Sellaronda Global Management LP reported 10 positions worth $159.97M for the quarter ended Jun 30, 2026, up 4.9% on the prior quarter. It opened 4 new positions, added to 1, trimmed 4 and exited 2. Its largest holding is Liberty Media Corp at 23.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HAS Hasbro, Inc. | -190.0K | -100.0% | $17.78M | Exited |
| OKTA Okta, Inc. | -90.0K | -52.9% | $12.28M | 6.82% |
| SRAD Sportradar Group AG | -725.0K | -100.0% | $12.14M | Exited |
| RL Ralph Lauren Corp | -22.5K | -47.4% | $9.03M | 6.27% |
| CPAY Corpay, Inc. | -15.0K | -20.0% | $5.00M | 12.5% |
| VEEV Veeva Systems Inc | -17.5K | -15.9% | $3.11M | 10.26% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FWONK Liberty Media Corp | Communication Services | 400.0K | $38.06M | 23.79% | 0 | 0.0% | Unchanged | 0.16% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 108.5K | $25.86M | 16.17% | +23.5K | +27.6% | Added | 0% |
| 3 | CPAY Corpay, Inc. | Technology | 60.0K | $20.00M | 12.5% | -15.0K | -20.0% | Reduced | 0.09% |
| 4 | VEEV Veeva Systems Inc | Technology | 92.5K | $16.42M | 10.26% | -17.5K | -15.9% | Reduced | 0.06% |
| 5 | DASH DoorDash, Inc. | Technology | 84.2K | $15.53M | 9.71% | +84.2K | – | New | 0.02% |
| 6 | CPNG Coupang, Inc. | Consumer Discretionary | 827.9K | $14.38M | 8.99% | +827.9K | – | New | 0.05% |
| 7 | OKTA Okta, Inc. | Technology | 80.0K | $10.92M | 6.82% | -90.0K | -52.9% | Reduced | 0.05% |
| 8 | RL Ralph Lauren Corp | Consumer Discretionary | 25.0K | $10.04M | 6.27% | -22.5K | -47.4% | Reduced | 0.04% |
| 9 | FWONA Liberty Media Corp | Communication Services | 60.0K | $5.25M | 3.28% | +60.0K | – | New | 0.02% |
| 10 | ZS Zscaler, Inc. | Technology | 25.0K | $3.53M | 2.21% | +25.0K | – | New | 0.02% |
Tip. Select a row to see that position’s full history at Sellaronda Global Management.
As of its Q2 2026 13F filing, Sellaronda Global Management LP’s five largest positions were Liberty Media Corp (FWONK) at 23.8%, Amazon Com Inc (AMZN) at 16.2%, Corpay, Inc. (CPAY) at 12.5%, Veeva Systems Inc (VEEV) at 10.3%, DoorDash, Inc. (DASH) at 9.7% of the reported portfolio.
Sellaronda Global Management LP reported a 13F portfolio worth $159.97M across 10 positions for Q2 2026. That is up 4.9% from the previous quarter.
Its largest purchases by value were DoorDash, Inc. ($15.53M), Coupang, Inc. ($14.38M), Amazon Com Inc ($5.60M). It opened 4 new positions.
Its largest sales by value were Hasbro, Inc. ($17.78M), Okta, Inc. ($12.28M), Sportradar Group AG ($12.14M). It exited 2 positions entirely.
From the Form 13F-HR reports Sellaronda Global Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.