§ 13F · FUND PROFILE
Sellaronda Global Management LP.
AUM · $160M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | 400K | $38M | 23.8% | ±0% |
| 2 | AMZN | AMAZON COM INC | 109K | $26M | 16.2% | +28% |
| 3 | CPAY | CORPAY INC | 60K | $20M | 12.5% | −20% |
| 4 | VEEV | VEEVA SYS INC | 93K | $16M | 10.3% | −16% |
| 5 | DASH | DOORDASH INC | 84K | $16M | 9.7% | NEW |
| 6 | CPNG | COUPANG INC | 828K | $14M | 9.0% | NEW |
| 7 | OKTA | OKTA INC | 80K | $11M | 6.8% | −53% |
| 8 | RL | RALPH LAUREN CORP | 25K | $10M | 6.3% | −47% |
| 9 | FWONA | LIBERTY MEDIA CORP DEL | 60K | $5M | 3.3% | NEW |
| 10 | ZS | ZSCALER INC | 25K | $4M | 2.2% | 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 $160 million in assets. The fund runs a focused portfolio of just 10 positions.
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