Skip to content
Disclosery

Sellaronda Global Management LP

Follow

13F filer, CIK 1975764, New York, NY

Sellaronda Global Management LP reported $159,973,616 across 10 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-017751

Period
2026-06-30
Reported value
$160M
Holdings
10
Top 10 weight
100%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DASHnew+84,176$15.5M
CPNGnew+827,873$14.4M
AMZNadded+23,500$5.6M
FWONAnew+60,000$5.25M
ZSnew+25,000$3.53M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HASexited-190,000-$17.8M
OKTAreduced-90,000-$12.3M
SRADexited-725,000-$12.1M
RLreduced-22,500-$9.03M
CPAYreduced-15,000-$5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001999371-26-017751, largest first. % of portfolio is the value over $159,973,616, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$38.1M23.79%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares; 2025Q4: 65,000 shares; 2026Q1: 85,000 shares; 2026Q2: 108,500 shares 108,500$25.9M16.17%+23,500Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,500 shares; 2025Q3: 52,500 shares; 2025Q4: 63,000 shares; 2026Q1: 75,000 shares; 2026Q2: 60,000 shares 60,000$20M12.5%-15,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,000 shares; 2026Q2: 92,500 shares 92,500$16.4M10.26%-17,500Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: not reported; 2026Q2: 84,176 shares 84,176$15.5M9.71%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 827,873 shares 827,873$14.4M8.99%newTimeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,000 shares; 2025Q1: 85,000 shares; 2025Q2: 125,000 shares; 2025Q3: 200,000 shares; 2025Q4: 185,000 shares; 2026Q1: 170,000 shares; 2026Q2: 80,000 shares 80,000$10.9M6.82%-90,000Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,500 shares; 2025Q2: 35,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,500 shares; 2026Q2: 25,000 shares 25,000$10M6.27%-22,500Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,000 shares 60,000$5.25M3.28%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$3.53M2.21%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HASHASBRO INC190,000$17.8Mshares
SRADSPORTRADAR GROUP AG725,000$12.1Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-26-017751 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001999371-26-017751 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001999371-26-010673 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001999371-26-003245 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001999371-25-017578 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001999371-25-011189 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001999371-25-006025 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001839882-25-008771 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set