Sellaronda Global Management as of June 30, 2025
Portfolio Holdings for Sellaronda Global Management
Sellaronda Global Management holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 17.2 | $20M | 85k | 230.28 | |
| Hasbro (HAS) | 13.6 | $16M | 210k | 73.82 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 12.4 | $14M | 1.5M | 9.41 | |
| Okta Cl A (OKTA) | 11.0 | $13M | 125k | 99.97 | |
| Lululemon Athletica (LULU) | 10.4 | $12M | 50k | 237.58 | |
| Tko Group Holdings Cl A (TKO) | 9.6 | $11M | 60k | 181.95 | |
| Corpay Com Shs (CPAY) | 8.9 | $10M | 31k | 331.82 | |
| Sportradar Group Class A Ord Shs (SRAD) | 8.6 | $9.8M | 350k | 28.08 | |
| Ralph Lauren Corp Cl A (RL) | 8.4 | $9.6M | 35k | 274.28 |
