Sellaronda Global Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Sellaronda Global Management LP reported 7 stock positions worth $113.2 million. Its top holding was Tko (TKO) at 17.8% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 17.7%) and Okta (OKTA, 16.2%). Compared with Q2 2025, it opened 2 new positions, sold out of 4, added to 4 and reduced 1. The biggest buy was a new position in Procore Technologies (PCOR) and the biggest sale an exit from Appfolio Class A (APPF).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001975764
- Portfolio Value
- $113.2M (Q3 2025)
- SEC Filing
- 0001999371-25-017578 ↗ filed Nov 13, 2025
Holdings Value
Holdings 7 stocks · $113.2M
| TKO Tko Group Holdings Inc. | 17.84% | 100,000 | $20.2M | Add +66.7% |
| CCC CCC Intelligent Solutions Ho | 17.71% | 2,200,000 | $20.0M | Add +46.7% |
| OKTA Okta Inc. | 16.20% | 200,000 | $18.3M | Add +60.0% |
| PCOR Procore Technologies Inc. | 14.17% | 220,000 | $16.0M | New |
| CPAY Corpay Inc. | 13.36% | 52,500 | $15.1M | Add +72.1% |
| AMZN Amazon.com Inc. | 10.67% | 55,000 | $12.1M | New |
| HAS Hasbro Inc. | 10.05% | 150,000 | $11.4M | Reduce -28.6% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |