Sellaronda Global Management LP
Net seller this quarter
$160M
10
-$11.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FWONK | $38.1M | 23.79% | Not reported | Not reported | Q1 2026 |
 AMZN | $25.9M | 16.17% | 0.00% | +27.7% | Q3 2025 |
 CPAY | $20M | 12.50% | 0.09% | -20.0% | Q2 2025 |
 VEEV | $16.4M | 10.26% | 0.06% | -15.9% | Q1 2026 |
 DASH | $15.5M | 9.71% | Not reported | Not reported | Q4 2024 |
 CPNG | $14.4M | 8.99% | Not reported | New | Q2 2026 |
 OKTA | $10.9M | 6.82% | Not reported | -52.9% | Q4 2024 |
 RL | $10M | 6.27% | Not reported | -47.4% | Q1 2025 |
| FWONA | $5.25M | 3.28% | Not reported | New | Q2 2026 |
 ZS | $3.53M | 2.21% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| FWONK | $34M | 22.30% | Not reported | New | Q1 2026 |
| CPAY | $21.8M | 14.31% | 0.11% | +19.1% | Q2 2025 |
| VEEV | $19.3M | 12.67% | 0.07% | New | Q1 2026 |
 HAS | $17.8M | 11.66% | 0.14% | +8.6% | Q2 2025 |
| AMZN | $17.7M | 11.61% | 0.00% | +30.8% | Q3 2025 |
| RL | $16.3M | 10.71% | Not reported | Not reported | Q1 2025 |
| OKTA | $13.4M | 8.77% | Not reported | -8.1% | Q4 2024 |
 SRAD | $12.1M | 7.96% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
 PCOR | $20.7M | 17.92% | 0.19% | +29.6% | Q4 2024 |
| CPAY | $19M | 16.39% | 0.09% | +20.0% | Q2 2025 |
 TKO | $18.8M | 16.28% | Not reported | -9.9% | Q4 2024 |
| OKTA | $16M | 13.83% | Not reported | -7.5% | Q4 2024 |
| AMZN | $15M | 12.97% | 0.00% | +18.2% | Q3 2025 |
| HAS | $14.4M | 12.41% | 0.12% | +16.7% | Q2 2025 |
| DASH | $10.2M | 8.81% | Not reported | Not reported | Q4 2024 |
 ACVA | $1.6M | 1.39% | 0.12% | New | Q4 2025 |
| Q3 2025 | |||||
| TKO | $20.2M | 17.84% | Not reported | +66.7% | Q4 2024 |
 CCC | $20M | 17.71% | 0.34% | +46.7% | Q4 2024 |
| OKTA | $18.3M | 16.20% | Not reported | +60.0% | Q4 2024 |
| PCOR | $16M | 14.17% | 0.15% | Not reported | Q4 2024 |
| CPAY | $15.1M | 13.36% | 0.08% | +72.1% | Q2 2025 |
| AMZN | $12.1M | 10.67% | 0.00% | New | Q3 2025 |
| HAS | $11.4M | 10.05% | 0.11% | -28.6% | Q2 2025 |