Filed: 5/14/2025ACC: 0001999371-25-006025
📋 What this filing means
SELLARONDA GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $100.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$100.33M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
COM$34.76M34.6%
CL A$31.31M31.2%
COM CL A$17.59M17.5%
CLASS A ORD SHS$9.49M9.5%
COM SER C$5.95M5.9%
COM NEW$1.23M1.2%
Portfolio Concentration
Top 3$44.13M44.0%
4–10$56.20M56.0%
Top 3 weight
44.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Sole
Full voting authority
2.96M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
APPFOLIO INC
SOLEShares80K
TypeSH
Market value$17.59M
17.53%
Sole
80K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1.50M
TypeSH
Market value$13.54M
13.50%
Sole
1.50M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares85K
TypeSH
Market value$12.99M
12.95%
Sole
85K
Shared
0.00
None
0.00
GRINDR INC
SOLEShares600K
TypeSH
Market value$10.74M
10.70%
Sole
600K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares37K
TypeSH
Market value$10.47M
10.44%
Sole
37K
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares438.77K
TypeSH
Market value$9.49M
9.45%
Sole
438.77K
Shared
0.00
None
0.00
RALPH LAUREN CORP
SOLEShares42.50K
TypeSH
Market value$9.38M
9.35%
Sole
42.50K
Shared
0.00
None
0.00
OKTA INC
SOLEShares85K
TypeSH
Market value$8.94M
8.91%
Sole
85K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares70K
TypeSH
Market value$5.95M
5.93%
Sole
70K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS
SOLEShares20K
TypeSH
Market value$1.23M
1.22%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPFOLIO INCSOLE | COM CL A | 80K | SH | $17.59M 17.53% | 80K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1.50M | SH | $13.54M 13.50% | 1.50M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 85K | SH | $12.99M 12.95% | 85K | 0.00 | 0.00 |
GRINDR INCSOLE | COM | 600K | SH | $10.74M 10.70% | 600K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 37K | SH | $10.47M 10.44% | 37K | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 438.77K | SH | $9.49M 9.45% | 438.77K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 42.50K | SH | $9.38M 9.35% | 42.50K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 85K | SH | $8.94M 8.91% | 85K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 70K | SH | $5.95M 5.93% | 70K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGSSOLE | COM NEW | 20K | SH | $1.23M 1.22% | 20K | 0.00 | 0.00 |