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Sellaronda Global Management LP

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13F filer, CIK 1975764, New York, NY

Sellaronda Global Management LP reported $152,498,525 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-010673

Period
2026-03-31
Reported value
$152M
Holdings
8
Top 10 weight
100%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FWONKnew+400,000$34M
VEEVnew+110,000$19.3M
RLnew+47,500$16.3M
SRADnew+725,000$12.1M
AMZNadded+20,000$4.17M

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
PCORexited-285,000-$20.7M
TKOexited-90,100-$18.8M
DASHexited-45,000-$10.2M
ACVAexited-200,000-$1.6M
OKTAreduced-15,000-$1.18M

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, Q1 2026

Share positions as resolved from 13F-HR 0001999371-26-010673, largest first. % of portfolio is the value over $152,498,525, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400,000 shares 400,000$34M22.3%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 75,000$21.8M14.31%+12,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,000 shares 110,000$19.3M12.67%newTimeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,000 shares; 2025Q3: 150,000 shares; 2025Q4: 175,000 shares; 2026Q1: 190,000 shares 190,000$17.8M11.66%+15,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares; 2025Q4: 65,000 shares; 2026Q1: 85,000 shares 85,000$17.7M11.61%+20,000Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,500 shares; 2025Q2: 35,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,500 shares 47,500$16.3M10.71%newTimeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 170,000 shares 170,000$13.4M8.77%-15,000Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850,000 shares; 2025Q1: 438,766 shares; 2025Q2: 350,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725,000 shares 725,000$12.1M7.96%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PCORPROCORE TECHNOLOGIES INC285,000$20.7Mshares
TKOTKO GROUP HOLDINGS INC90,100$18.8Mshares
DASHDOORDASH INC45,000$10.2Mshares
ACVAACV AUCTIONS INC200,000$1.6Mshares

How Q1 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 0001999371-26-010673 base2026-05-14acceptance time not in the bulk data set