2026 Q1 Portfolio Activity
In 2026 Q1, Sellaronda Global Management LP maintained a portfolio of 12 distinct positions. The most significant new addition was LIBERTY MEDIA CORP DEL, now representing 22.30% of the total fund value. They heavily accumulated shares in HASBRO INC, increasing the position by 8.6%. Conversely, Sellaronda Global Management LP completely exited their position in PROCORE TECHNOLOGIES INC.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
FWONK (22.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Sellaronda Global Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 22.30% | — |
#1
Prev: #—
|
9.5 |
—
|
400,000 | — |
NEW
|
400,000 | $34,008,000 |
$85.02
+5.6%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
CPAY
CORPAY INC
|
Technology | 14.31% | 16.39% |
#2
Prev: #2
|
7.5 |
—
|
12,000 | 19.0% |
P
S
|
75,000 | $21,824,250 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 12.67% | — |
#3
Prev: #—
|
8.5 |
—
|
110,000 | — |
NEW
|
110,000 | $19,322,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HAS
HASBRO INC
|
Consumer Cyclical | 11.66% | 12.41% |
#4
2
Prev: #6
|
6.5 |
—
|
15,000 | 8.6% |
P
S
|
190,000 | $17,784,000 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 11.61% | 12.97% |
#5
Prev: #5
|
7.0 |
—
|
20,000 | 30.8% |
P
S
|
85,000 | $17,702,950 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RL
RALPH LAUREN CO...
|
Consumer Cyclical | 10.71% | — |
#6
Prev: #—
|
7.5 |
—
|
47,500 | — |
NEW
|
47,500 | $16,339,525 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OKTA
OKTA INC
|
Technology | 8.77% | 13.83% |
#7
3
Prev: #4
|
4.0 |
—
|
-15,000 | -8.1% |
P
S
|
170,000 | $13,380,700 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 7.96% | — |
#8
Prev: #—
|
6.7 |
—
|
725,000 | — |
NEW
|
725,000 | $12,136,500 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACVA
ACV AUCTIONS IN...
|
Consumer Cyclical | 0.00% | 1.39% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-200,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.00% | 8.81% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-45,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TKO
TKO GROUP HOLDI...
|
Communication Services | 0.00% | 16.28% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-90,100 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 0.00% | 17.92% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-285,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-12 of 12 holdings