Sellaronda Global Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sellaronda Global Management LP disclosed 8 US equity positions worth $152.5m in its Q1 2026 13F filing. The largest position was LLYVK at 22.3% of the reported book, followed by CPAY and VEEV.
What did Sellaronda Global Management LP own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 22.3% | $34.0m | 400,000 | – | |
| 2 | CPAY CORPAY INC | Technology | 14.3% | $21.8m | 75,000 | – | |
| 3 | VEEV VEEVA SYS INC | Healthcare | 12.7% | $19.3m | 110,000 | – | |
| 4 | HAS HASBRO INC | Consumer Cyclical | 11.7% | $17.8m | 190,000 | – | |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 11.6% | $17.7m | 85,000 | – | |
| 6 | RL RALPH LAUREN CORP | Consumer Cyclical | 10.7% | $16.3m | 47,500 | – | |
| 7 | OKTA OKTA INC | Technology | 8.8% | $13.4m | 170,000 | – | |
| 8 | SRAD SPORTRADAR GROUP AG | Technology | 8.0% | $12.1m | 725,000 | – |
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.