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Sellaronda Global Management Lp 13F Filings, Portfolio & Analysis

CIK: 0001975764
New York 1330 Avenue Of The Americas 34Th Floor
Zip Code: 10019
Latest Portfolio Value
$159.97 M
+4.90%
Total Holdings
10
2
Latest Report Date
Q2 2026
Top 10 Concentration
100.00%

Sellaronda Global Management Lp — Portfolio Overview & Company Profile

Sellaronda Global Management Lp (CIK: 0001975764) is a financial institution headquartered at 1330 Avenue Of The Americas, 34Th Floor, New York, New York 10019. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $159.97 M, comprising 10 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 100.0%. Quarterly turnover: 28.4%. ▲ 4 new, +1 added, −4 reduced, ×2 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026
−$17.78 M
−$12.28 M
−$5 M

Asset Allocation

Stocks/ETFs
+4.90%
$159.97 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
400,000 $38.06 M 23.79%
108,500 $25.86 M 16.17% ▲ 23,500 Add 27.7%
60,000 $20 M 12.50% ▼ 15,000 Reduce -20.0%
92,500 $16.42 M 10.26% ▼ 17,500 Reduce -15.9%
84,176 $15.53 M 9.71% ▲ 84,176 New Buy
827,873 $14.38 M 8.99% ▲ 827,873 New Buy
80,000 $10.92 M 6.82% ▼ 90,000 Reduce -52.9%
25,000 $10.04 M 6.27% ▼ 22,500 Reduce -47.4%
60,000 $5.25 M 3.28% ▲ 60,000 New Buy
25,000 $3.53 M 2.21% ▲ 25,000 New Buy

Historical Portfolio Charts