of
Q4 2025
New Positions
2
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PROCORE TECHNOLOGIES INC | 285,000 | $20.7M | 17.92% |
| 2 | CORPAY INC | 63,000 | $19.0M | 16.39% |
| 3 | TKO GROUP HOLDINGS INC | 90,100 | $18.8M | 16.28% |
| 4 | OKTA INC | 185,000 | $16.0M | 13.83% |
| 5 | AMAZON COM INC | 65,000 | $15.0M | 12.97% |
| 6 | HASBRO INC | 175,000 | $14.3M | 12.41% |
| 7 | DOORDASH INC | 45,000 | $10.2M | 8.81% |
| 8 | ACV AUCTIONS INC | 200,000 | $1.6M | 1.39% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $55.7M | 48.1% |
| Consumer Cyclical | 3 | $31.0M | 26.8% |
| Communication Services | 2 | $29.0M | 25.1% |