Filed: 8/13/2025ACC: 0001999371-25-011189
📋 What this filing means
SELLARONDA GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $114.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$114.03M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
COM$41.50M36.4%
CL A$33.01M29.0%
COM CL A$19.57M17.2%
COM SHS$10.12M8.9%
CLASS A ORD SHS$9.83M8.6%
Portfolio Concentration
Top 3$49.19M43.1%
4–10$64.84M56.9%
Top 3 weight
43.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.45M
Sole
Full voting authority
2.45M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
APPFOLIO INC
SOLEShares85K
TypeSH
Market value$19.57M
17.17%
Sole
85K
Shared
0.00
None
0.00
HASBRO INC
SOLEShares210K
TypeSH
Market value$15.50M
13.59%
Sole
210K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1.50M
TypeSH
Market value$14.12M
12.38%
Sole
1.50M
Shared
0.00
None
0.00
OKTA INC
SOLEShares125K
TypeSH
Market value$12.50M
10.96%
Sole
125K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares50K
TypeSH
Market value$11.88M
10.42%
Sole
50K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares60K
TypeSH
Market value$10.92M
9.57%
Sole
60K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares30.50K
TypeSH
Market value$10.12M
8.88%
Sole
30.50K
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares350K
TypeSH
Market value$9.83M
8.62%
Sole
350K
Shared
0.00
None
0.00
RALPH LAUREN CORP
SOLEShares35K
TypeSH
Market value$9.60M
8.42%
Sole
35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPFOLIO INCSOLE | COM CL A | 85K | SH | $19.57M 17.17% | 85K | 0.00 | 0.00 |
HASBRO INCSOLE | COM | 210K | SH | $15.50M 13.59% | 210K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1.50M | SH | $14.12M 12.38% | 1.50M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 125K | SH | $12.50M 10.96% | 125K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 50K | SH | $11.88M 10.42% | 50K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 60K | SH | $10.92M 9.57% | 60K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 30.50K | SH | $10.12M 8.88% | 30.50K | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 350K | SH | $9.83M 8.62% | 350K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 35K | SH | $9.60M 8.42% | 35K | 0.00 | 0.00 |