Sellaronda Global Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Sellaronda Global Management Lp disclosed 10 stock positions valued at approximately $159.97M as of quarter-end June 30, 2026. The largest holdings include LIBERTY MEDIA CORP DEL, AMAZON COM INC, and CORPAY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $159.97M
Holdings by Sector
Sellaronda Global Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 23.79% | 400,000 | - | - | $38,056,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 16.17% | 108,500 | +23,500 | +27.65% | $25,859,890 |
| CORPAY INC | CPAY | Technology | 12.50% | 60,000 | -15,000 | -20.00% | $19,996,200 |
| VEEVA SYS INC | VEEV | Healthcare | 10.26% | 92,500 | -17,500 | -15.91% | $16,415,975 |
| DOORDASH INC | DASH | Communication Services | 9.71% | 84,176 | +39,176 | +87.06% | $15,532,997 |
| COUPANG INC | CPNG | Consumer Cyclical | 8.99% | 827,873 | +827,873 | +100.00% | $14,380,154 |
| OKTA INC | OKTA | Technology | 6.82% | 80,000 | -90,000 | -52.94% | $10,916,000 |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 6.27% | 25,000 | -22,500 | -47.37% | $10,035,250 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 3.28% | 60,000 | +60,000 | +100.00% | $5,252,400 |
| ZSCALER INC | ZS | Technology | 2.21% | 25,000 | +25,000 | +100.00% | $3,528,750 |
Showing 10 of 10 holdings in the latest reporting period.