Sellaronda Global Management LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Sellaronda Global Management LP reported 9 stock positions worth $114.0 million . Its top holding was Appfolio Class A (APPF) at 17.2% of the portfolio, followed by Hasbro (HAS, 13.6% ) and CCC Intelligent Solutions Ho (CCC, 12.4% ). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 3 and reduced 3. The biggest buy was a new position in Hasbro (HAS) and the biggest sale an exit from Grindr (GRND).
Location New York, NY
CIK 0001975764
Portfolio Value $114.0M (Q2 2025) Holdings 9 stocks · $114.0M 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 Q1 2025 APPF Appfolio Inc. Class A 85,000 $19.6M Add +6.3% HAS Hasbro Inc. 210,000 $15.5M New CCC CCC Intelligent Solutions Ho 1,500,000 $14.1M No change OKTA Okta Inc. 125,000 $12.5M Add +47.1% LULU Lululemon Athletica Inc. 50,000 $11.9M Add +35.1% TKO Tko Group Holdings Inc. 60,000 $10.9M Reduce -29.4% CPAY Corpay Inc. 30,500 $10.1M New SRAD Sportradar Group AG-A 350,000 $9.8M Reduce -20.2% RL Ralph Lauren Corp. 35,000 $9.6M Reduce -17.6%
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ GRND Grindr Inc. Sold out 0.00% −10.84 LBRDK Liberty Broadband-C Sold out 0.00% −6.01 TKO Tko Group Holdings Inc. Reduce -29.4% 9.57% −3.53 RL Ralph Lauren Corp. Reduce -17.6% 8.42% −1.05 SRAD Sportradar Group AG-A Reduce -20.2% 8.62% −0.95
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ HAS Hasbro Inc. New 13.59% +13.59 CPAY Corpay Inc. New 8.88% +8.88 OKTA Okta Inc. Add +47.1% 10.96% +1.93 LULU Lululemon Athletica Inc. Add +35.1% 10.42% −0.15 APPF Appfolio Inc. Class A Add +6.3% 17.17% −0.59
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ CCOI Cogent Communications Holdin put Sold out 20,000 $1.2Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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