Sellaronda Global Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 9 US equity positions worth $114.0m in its Q2 2025 13F filing. The largest position was APPF at 17.2% of the reported book, followed by HAS and CCC. Against the Q1 2025 filing, it opened 2 new positions, added to 3 and reduced 3 among the top 9 holdings.
What did Sellaronda Global Management LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APPF APPFOLIO INC | Technology | 17.2% | $19.6m | 85,000 | 6% | added |
| 2 | HAS HASBRO INC | Consumer Cyclical | 13.6% | $15.5m | 210,000 | – | new |
| 3 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 12.4% | $14.1m | 1,500,000 | 0% | held |
| 4 | OKTA OKTA INC | Technology | 11.0% | $12.5m | 125,000 | 47% | added |
| 5 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 10.4% | $11.9m | 50,000 | 35% | added |
| 6 | TKO TKO GROUP HOLDINGS INC | Communication Services | 9.6% | $10.9m | 60,000 | -29% | reduced |
| 7 | CPAY CORPAY INC | 8.9% | $10.1m | 30,500 | – | new | |
| 8 | SRAD SPORTRADAR GROUP AG | Technology | 8.6% | $9.8m | 350,000 | -20% | reduced |
| 9 | RL RALPH LAUREN CORP | Consumer Cyclical | 8.4% | $9.6m | 35,000 | -18% | reduced |
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.