Sellaronda Global Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Sellaronda Global Management LP reported 10 stock positions worth $160.0 million. Its top holding was Liberty Media Class C (FWONK) at 23.8% of the portfolio, followed by Amazon.com (AMZN, 16.2%) and Corpay (CPAY, 12.5%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 1 and reduced 4. The biggest buy was a new position in DoorDash Class A (DASH) and the biggest sale an exit from Hasbro (HAS).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001975764
- Portfolio Value
- $160.0M (Q2 2026)
- SEC Filing
- 0001999371-26-017751 ↗ filed Aug 13, 2026
Holdings Value
Holdings 10 stocks · $160.0M
| FWONK Liberty Media Corp. Class C | 23.79% | 400,000 | $38.1M | No change |
| AMZN Amazon.com Inc. | 16.17% | 108,500 | $25.9M | Add +27.6% |
| CPAY Corpay Inc. | 12.50% | 60,000 | $20.0M | Reduce -20.0% |
| VEEV Veeva Systems Inc. Class A | 10.26% | 92,500 | $16.4M | Reduce -15.9% |
| DASH DoorDash Inc. Class A | 9.71% | 84,176 | $15.5M | New |
| CPNG Coupang Inc. | 8.99% | 827,873 | $14.4M | New |
| OKTA Okta Inc. | 6.82% | 80,000 | $10.9M | Reduce -52.9% |
| RL Ralph Lauren Corp. | 6.27% | 25,000 | $10.0M | Reduce -47.4% |
| FWONA Liberty Media Corp. Class A | 3.28% | 60,000 | $5.3M | New |
| ZS Zscaler Inc. | 2.21% | 25,000 | $3.5M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $160.0M | FWONK, AMZN, CPAY, VEEV, DASH |
| Q1 2026 | 8 | $152.5M | FWONK, CPAY, VEEV, HAS, AMZN |
| Q4 2025 | 8 | $115.7M | PCOR, CPAY, TKO, OKTA, AMZN |
| Q3 2025 | 7 | $113.2M | TKO, CCC, OKTA, PCOR, CPAY |
| Q2 2025 | 9 | $114.0M | APPF, HAS, CCC, OKTA, LULU |
| Q1 2025 | 9 | $99.1M | APPF, CCC, TKO, GRND, LULU |
| Q4 2024 | 12 | $98.4M | SRAD, TKO, CCC, GRND, LULU |