Filed: 5/14/2026ACC: 0001999371-26-010673
📋 What this filing means
SELLARONDA GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $152.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$152.50M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$35.49M23.3%
COM LBTY ONE S C$34.01M22.3%
CL A$29.72M19.5%
COM SHS$21.82M14.3%
CL A COM$19.32M12.7%
CLASS A ORD SHS$12.14M8.0%
Portfolio Concentration
Top 3$75.15M49.3%
4–10$77.34M50.7%
Top 3 weight
49.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
1.80M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
LIBERTY MEDIA CORP DEL
SOLEShares400K
TypeSH
Market value$34.01M
22.30%
Sole
400K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares75K
TypeSH
Market value$21.82M
14.31%
Sole
75K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares110K
TypeSH
Market value$19.32M
12.67%
Sole
110K
Shared
0.00
None
0.00
HASBRO INC
SOLEShares190K
TypeSH
Market value$17.78M
11.66%
Sole
190K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares85K
TypeSH
Market value$17.70M
11.61%
Sole
85K
Shared
0.00
None
0.00
RALPH LAUREN CORP
SOLEShares47.50K
TypeSH
Market value$16.34M
10.71%
Sole
47.50K
Shared
0.00
None
0.00
OKTA INC
SOLEShares170K
TypeSH
Market value$13.38M
8.77%
Sole
170K
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares725K
TypeSH
Market value$12.14M
7.96%
Sole
725K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 400K | SH | $34.01M 22.30% | 400K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 75K | SH | $21.82M 14.31% | 75K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 110K | SH | $19.32M 12.67% | 110K | 0.00 | 0.00 |
HASBRO INCSOLE | COM | 190K | SH | $17.78M 11.66% | 190K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 85K | SH | $17.70M 11.61% | 85K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 47.50K | SH | $16.34M 10.71% | 47.50K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 170K | SH | $13.38M 8.77% | 170K | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 725K | SH | $12.14M 7.96% | 725K | 0.00 | 0.00 |