Q1 2026 · 13F-HR
Sellaronda Global Management LPholdings as filed
Filed 2026-05-14 · accession 0001999371-26-010673
$152.5M
Reported value
8
Positions
2026-03-31
Period end
The Brief · Sellaronda Global Management LP · Q1 2026
AI · grounded in 13F
Sellaronda Global Management LP initiated a new position in FWONK worth $34.01M. The fund also established new stakes in VEEV for $19.32M and RL for $16.34M. These additions coincided with the complete exit of positions in PCOR and TKO, representing reductions of $20.73M and $18.83M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $34.0M | 22.3% | 400,000 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $21.8M | 14.3% | 75,000 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $19.3M | 12.7% | 110,000 | Common | SOLE |
| 418056107 | HAS | HASBRO INC | $17.8M | 11.7% | 190,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $17.7M | 11.6% | 85,000 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $16.3M | 10.7% | 47,500 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $13.4M | 8.77% | 170,000 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $12.1M | 7.96% | 725,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.