Sellaronda Global Management LP In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Sellaronda Global Management LP reported 9 stock positions worth $99.1 million . Its top holding was Appfolio Class A (APPF) at 17.8% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 13.7% ) and Tko (TKO, 13.1% ). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 3 and reduced 3. The biggest buy was Appfolio Class A (APPF, shares +433% ) and the biggest sale an exit from Procore Technologies (PCOR).
Location New York, NY
CIK 0001975764
Portfolio Value $99.1M (Q1 2025) Holdings 9 stocks · $99.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 APPF Appfolio Inc. Class A 80,000 $17.6M Add +433.3% CCC CCC Intelligent Solutions Ho 1,500,000 $13.5M Add +50.0% TKO Tko Group Holdings Inc. 85,000 $13.0M Reduce -5.6% GRND Grindr Inc. 600,000 $10.7M No change LULU Lululemon Athletica Inc. 37,000 $10.5M Add +37.0% SRAD Sportradar Group AG-A 438,766 $9.5M Reduce -48.4% RL Ralph Lauren Corp. 42,500 $9.4M New OKTA Okta Inc. 85,000 $8.9M Reduce -22.7% LBRDK Liberty Broadband-C 70,000 $6.0M No change
Options reported separately and not counted above: CCOI puts ($1.2M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ PCOR Procore Technologies Inc. Sold out 0.00% −6.85 GRAB Grab Holdings Ltd. Class A Sold out 0.00% −6.23 DASH DoorDash Inc. Class A Sold out 0.00% −5.96 SRAD Sportradar Group AG-A Reduce -48.4% 9.57% −5.40 NBIS Nebius Group NV Sold out 0.00% −1.83 TKO Tko Group Holdings Inc. Reduce -5.6% 13.11% +0.11 OKTA Okta Inc. Reduce -22.7% 9.02% +0.22
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ APPF Appfolio Inc. Class A Add +433.3% 17.75% +13.99 RL Ralph Lauren Corp. New 9.47% +9.47 CCC CCC Intelligent Solutions Ho Add +50.0% 13.67% +1.75 LULU Lululemon Athletica Inc. Add +37.0% 10.57% +0.08
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