Q2 2026 13F · SEC CIK 1975764
Sellaronda Global Management LP
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $160.0M
- Reported positions
- 10
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $493.1M
Sellaronda Global Management LP is a hedge fund that reported 10 positions worth $160.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Liberty Media Corp Del (FWONK, 23.8%), Amazon Com Inc (AMZN, 16.2%), Corpay Inc (CPAY, 12.5%).
Sellaronda Global Management LP holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FWONKLiberty Media Corp Del | 23.8% | +0.0% | $38.1M |
| AMZNAmazon Com Inc | 16.2% | +27.6% | $25.9M |
| CPAYCorpay Inc | 12.5% | -20.0% | $20.0M |
| VEEVVeeva Sys Inc | 10.3% | -15.9% | $16.4M |
| DASHDoordash Inc | 9.7% | — | $15.5M |
| CPNGCoupang Inc | 9.0% | — | $14.4M |
| OKTAOkta Inc | 6.8% | -52.9% | $10.9M |
| RLRalph Lauren Corp | 6.3% | -47.4% | $10.0M |
| FWONALiberty Media Corp Del | 3.3% | — | $5.3M |
| ZSZscaler Inc | 2.2% | — | $3.5M |
What Sellaronda Global Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- DASH Doordash Inc9.7% of 13F
- CPNG Coupang Inc9.0% of 13F
- FWONA Liberty Media Corp Del3.3% of 13F
- ZS Zscaler Inc2.2% of 13F
Added to
- AMZN Amazon Com Inc+27.6% shares
Reduced
- OKTA Okta Inc-52.9% shares
- RL Ralph Lauren Corp-47.4% shares
- CPAY Corpay Inc-20.0% shares
- VEEV Veeva Sys Inc-15.9% shares
Sold out
- HAS Hasbro Incwas 11.7%
- SRAD Sportradar Group AGwas 8.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +4.4% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $160.0M | 10 |
| Q1 2026 | $152.5M | 8 |
| Q4 2025 | $115.7M | 8 |
| Q3 2025 | $113.2M | 7 |
| Q2 2025 | $114.0M | 9 |
| Q1 2025 | $99.1M | 9 |
| Q4 2024 | $98.4M | 12 |
Questions about Sellaronda Global Management LP's portfolio
What stocks does Sellaronda Global Management LP own?
Sellaronda Global Management LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 10 positions worth $160.0M. The largest are Liberty Media Corp Del (FWONK) at 23.8%, Amazon Com Inc (AMZN) at 16.2%, Corpay Inc (CPAY) at 12.5%, Veeva Sys Inc (VEEV) at 10.3% and Doordash Inc (DASH) at 9.7%.
What did Sellaronda Global Management LP buy last quarter?
In Q2 2026, Sellaronda Global Management LP added a new position in Doordash Inc (DASH), a new position in Coupang Inc (CPNG), a new position in Liberty Media Corp Del (FWONA), a new position in Zscaler Inc (ZS) and Amazon Com Inc (AMZN) (+27.6% shares), compared with its Q1 2026 filing.
What did Sellaronda Global Management LP sell last quarter?
In Q2 2026, Sellaronda Global Management LP sold all of Hasbro Inc (HAS), sold all of Sportradar Group AG (SRAD), Okta Inc (OKTA) (-52.9% shares), Ralph Lauren Corp (RL) (-47.4% shares) and Corpay Inc (CPAY) (-20.0% shares), compared with its Q1 2026 filing.
When is Sellaronda Global Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sellaronda Global Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Sellaronda Global Management LP manage?
Sellaronda Global Management LP reported $493.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $160.0M.