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Sellaronda Global Management - Q1 2026 13F Filings

SE

Sellaronda Global Management Lp

CIK: 0001975764
Address: New York New York 1330 Avenue Of The Americas 34Th Floor
$152.5 M
Portfolio Value
8
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FWONK Formula One Group
+$34.01 M
2. VEEV Veeva Systems
+$19.32 M
3. RL Ralph Lauren Corporation
+$16.34 M
4. SRAD Sportradar Group
+$12.14 M
5. AMZN Amazoncom
+$4.17 M

Top Sells

Q1 2026
1. PCOR Procore Technologies
−$20.73 M
2. TKO Tko Group Holdings
−$18.83 M
3. DASH Doordash
−$10.19 M
4. ACVA Acv Auctions
−$1.6 M
5. OKTA Okta
−$1.18 M

Asset Allocation

Stocks/ETFs
+31.84%
$152.5 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sellaronda Global Management Q1 2026 Filing Summary

Sellaronda Global Management Lp filed its 13F report for Q1 2026 on May 14, 2026. The portfolio totaled 152.5 M reflecting a +31.84% change from the prior quarter, spanning 8 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sellaronda Global Management’s Q1 2026 Filing

Sellaronda Global Management submitted their Form 13F-HR for the Q1 2026 period on 05/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sellaronda Global Management reported a managed portfolio value of 152.5 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Sellaronda Global Management bought or sold during Q1 2026, please visit Sellaronda Global Management's Portfolio Analysis page.