Sellaronda Global Management

Latest statistics and disclosures from Sellaronda Global Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PCOR, CPAY, TKO, OKTA, AMZN, and represent 77.40% of Sellaronda Global Management's stock portfolio.
  • Added to shares of these 6 stocks: DASH (+$10M), PCOR, CPAY, AMZN, HAS, ACVA.
  • Started 2 new stock positions in DASH, ACVA.
  • Reduced shares in these 3 stocks: CCC (-$20M), TKO, OKTA.
  • Sold out of its position in CCC.
  • Sellaronda Global Management was a net buyer of stock by $634k.
  • Sellaronda Global Management has $116M in assets under management (AUM), dropping by 2.18%.
  • Central Index Key (CIK): 0001975764

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Portfolio Holdings for Sellaronda Global Management

Sellaronda Global Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procore Technologies (PCOR) 17.9 $21M +29% 285k 72.74
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Corpay Com Shs (CPAY) 16.4 $19M +20% 63k 300.93
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Tko Group Holdings Cl A (TKO) 16.3 $19M -9% 90k 209.00
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Okta Cl A (OKTA) 13.8 $16M -7% 185k 86.47
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Amazon (AMZN) 13.0 $15M +18% 65k 230.82
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Hasbro (HAS) 12.4 $14M +16% 175k 82.00
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Doordash Cl A (DASH) 8.8 $10M NEW 45k 226.48
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Acv Auctions Com Cl A (ACVA) 1.4 $1.6M NEW 200k 8.02
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Past Filings by Sellaronda Global Management

SEC 13F filings are viewable for Sellaronda Global Management going back to 2025