Sellaronda Global Management LP
New York, NY
$160m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 30.2% of the portfolio this quarter.
Value
$160m
Stocks
10
Top 10 share
100.0%
Turnover
30.2%
What changed this quarter
New
Bought for the first time this quarter.
- DoorDashDASH9.7% of the fund
- CoupangCPNG9.0% of the fund
- Liberty MediaFWONA3.3% of the fund
- ZscalerZS2.2% of the fund
Added
Bought more of a stock they already held.
- Amazon.comAMZN16.2% of the fund+28%
Cut
Sold some of their stake.
- CorpayCPAY12.5% of the fund-20%
- Veeva SystemsVEEV10.3% of the fund-16%
- OktaOKTA6.8% of the fund-53%
- Ralph LaurenRL6.3% of the fund-47%
Sold out
Sold their entire stake.
- HasbroHAS-100%
- Sportradar Group AGSRAD-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Liberty MediaFWONK | 23.8% | $38m | 400,000 | Held |
| Amazon.comAMZN | 16.2% | $26m | 108,500 | +28% |
| CorpayCPAY | 12.5% | $20m | 60,000 | -20% |
| Veeva SystemsVEEV | 10.3% | $16m | 92,500 | -16% |
| DoorDashDASH | 9.7% | $16m | 84,176 | New |
| CoupangCPNG | 9.0% | $14m | 827,873 | New |
| OktaOKTA | 6.8% | $11m | 80,000 | -53% |
| Ralph LaurenRL | 6.3% | $10m | 25,000 | -47% |
| Liberty MediaFWONA | 3.3% | $5m | 60,000 | New |
| ZscalerZS | 2.2% | $4m | 25,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 40.3% since 30 June 2025.
Where the money is
Retail & consumer41.1%
Media & telecom27.1%
Financial services12.5%
Health care10.3%
Technology9.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.