Sellaronda Global Management LP Portfolio Holdings

Sellaronda Global Management LP

  • $114 Billion
  • Q2 2025

Sellaronda Global Management LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Appfolio Inc with a value of $19.6B, Hasbro, Inc. with a value of $15.5B, Ccc Intelligent Solutions Holdings Inc. with a value of $14.1B, Okta, Inc. with a value of $12.5B, and Lululemon Athletica Inc. with a value of $11.9B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $100B to 114B.

Sellaronda Global Management LP is based out at New York, NY

Below you can find more details about Sellaronda Global Management LP portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
Technology: $56 Billion
Consumer Cyclical: $37 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.5B
$19.6 Billion 17.17% of portfolio
85,000
Q2 2025 Added 6.25%
$10.8B
$15.5 Billion 13.59% of portfolio
210,000
Q2 2025 New
$5.79B
$14.1 Billion 12.38% of portfolio
1,500,000
Q1 2025 Added 50.0%
$13.6B
$12.5 Billion 10.96% of portfolio
125,000
Q2 2025 Added 47.06%
$23.6B
$11.9 Billion 10.42% of portfolio
50,000
Q2 2025 Added 35.14%
Tko Group Holdings Inc
-
$10.9 Billion 9.57% of portfolio
-
Q2 2025 Reduced 29.41%
Corpay Inc
-
$10.1 Billion 8.88% of portfolio
-
Q2 2025 New
$5.99B
$9.83 Billion 8.62% of portfolio
350,000
Q2 2025 Reduced 20.23%
$12.8B
$9.6 Billion 8.42% of portfolio
35,000
Q2 2025 Reduced 17.65%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $114 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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