13F HOLDINGS REPORT
Sellaronda Global Management LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001999371-25-017578
Total Value
$113.2M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TKO GROUP HOLDINGS INC | TKO | 100,000 | $20.2M | 17.84% |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,200,000 | $20.0M | 17.71% |
| 3 | OKTA INC | OKTA | 200,000 | $18.3M | 16.20% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 220,000 | $16.0M | 14.17% |
| 5 | CORPAY INC | CPAY | 52,500 | $15.1M | 13.36% |
| 6 | AMAZON COM INC | AMZN | 55,000 | $12.1M | 10.67% |
| 7 | HASBRO INC | HAS | 150,000 | $11.4M | 10.05% |