13F HOLDINGS REPORT
Sellaronda Global Management LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001999371-25-006025
Total Value
$100.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 80,000 | $17.6M | 17.53% |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,500,000 | $13.5M | 13.50% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 85,000 | $13.0M | 12.95% |
| 4 | GRINDR INC | GRND | 600,000 | $10.7M | 10.70% |
| 5 | LULULEMON ATHLETICA INC | LULU | 37,000 | $10.5M | 10.44% |
| 6 | SPORTRADAR GROUP AG | SRAD | 438,766 | $9.5M | 9.45% |
| 7 | RALPH LAUREN CORP | RL | 42,500 | $9.4M | 9.35% |
| 8 | OKTA INC | OKTA | 85,000 | $8.9M | 8.91% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 70,000 | $6.0M | 5.93% |
| 10 | COGENT COMMUNICATIONS HLDGS | CCOI | 20,000 | $1.2M | 1.22% |