Sellaronda Global Management LP

New York, NY · CIK 1975764 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2023 · limited partnership

As an employer

$160.0m reported value +4.9% vs Q1 2026

10positions

100.0%in top 10

4 new 1 added 4 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	400,000	$38.1m23.79%	23.79%	Unchanged
2	AMAZON COM INC COM AMZN	AMZN	108,500	$25.9m16.17%	16.17%	Added +23.5k	+23,500 27.6%
3	CORPAY INC COM SHS CPAY	CPAY	60,000	$20.0m12.50%	12.50%	Reduced -15.0k	-15,000 -20.0%
4	VEEVA SYS INC CL A COM VEEV	VEEV	92,500	$16.4m10.26%	10.26%	Reduced -17.5k	-17,500 -15.9%
5	DOORDASH INC CL A DASH	DASH	84,176	$15.5m9.71%	9.71%	New
6	COUPANG INC CL A CPNG	CPNG	827,873	$14.4m8.99%	8.99%	New
7	OKTA INC CL A OKTA	OKTA	80,000	$10.9m6.82%	6.82%	Reduced -90.0k	-90,000 -52.9%
8	RALPH LAUREN CORP CL A RL	RL	25,000	$10.0m6.27%	6.27%	Reduced -22.5k	-22,500 -47.4%
9	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	60,000	$5.3m3.28%	3.28%	New
10	ZSCALER INC COM ZS	ZS	25,000	$3.5m2.21%	2.21%	New

Security	Ticker	Shares held before	Value then
HASBRO INC HAS	HAS	190,000	$17.8m190.0k shares
SPORTRADAR GROUP AG SRAD	SRAD	725,000	$12.1m725.0k shares