13F HOLDINGS REPORT
Sellaronda Global Management LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001839882-25-008771
Total Value
$100.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPORTRADAR GROUP AG | SRAD | 850,000 | $14.7M | 14.74% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 90,000 | $12.8M | 12.79% |
| 3 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,000,000 | $11.7M | 11.73% |
| 4 | GRINDR INC | GRND | 600,000 | $10.7M | 10.71% |
| 5 | LULULEMON ATHLETICA INC | LULU | 27,000 | $10.3M | 10.33% |
| 6 | OKTA INC | OKTA | 110,000 | $8.7M | 8.67% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 90,000 | $6.7M | 6.74% |
| 8 | GRAB HOLDINGS LIMITED | GRABW | 1,300,000 | $6.1M | 6.14% |
| 9 | DOORDASH INC | DASH | 35,000 | $5.9M | 5.87% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 70,000 | $5.2M | 5.23% |
| 11 | APPFOLIO INC | APPF | 15,000 | $3.7M | 3.70% |
| 12 | NEBIUS GROUP N.V. | NBIS | 65,000 | $1.8M | 1.80% |
| 13 | COGENT COMMUNICATIONS HLDGS | CCOI | 20,000 | $1.5M | 1.54% |