Sellaronda Global Management LP
13F Reported Value
ⓘ$160.0M
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sellaronda Global Management LP disclosed 10 positions worth $160.0M in its Form 13F-HR for Q2 2026, led by $FWONA (Liberty Media Corp) at 23.8% of the equity portfolio, followed by $AMZN and $CPAY. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $DASH and a full exit from $HAS. The portfolio is most concentrated in Consumer Discretionary (31.4% 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 — Q2 2026
Click any card to unlockTop Holdings
- 63.2#647
Quality
$38.1M400,000 sh - 68.7#301
Quality
$25.9M108,500 sh - 70.8#209
Quality
$20.0M60,000 sh - 77.6
Quality
$16.4M92,500 sh - 71.0
Quality
$15.5M84,176 sh - 50.6
Quality
$14.4M827,873 sh - 64.7
Quality
$10.9M80,000 sh - 66.3
Quality
$10.0M25,000 sh - 63.2
Quality
$5.3M60,000 sh - 63.7
Quality
$3.5M25,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Liberty Media Corp$FWONA | 63.2#647 | $38.1M | 400,000 |
 AMAZON COM INC$AMZN | 68.7#301 | $25.9M | 108,500 |
 CORPAY, INC.$CPAY | 70.8#209 | $20.0M | 60,000 |
 VEEVA SYSTEMS INC$VEEV | 77.6 | $16.4M | 92,500 |
 DoorDash, Inc.$DASH | 71.0 | $15.5M | 84,176 |
 Coupang, Inc.$CPNG | 50.6 | $14.4M | 827,873 |
 Okta, Inc.$OKTA | 64.7 | $10.9M | 80,000 |
 RALPH LAUREN CORP$RL | 66.3 | $10.0M | 25,000 |
| Liberty Media Corp$FWONA | 63.2 | $5.3M | 60,000 |
 Zscaler, Inc.$ZS | 63.7 | $3.5M | 25,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sellaronda Global Management LP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Consumer Discretionary
$50.3M
Communication Services
$43.3M
Industrials
$35.5M
Technology
$30.9M
Full Holdings — Sellaronda Global Management LP (Q2 2026)
All 10 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 | $38.1M | 23.8% | +0% | 63.2 |
| 2 | $AMZN | AMAZON COM INC | $25.9M | 16.2% | +28% | 68.7 |
| 3 | $CPAY | CORPAY, INC. | $20.0M | 12.5% | -20% | 70.8 |
| 4 | $VEEV | VEEVA SYSTEMS INC | $16.4M | 10.3% | -16% | 77.6 |
| 5 | $DASH | DoorDash, Inc. | $15.5M | 9.7% | NEW | 71 |
| 6 | $CPNG | Coupang, Inc. | $14.4M | 9.0% | NEW | 50.6 |
| 7 | $OKTA | Okta, Inc. | $10.9M | 6.8% | -53% | 64.7 |
| 8 | $RL | RALPH LAUREN CORP | $10.0M | 6.3% | -47% | 66.3 |
| 9 | $FWONA | Liberty Media Corp | $5.3M | 3.3% | NEW | 63.2 |
| 10 | $ZS | Zscaler, Inc. | $3.5M | 2.2% | NEW | 63.7 |
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