Filed: 2/13/2025ACC: 0001839882-25-008771
📋 What this filing means
SELLARONDA GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $99.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$99.98M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$39.50M39.5%
CL A$27.33M27.3%
CLASS A ORD SHS$14.74M14.7%
CLASS A ORD$6.14M6.1%
COM SER C$5.23M5.2%
COM CL A$3.70M3.7%
SHS CLASS A$1.80M1.8%
Portfolio Concentration
Top 3$39.26M39.3%
4–10$53.68M53.7%
11–25$7.04M7.0%
Top 3 weight
39.3%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
4.27M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
SPORTRADAR GROUP AG
SOLEShares850K
TypeSH
Market value$14.74M
14.74%
Sole
850K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares90K
TypeSH
Market value$12.79M
12.79%
Sole
90K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1M
TypeSH
Market value$11.73M
11.73%
Sole
1M
Shared
0.00
None
0.00
GRINDR INC
SOLEShares600K
TypeSH
Market value$10.70M
10.71%
Sole
600K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares27K
TypeSH
Market value$10.33M
10.33%
Sole
27K
Shared
0.00
None
0.00
OKTA INC
SOLEShares110K
TypeSH
Market value$8.67M
8.67%
Sole
110K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares90K
TypeSH
Market value$6.74M
6.74%
Sole
90K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares1.30M
TypeSH
Market value$6.14M
6.14%
Sole
1.30M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares35K
TypeSH
Market value$5.87M
5.87%
Sole
35K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares70K
TypeSH
Market value$5.23M
5.23%
Sole
70K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares15K
TypeSH
Market value$3.70M
3.70%
Sole
15K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares65K
TypeSH
Market value$1.80M
1.80%
Sole
65K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS
SOLEShares20K
TypeSH
Market value$1.54M
1.54%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 850K | SH | $14.74M 14.74% | 850K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 90K | SH | $12.79M 12.79% | 90K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1M | SH | $11.73M 11.73% | 1M | 0.00 | 0.00 |
GRINDR INCSOLE | COM | 600K | SH | $10.70M 10.71% | 600K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 27K | SH | $10.33M 10.33% | 27K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 110K | SH | $8.67M 8.67% | 110K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 90K | SH | $6.74M 6.74% | 90K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 1.30M | SH | $6.14M 6.14% | 1.30M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 35K | SH | $5.87M 5.87% | 35K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 70K | SH | $5.23M 5.23% | 70K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 15K | SH | $3.70M 3.70% | 15K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 65K | SH | $1.80M 1.80% | 65K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGSSOLE | COM NEW | 20K | SH | $1.54M 1.54% | 20K | 0.00 | 0.00 |