Sellaronda Global Management
Latest statistics and disclosures from Sellaronda Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FWONK, AMZN, CPAY, VEEV, DASH, and represent 72.43% of Sellaronda Global Management's stock portfolio.
- Added to shares of these 5 stocks: DASH (+$16M), CPNG (+$14M), AMZN (+$5.6M), FWONA (+$5.3M), ZS.
- Started 4 new stock positions in CPNG, FWONA, ZS, DASH.
- Reduced shares in these 6 stocks: HAS (-$18M), OKTA (-$12M), SRAD (-$12M), RL (-$9.0M), CPAY, VEEV.
- Sold out of its positions in HAS, SRAD.
- Sellaronda Global Management was a net seller of stock by $-15M.
- Sellaronda Global Management has $160M in assets under management (AUM), dropping by 4.90%.
- Central Index Key (CIK): 0001975764
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Portfolio Holdings for Sellaronda Global Management
Sellaronda Global Management holds 10 positions in its portfolio as reported in the June 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) | 23.8 | $38M | 400k | 95.14 |
|
|
| Amazon (AMZN) | 16.2 | $26M | +27% | 109k | 238.34 |
|
| Corpay Com Shs (CPAY) | 12.5 | $20M | -20% | 60k | 333.27 |
|
| Veeva Sys Cl A Com (VEEV) | 10.3 | $16M | -15% | 93k | 177.47 |
|
| Doordash Cl A (DASH) | 9.7 | $16M | NEW | 84k | 184.53 |
|
| Coupang Cl A (CPNG) | 9.0 | $14M | NEW | 828k | 17.37 |
|
| Okta Cl A (OKTA) | 6.8 | $11M | -52% | 80k | 136.45 |
|
| Ralph Lauren Corp Cl A (RL) | 6.3 | $10M | -47% | 25k | 401.41 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 3.3 | $5.3M | NEW | 60k | 87.54 |
|
| Zscaler Incorporated (ZS) | 2.2 | $3.5M | NEW | 25k | 141.15 |
|
Past Filings by Sellaronda Global Management
SEC 13F filings are viewable for Sellaronda Global Management going back to 2025
- Sellaronda Global Management 2026 Q2 filed Aug. 13, 2026
- Sellaronda Global Management 2026 Q1 filed May 14, 2026
- Sellaronda Global Management 2025 Q4 filed Feb. 13, 2026
- Sellaronda Global Management 2025 Q3 filed Nov. 13, 2025
- Sellaronda Global Management 2025 Q2 filed Aug. 13, 2025