Sellaronda Global Management LP
Top Portfolio Positions
7 positions ·
$118,490,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPAY |
Corpay, Inc.
Technology
|
75,000 | $21,824,250 | 18.42% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
110,000 | $19,322,600 | 16.31% | |
| HAS |
Hasbro, Inc.
Consumer Cyclical
|
190,000 | $17,784,000 | 15.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
85,000 | $17,702,950 | 14.94% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
47,500 | $16,339,525 | 13.79% | |
| OKTA |
Okta, Inc.
Technology
|
170,000 | $13,380,700 | 11.29% | |
| SRAD |
Sportradar Group AG
Technology
|
725,000 | $12,136,500 | 10.24% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SRAD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,136,500 | 725,000 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $9,828,000 | 350,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,486,120 | 438,766 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,739,000 | 850,000 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||