13F HOLDINGS REPORT
Sellaronda Global Management LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001999371-26-003245
Total Value
$115.7M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROCORE TECHNOLOGIES INC | PCOR | 285,000 | $20.7M | 17.92% |
| 2 | CORPAY INC | CPAY | 63,000 | $19.0M | 16.39% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 90,100 | $18.8M | 16.28% |
| 4 | OKTA INC | OKTA | 185,000 | $16.0M | 13.83% |
| 5 | AMAZON COM INC | AMZN | 65,000 | $15.0M | 12.97% |
| 6 | HASBRO INC | HAS | 175,000 | $14.3M | 12.41% |
| 7 | DOORDASH INC | DASH | 45,000 | $10.2M | 8.81% |
| 8 | ACV AUCTIONS INC | ACVA | 200,000 | $1.6M | 1.39% |