Sellaronda Global Management LP

Est. AUM

$152.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$34.0M	400000	22.30%	SOLE
2	CORPAY INC	COM SHS	$21.8M	75000	14.31%	SOLE
3	VEEVA SYS INC	CL A COM	$19.3M	110000	12.67%	SOLE
4	HASBRO INC	COM	$17.8M	190000	11.66%	SOLE
5	AMAZON COM INC	COM	$17.7M	85000	11.61%	SOLE
6	RALPH LAUREN CORP	CL A	$16.3M	47500	10.71%	SOLE
7	OKTA INC	CL A	$13.4M	170000	8.77%	SOLE
8	SPORTRADAR GROUP AG	CLASS A ORD SHS	$12.1M	725000	7.96%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.