Sellaronda Global Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 7 US equity positions worth $113.2m in its Q3 2025 13F filing. The largest position was TKO at 17.8% of the reported book, followed by CCC and OKTA. Against the Q2 2025 filing, it opened 2 new positions, added to 4 and reduced 1 among the top 7 holdings.
What did Sellaronda Global Management LP own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TKO TKO GROUP HOLDINGS INC | Communication Services | 17.8% | $20.2m | 100,000 | 67% | added |
| 2 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 17.7% | $20.0m | 2,200,000 | 47% | added |
| 3 | OKTA OKTA INC | Technology | 16.2% | $18.3m | 200,000 | 60% | added |
| 4 | PCOR PROCORE TECHNOLOGIES INC | Technology | 14.2% | $16.0m | 220,000 | – | new |
| 5 | CPAY CORPAY INC | 13.4% | $15.1m | 52,500 | 72% | added | |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 10.7% | $12.1m | 55,000 | – | new |
| 7 | HAS HASBRO INC | Consumer Cyclical | 10.1% | $11.4m | 150,000 | -29% | 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.