Sellaronda Global Management LP TKO — TKO GROUP HOLDINGS INC

Ownership history in Sellaronda Global Management LP  ·  5 quarters on record

AI Ownership Summary

Sellaronda Global Management LP reported TKO GROUP HOLDINGS INC (TKO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 17.84% in 2025 Q3. The latest visible filing shows TKO at 16.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TKO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sellaronda Global Management LP's position in TKO GROUP HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TKO was reported at 16.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.84% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TKO stock page Sellaronda Global Management LP fund profile Sellaronda Global Management LP full holdings
How Sellaronda Global Management LP held TKO — position size vs. price
% of Fund (quarterly)    TKO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.9% -3.1% ✅ 90,100 -9,900 -9.9% 16.28% $18.8M 2026-02-13 $205.92
2025 Q3 ADDED — — — 100,000 +40,000 +66.7% 17.84% $20.2M 2025-11-13 $181.23
2025 Q2 REDUCED 29.4% +13.3% ❌ 60,000 -25,000 -29.4% 9.57% $10.9M 2025-08-13 $189.09
2025 Q1 REDUCED 5.6% +19.3% ❌ 85,000 -5,000 -5.6% 12.95% $13.0M 2025-05-14 $159.98
2024 Q4 INITIATED — — — 90,000 — — 12.79% $12.8M 2025-02-13 $171.63

🏢 Other funds also holding TKO

As of 2026 Q1 — sorted by position size

Marathon Partners Equity Management, LLC 3Y 7Y 16.67% Lindsell Train Ltd 3Y 7Y 15.75% XN LP 3Y 14.04% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 12.23% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 9.6% Northern Right Capital Management, L.P. 3Y 7Y 8.46% Sycale Advisors (NY) LLC 3Y 8.11% Triavera Capital LLC 7.19% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 4.83% Munro Partners 4.17%

FAQ About Sellaronda Global Management LP and TKO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sellaronda Global Management LP reported owning TKO?

Sellaronda Global Management LP reported TKO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TKO position in Sellaronda Global Management LP's portfolio?

The largest reported portfolio weight for TKO was 17.84% in 2025 Q3.

What is the latest reported TKO position on this page?

The most recent filing on this page is 2025 Q4, when Sellaronda Global Management LP reported 90,100 shares, equal to 16.28% of portfolio, with an estimated market value of $18.8M.

What does the chart on this TKO ownership page compare?

The chart compares Sellaronda Global Management LP's quarterly TKO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sellaronda Global Management LP time their TKO position?

Based on 13F filing dates vs. subsequent TKO price moves, Sellaronda Global Management LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TKO relative to SPY over the holding period was +6.1%.

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