13F HOLDINGS REPORT
Sellaronda Global Management LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001999371-25-011189
Total Value
$114.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 85,000 | $19.6M | 17.17% |
| 2 | HASBRO INC | HAS | 210,000 | $15.5M | 13.59% |
| 3 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,500,000 | $14.1M | 12.38% |
| 4 | OKTA INC | OKTA | 125,000 | $12.5M | 10.96% |
| 5 | LULULEMON ATHLETICA INC | LULU | 50,000 | $11.9M | 10.42% |
| 6 | TKO GROUP HOLDINGS INC | TKO | 60,000 | $10.9M | 9.57% |
| 7 | CORPAY INC | CPAY | 30,500 | $10.1M | 8.88% |
| 8 | SPORTRADAR GROUP AG | SRAD | 350,000 | $9.8M | 8.62% |
| 9 | RALPH LAUREN CORP | RL | 35,000 | $9.6M | 8.42% |