Institutional Manager · CIK 0001975764
Sellaronda Global Management LP
New York, NY · File #028-25021
Latest AUM
$115.7M
Positions
8
Top-10 Concentration
100.0%
Filings
5
Sector Allocation
Filing History
View all filings →Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |