Sellaronda Global Management LP: 13F holdings
CIK 19757642026Q2
| Positions | 10 |
|---|
| Reported value | $160.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 10 (+2 vs prior quarter) |
|---|
| Reported value | $160.0m (+4.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FWONK LIBERTY MEDIA CORP DEL | 400,000 | $38.1m | 23.8% |
| AMZN AMAZON COM INC | 108,500 | $25.9m | 16.2% |
| CPAY CORPAY INC | 60,000 | $20.0m | 12.5% |
| VEEV VEEVA SYS INC | 92,500 | $16.4m | 10.3% |
| DASH DOORDASH INC | 84,176 | $15.5m | 9.7% |
| CPNG COUPANG INC | 827,873 | $14.4m | 9.0% |
| OKTA OKTA INC | 80,000 | $10.9m | 6.8% |
| RL RALPH LAUREN CORP | 25,000 | $10.0m | 6.3% |
| FWONA LIBERTY MEDIA CORP DEL | 60,000 | $5.3m | 3.3% |
| ZS ZSCALER INC | 25,000 | $3.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1975764")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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