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Sellaronda Global Management - Q4 2025 13F Filings

SE

Sellaronda Global Management Lp

CIK: 0001975764
Address: New York New York 1330 Avenue Of The Americas 34Th Floor
$115.67 M
Portfolio Value
8
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DASH Doordash
+$10.19 M
2. PCOR Procore Technologies
+$4.73 M
3. CPAY Corpay
+$3.16 M
4. AMZN Amazoncom
+$2.31 M
5. HAS Hasbro
+$2.05 M

Top Sells

Q4 2025
1. CCCS Ccc Intelligent Solutions Holdings
−$20.04 M
2. TKO Tko Group Holdings
−$2.07 M
3. OKTA Okta
−$1.3 M

Asset Allocation

Stocks/ETFs
+2.18%
$115.67 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sellaronda Global Management Q4 2025 Filing Summary

Sellaronda Global Management Lp filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 115.67 M reflecting a +2.18% 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 2 new positions and 1 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 Q4 2025 Filing

Sellaronda Global Management submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sellaronda Global Management reported a managed portfolio value of 115.67 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Sellaronda Global Management bought or sold during Q4 2025, please visit Sellaronda Global Management's Portfolio Analysis page.