Sellaronda Global Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sellaronda Global Management LP disclosed 10 US equity positions worth $160.0m in its Q2 2026 13F filing. The largest position was LLYVK at 23.8% of the reported book, followed by AMZN and CPAY. Against the Q1 2026 filing, it opened 4 new positions, added to 1 and reduced 4 among the top 10 holdings.
What did Sellaronda Global Management LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 23.8% | $38.1m | 400,000 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 16.2% | $25.9m | 108,500 | 28% | added |
| 3 | CPAY CORPAY INC | Technology | 12.5% | $20.0m | 60,000 | -20% | reduced |
| 4 | VEEV VEEVA SYS INC | Healthcare | 10.3% | $16.4m | 92,500 | -16% | reduced |
| 5 | DASH DOORDASH INC | Consumer Cyclical | 9.7% | $15.5m | 84,176 | – | new |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 9.0% | $14.4m | 827,873 | – | new |
| 7 | OKTA OKTA INC | Technology | 6.8% | $10.9m | 80,000 | -53% | reduced |
| 8 | RL RALPH LAUREN CORP | Consumer Cyclical | 6.3% | $10.0m | 25,000 | -47% | reduced |
| 9 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 3.3% | $5.3m | 60,000 | – | new |
| 10 | ZS ZSCALER INC | Technology | 2.2% | $3.5m | 25,000 | – | 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.