Sellaronda Global Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 8 US equity positions worth $115.7m in its Q4 2025 13F filing. The largest position was PCOR at 17.9% of the reported book, followed by CPAY and TKO. Against the Q3 2025 filing, it opened 2 new positions, added to 4 and reduced 2 among the top 8 holdings.
What did Sellaronda Global Management LP own in Q4 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PCOR PROCORE TECHNOLOGIES INC | Technology | 17.9% | $20.7m | 285,000 | 30% | added |
| 2 | CPAY CORPAY INC | 16.4% | $19.0m | 63,000 | 20% | added | |
| 3 | TKO TKO GROUP HOLDINGS INC | Communication Services | 16.3% | $18.8m | 90,100 | -10% | reduced |
| 4 | OKTA OKTA INC | Technology | 13.8% | $16.0m | 185,000 | -7% | reduced |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 13.0% | $15.0m | 65,000 | 18% | added |
| 6 | HAS HASBRO INC | Consumer Cyclical | 12.4% | $14.3m | 175,000 | 17% | added |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 8.8% | $10.2m | 45,000 | – | new |
| 8 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 1.4% | $1.6m | 200,000 | – | new |
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.