Sellaronda Global Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 12 US equity positions worth $98.4m in its Q4 2024 13F filing. The largest position was SRAD at 15.0% of the reported book, followed by TKO and CCC.
What did Sellaronda Global Management LP own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SRAD SPORTRADAR GROUP AG | Technology | 15.0% | $14.7m | 850,000 | – | |
| 2 | TKO TKO GROUP HOLDINGS INC | Communication Services | 13.0% | $12.8m | 90,000 | – | |
| 3 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 11.9% | $11.7m | 1,000,000 | – | |
| 4 | GRND GRINDR INC | Technology | 10.9% | $10.7m | 600,000 | – | |
| 5 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 10.5% | $10.3m | 27,000 | – | |
| 6 | OKTA OKTA INC | Technology | 8.8% | $8.7m | 110,000 | – | |
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.9% | $6.7m | 90,000 | – | |
| 8 | GRAB HOLDINGS LIMITED | 6.2% | $6.1m | 1,300,000 | – | ||
| 9 | DASH DOORDASH INC | Consumer Cyclical | 6.0% | $5.9m | 35,000 | – | |
| 10 | 8L8C LIBERTY BROADBAND CORP | 5.3% | $5.2m | 70,000 | – | ||
| 11 | APPF APPFOLIO INC | Technology | 3.8% | $3.7m | 15,000 | – | |
| 12 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.8% | $1.8m | 65,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.