Sellaronda Global Management

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

  • Top 5 stock holdings are FWONK, CPAY, VEEV, HAS, AMZN, and represent 72.55% of Sellaronda Global Management's stock portfolio.
  • Added to shares of these 7 stocks: FWONK (+$34M), VEEV (+$19M), RL (+$16M), SRAD (+$12M), AMZN, CPAY, HAS.
  • Started 4 new stock positions in VEEV, FWONK, SRAD, RL.
  • Reduced shares in these 5 stocks: PCOR (-$21M), TKO (-$19M), DASH (-$10M), ACVA, OKTA.
  • Sold out of its positions in ACVA, DASH, PCOR, TKO.
  • Sellaronda Global Management was a net buyer of stock by $38M.
  • Sellaronda Global Management has $153M in assets under management (AUM), dropping by 31.84%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Media Corp Del Com Lbty One S C (FWONK) 22.3 $34M NEW 400k 85.02
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Corpay Com Shs (CPAY) 14.3 $22M +19% 75k 290.99
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Veeva Sys Cl A Com (VEEV) 12.7 $19M NEW 110k 175.66
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Hasbro (HAS) 11.7 $18M +8% 190k 93.60
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Amazon (AMZN) 11.6 $18M +30% 85k 208.27
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Ralph Lauren Corp Cl A (RL) 10.7 $16M NEW 48k 343.99
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Okta Cl A (OKTA) 8.8 $13M -8% 170k 78.71
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Sportradar Group Class A Ord Shs (SRAD) 8.0 $12M NEW 725k 16.74
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Past Filings by Sellaronda Global Management

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