Sellaronda Global Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Sellaronda Global Management LP reported 8 stock positions worth $152.5 million. Its top holding was Liberty Media Class C (FWONK) at 22.3% of the portfolio, followed by Corpay (CPAY, 14.3%) and Veeva Systems Class A (VEEV, 12.7%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 3 and reduced 1. The biggest buy was a new position in Liberty Media Class C (FWONK) and the biggest sale an exit from Procore Technologies (PCOR).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001975764
- Portfolio Value
- $152.5M (Q1 2026)
- SEC Filing
- 0001999371-26-010673 ↗ filed May 14, 2026
Holdings Value
Holdings 8 stocks · $152.5M
| FWONK Liberty Media Corp. Class C | 22.30% | 400,000 | $34.0M | New |
| CPAY Corpay Inc. | 14.31% | 75,000 | $21.8M | Add +19.1% |
| VEEV Veeva Systems Inc. Class A | 12.67% | 110,000 | $19.3M | New |
| HAS Hasbro Inc. | 11.66% | 190,000 | $17.8M | Add +8.6% |
| AMZN Amazon.com Inc. | 11.61% | 85,000 | $17.7M | Add +30.8% |
| RL Ralph Lauren Corp. | 10.71% | 47,500 | $16.3M | New |
| OKTA Okta Inc. | 8.77% | 170,000 | $13.4M | Reduce -8.1% |
| SRAD Sportradar Group AG-A | 7.96% | 725,000 | $12.1M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| FWONK Liberty Media Corp. Class C | New | 22.30% | +22.30 |
| VEEV Veeva Systems Inc. Class A | New | 12.67% | +12.67 |
| RL Ralph Lauren Corp. | New | 10.71% | +10.71 |
| SRAD Sportradar Group AG-A | New | 7.96% | +7.96 |
| HAS Hasbro Inc. | Add +8.6% | 11.66% | −0.74 |
| AMZN Amazon.com Inc. | Add +30.8% | 11.61% | −1.36 |
| CPAY Corpay Inc. | Add +19.1% | 14.31% | −2.08 |
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 |