Sellaronda Global Management LP
13F Reported Value
ⓘ$152.5M
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sellaronda Global Management LP disclosed 8 positions worth $152.5M in its Form 13F-HR for Q1 2026, led by $FWONA (Liberty Media Corp) at 22.3% of the equity portfolio, followed by $CPAY and $VEEV. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $FWONA and a full exit from $PCOR. The portfolio is most concentrated in Consumer Discretionary (34.0% of disclosed assets). All figures are sourced directly from Sellaronda Global Management LP’s Form 13F-HR filing with the SEC under CIK 1975764.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 51.0#1,420
Quality
$34.0M400,000 sh - 67.1#481
Quality
$21.8M75,000 sh - 77.8#76
Quality
$19.3M110,000 sh - 43.1
Quality
$17.8M190,000 sh - 74.6
Quality
$17.7M85,000 sh - 76.6
Quality
$16.3M47,500 sh - 67.3
Quality
$13.4M170,000 sh - —
Quality
$12.1M725,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Liberty Media Corp$FWONA | 51.0#1,420 | $34.0M | 400,000 |
 CORPAY, INC.$CPAY | 67.1#481 | $21.8M | 75,000 |
 VEEVA SYSTEMS INC$VEEV | 77.8#76 | $19.3M | 110,000 |
 HASBRO, INC.$HAS | 43.1 | $17.8M | 190,000 |
 AMAZON COM INC$AMZN | 74.6 | $17.7M | 85,000 |
 RALPH LAUREN CORP$RL | 76.6 | $16.3M | 47,500 |
 Okta, Inc.$OKTA | 67.3 | $13.4M | 170,000 |
 Sportradar Group AG$SRAD | — | $12.1M | 725,000 |
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32-signal composite ranking on each of Sellaronda Global Management LP's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Consumer Discretionary
$51.8M
Technology
$44.8M
Communication Services
$34.0M
Industrials
$21.8M
Full Holdings — Sellaronda Global Management LP (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FWONA | Liberty Media Corp | $34.0M | 22.3% | NEW | 51 |
| 2 | $CPAY | CORPAY, INC. | $21.8M | 14.3% | +19% | 67.1 |
| 3 | $VEEV | VEEVA SYSTEMS INC | $19.3M | 12.7% | NEW | 77.8 |
| 4 | $HAS | HASBRO, INC. | $17.8M | 11.7% | +9% | 43.1 |
| 5 | $AMZN | AMAZON COM INC | $17.7M | 11.6% | +31% | 74.6 |
| 6 | $RL | RALPH LAUREN CORP | $16.3M | 10.7% | NEW | 76.6 |
| 7 | $OKTA | Okta, Inc. | $13.4M | 8.8% | -8% | 67.3 |
| 8 | $SRAD | Sportradar Group AG | $12.1M | 8.0% | NEW | — |
New Positions (4)
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