2026 Q2 Portfolio Activity
In 2026 Q2, Sellaronda Global Management LP maintained a portfolio of 12 distinct positions. The most significant new addition was DOORDASH INC, now representing 9.71% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 27.6%. Conversely, Sellaronda Global Management LP completely exited their position in HASBRO INC.
Position History
hover any row below to update
Loading…
Total Positions
12
Quarter
2026 Q2
Top Holding
FWONK (23.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Sellaronda Global Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 23.79% | 22.30% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
400,000 | $38,056,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 16.17% | 11.61% |
#2
3
Prev: #5
|
8.0 |
—
|
23,500 | 27.6% |
P
S
|
108,500 | $25,859,890 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CPAY
CORPAY INC
|
Technology | 12.50% | 14.31% |
#3
1
Prev: #2
|
5.0 |
—
|
-15,000 | -20.0% |
P
S
|
60,000 | $19,996,200 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 10.26% | 12.67% |
#4
1
Prev: #3
|
5.0 |
—
|
-17,500 | -15.9% |
P
S
|
92,500 | $16,415,975 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 9.71% | — |
#5
Prev: #—
|
7.9 |
—
|
84,176 | — |
NEW
|
84,176 | $15,532,997 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 8.99% | — |
#6
Prev: #—
|
7.1 |
—
|
827,873 | — |
NEW
|
827,873 | $14,380,154 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OKTA
OKTA INC
|
Technology | 6.82% | 8.77% |
#7
Prev: #7
|
2.7 |
—
|
-90,000 | -52.9% |
P
S
|
80,000 | $10,916,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RL
RALPH LAUREN CO...
|
Consumer Cyclical | 6.27% | 10.71% |
#8
2
Prev: #6
|
2.5 |
—
|
-22,500 | -47.4% |
P
S
|
25,000 | $10,035,250 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FWONA
LIBERTY MEDIA C...
|
Communication Services | 3.28% | — |
#9
Prev: #—
|
4.8 |
—
|
60,000 | — |
NEW
|
60,000 | $5,252,400 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ZS
ZSCALER INC
|
Technology | 2.21% | — |
#10
Prev: #—
|
4.4 |
—
|
25,000 | — |
NEW
|
25,000 | $3,528,750 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 0.00% | 7.96% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-725,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HAS
HASBRO INC
|
Consumer Cyclical | 0.00% | 11.66% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-190,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-12 of 12 holdings