Sellaronda Global Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sellaronda Global Management LP reported 12 stock positions worth $98.4 million. Its top holding was Sportradar Group AG-A (SRAD) at 15.0% of the portfolio, followed by Tko (TKO, 13.0%) and CCC Intelligent Solutions Ho (CCC, 11.9%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001975764
- Portfolio Value
- $98.4M (Q4 2024)
- SEC Filing
- 0001839882-25-008771 ↗ filed Feb 13, 2025
Holdings Value
Holdings 12 stocks · $98.4M
| SRAD Sportradar Group AG-A | 14.97% | 850,000 | $14.7M | — |
| TKO Tko Group Holdings Inc. | 12.99% | 90,000 | $12.8M | — |
| CCC CCC Intelligent Solutions Ho | 11.92% | 1,000,000 | $11.7M | — |
| GRND Grindr Inc. | 10.87% | 600,000 | $10.7M | — |
| LULU Lululemon Athletica Inc. | 10.49% | 27,000 | $10.3M | — |
| OKTA Okta Inc. | 8.81% | 110,000 | $8.7M | — |
| PCOR Procore Technologies Inc. | 6.85% | 90,000 | $6.7M | — |
| GRAB Grab Holdings Ltd. Class A | 6.23% | 1,300,000 | $6.1M | — |
| DASH DoorDash Inc. Class A | 5.96% | 35,000 | $5.9M | — |
| LBRDK Liberty Broadband-C | 5.32% | 70,000 | $5.2M | — |
| APPF Appfolio Inc. Class A | 3.76% | 15,000 | $3.7M | — |
| NBIS Nebius Group NV | 1.83% | 65,000 | $1.8M | — |
Options reported separately and not counted above: CCOI puts ($1.5M).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |