Skip to content
Disclosery

Sellaronda Global Management LP

Follow

13F filer, CIK 1975764, New York, NY

Sellaronda Global Management LP reported $115,666,240 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-003245

Period
2025-12-31
Reported value
$116M
Holdings
8
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DASHnew+45,000$10.2M
PCORadded+65,000$4.73M
CPAYadded+10,500$3.16M
AMZNadded+10,000$2.31M
HASadded+25,000$2.05M

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
CCCexited-2,200,000-$20M
TKOreduced-9,900-$2.07M
OKTAreduced-15,000-$1.3M

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, Q4 2025

Share positions as resolved from 13F-HR 0001999371-26-003245, largest first. % of portfolio is the value over $115,666,240, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares; 2025Q4: 285,000 shares 285,000$20.7M17.92%+65,000Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,500 shares; 2025Q3: 52,500 shares; 2025Q4: 63,000 shares 63,000$19M16.39%+10,500Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,000 shares; 2025Q1: 85,000 shares; 2025Q2: 60,000 shares; 2025Q3: 100,000 shares; 2025Q4: 90,100 shares 90,100$18.8M16.28%-9,900Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,000 shares; 2025Q1: 85,000 shares; 2025Q2: 125,000 shares; 2025Q3: 200,000 shares; 2025Q4: 185,000 shares 185,000$16M13.83%-15,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares; 2025Q4: 65,000 shares 65,000$15M12.97%+10,000Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,000 shares; 2025Q3: 150,000 shares; 2025Q4: 175,000 shares 175,000$14.3M12.41%+25,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000$10.2M8.81%newTimeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000$1.6M1.39%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CCCCCC INTELLIGENT SOLUTIONS HL2,200,000$20Mshares

How Q4 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 0001999371-26-003245 base2026-02-13acceptance time not in the bulk data set