Managers / Q1 2026
Sellaronda Global Management LP
CIK 0001975764 · 1330 AVENUE OF THE AMERICAS, 34TH FLOOR, NEW YORK, NY, 10019 · (212) 970-5110
Summary
Sellaronda Global Management LP reported $152M in U.S.-listed holdings across 8 positions for Q1 2026.
The portfolio is heavily concentrated: FWONK alone accounts for 22.3% of reported value.
Compared with Q4 2025, the fund opened 4 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 69.7% · $106M
- Tracking Stk · 22.3% · $34M
- Other · 8.0% · $12M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| FWONKLIBERTY MEDIA CORP DEL | NEW | +400.0K | 400.0K | +$34M | $34M |
| VEEVVEEVA SYS INC | NEW | +110.0K | 110.0K | +$19M | $19M |
| RLRALPH LAUREN CORP | NEW | +47.5K | 47.5K | +$16M | $16M |
| SPORTRADAR GROUP AG | NEW | +725.0K | 725.0K | +$12M | $12M |
| PCORPROCORE TECHNOLOGIES INC | SOLD OUT | −285.0K | 0 | −$21M | $0 |
| TKOTKO GROUP HOLDINGS INC | SOLD OUT | −90.1K | 0 | −$19M | $0 |
| DASHDOORDASH INC | SOLD OUT | −45.0K | 0 | −$10M | $0 |
| ACVAACV AUCTIONS INC | SOLD OUT | −200.0K | 0 | −$2M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | FWONKLIBERTY MEDIA CORP DELhistory → | COM LBTY ONE S C | 22.30% | $34M | 400.0K |
| 2 | CPAYCORPAY INChistory → | COM SHS | 14.31% | $22M | 75.0K |
| 3 | VEEVVEEVA SYS INChistory → | CL A COM | 12.67% | $19M | 110.0K |
| 4 | HASHASBRO INChistory → | COM | 11.66% | $18M | 190.0K |
| 5 | AMZNAMAZON COM INChistory → | COM | 11.61% | $18M | 85.0K |
| 6 | RLRALPH LAUREN CORPhistory → | CL A | 10.71% | $16M | 47.5K |
| 7 | OKTAOKTA INChistory → | CL A | 8.77% | $13M | 170.0K |
| 8 | SPORTRADAR GROUP AG | CLASS A ORD SHS | 7.96% | $12M | 725.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $152M | 8 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $116M | 8 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $113M | 7 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $114M | 9 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $100M | 10 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $100M | 13 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.