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Sellaronda Global Management LP

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13F filer, CIK 1975764, New York, NY

Sellaronda Global Management LP reported $114,031,560 across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-011189

Period
2025-06-30
Reported value
$114M
Holdings
9
Top 10 weight
100%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HASnew+210,000$15.5M
CPAYnew+30,500$10.1M
OKTAadded+40,000$4M
LULUadded+13,000$3.09M
APPFadded+5,000$1.15M

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
GRNDexited-600,000-$10.7M
LBRDKexited-70,000-$5.95M
TKOreduced-25,000-$4.55M
SRADreduced-88,766-$2.49M
RLreduced-7,500-$2.06M

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 2025

Share positions as resolved from 13F-HR 0001999371-25-011189, largest first. % of portfolio is the value over $114,031,560, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 80,000 shares; 2025Q2: 85,000 shares 85,000$19.6M17.17%+5,000Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,000 shares 210,000$15.5M13.59%newTimeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000,000 shares; 2025Q1: 1,500,000 shares; 2025Q2: 1,500,000 shares 1,500,000$14.1M12.38%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,000 shares; 2025Q1: 85,000 shares; 2025Q2: 125,000 shares 125,000$12.5M10.96%+40,000Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,000 shares; 2025Q1: 37,000 shares; 2025Q2: 50,000 shares 50,000$11.9M10.42%+13,000Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,000 shares; 2025Q1: 85,000 shares; 2025Q2: 60,000 shares 60,000$10.9M9.57%-25,000Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,500 shares 30,500$10.1M8.88%newTimeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850,000 shares; 2025Q1: 438,766 shares; 2025Q2: 350,000 shares 350,000$9.83M8.62%-88,766Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,500 shares; 2025Q2: 35,000 shares 35,000$9.6M8.42%-7,500Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
GRNDGRINDR INC600,000$10.7Mshares
LBRDKLIBERTY BROADBAND CORP70,000$5.95Mshares
CCOICOGENT COMM HOLDINGS INC20,000$1.23Mput

How Q2 2025 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 0001999371-25-011189 base2025-08-13acceptance time not in the bulk data set