Sellaronda Global Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 9 US equity positions worth $99.1m in its Q1 2025 13F filing. The largest position was APPF at 17.8% of the reported book, followed by CCC and TKO. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 3 among the top 9 holdings.
What did Sellaronda Global Management LP own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APPF APPFOLIO INC | Technology | 17.8% | $17.6m | 80,000 | 433% | added |
| 2 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 13.7% | $13.5m | 1,500,000 | 50% | added |
| 3 | TKO TKO GROUP HOLDINGS INC | Communication Services | 13.1% | $13.0m | 85,000 | -6% | reduced |
| 4 | GRND GRINDR INC | Technology | 10.8% | $10.7m | 600,000 | 0% | held |
| 5 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 10.6% | $10.5m | 37,000 | 37% | added |
| 6 | SRAD SPORTRADAR GROUP AG | Technology | 9.6% | $9.5m | 438,766 | -48% | reduced |
| 7 | RL RALPH LAUREN CORP | Consumer Cyclical | 9.5% | $9.4m | 42,500 | – | new |
| 8 | OKTA OKTA INC | Technology | 9.0% | $8.9m | 85,000 | -23% | reduced |
| 9 | 8L8C LIBERTY BROADBAND CORP | 6.0% | $6.0m | 70,000 | 0% | held |
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.