Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sellaronda Global Management LP (CIK 1975764) reported $152.5M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FWONK ($34.0M, 22.30%), CPAY ($21.8M, 14.31%), VEEV ($19.3M, 12.67%), HAS ($17.8M, 11.66%), AMZN ($17.7M, 11.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | $34.0M | 22.30% | 400,000 | New |
| 2 | CPAY | CORPAY INC | $21.8M | 14.31% | 75,000 | Added |
| 3 | VEEV | VEEVA SYS INC | $19.3M | 12.67% | 110,000 | New |
| 4 | HAS | HASBRO INC | $17.8M | 11.66% | 190,000 | Added |
| 5 | AMZN | AMAZON COM INC | $17.7M | 11.61% | 85,000 | Added |
| 6 | RL | RALPH LAUREN CORP | $16.3M | 10.71% | 47,500 | New |
| 7 | OKTA | OKTA INC | $13.4M | 8.77% | 170,000 | Trimmed |
| 8 | SRAD | SPORTRADAR GROUP AG | $12.1M | 7.96% | 725,000 | New |
| 9 | ACVA | ACV AUCTIONS INC | $0 | 0.00% | 0 | Exited |
| 10 | DASH | DOORDASH INC | $0 | 0.00% | 0 | Exited |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 12 | TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31