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§ 13F · FUND PROFILE

Sellaronda Global Management LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $114.0T (13F)Positions · 9Turnover · · Q4Filed · Feb 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$115.7T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1PCORPROCORE TECHNOLOGIES INC285K$20.7T17.9%NEW
2CPAYCORPAY INC63K$19.0T16.4%NEW
3TKOTKO GROUP HOLDINGS INC90K$18.8T16.3%NEW
4OKTAOKTA INC185K$16.0T13.8%NEW
5AMZNAMAZON COM INC65K$15.0T13.0%NEW
6HASHASBRO INC175K$14.3T12.4%NEW
7DASHDOORDASH INC45K$10.2T8.8%NEW
8ACVAACV AUCTIONS INC200K$1.6T1.4%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE SELLARONDA SIGNAL

AC read

Sellaronda Global Management LP is a Other fund managing $114031.6 trillion in assets. The fund runs a focused portfolio of just 9 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Sellaronda Global Management LP 13F Holdings & Portfolio Analysis | Acid Capitalist