Sellaronda Global Management LP
CIK 0001975764 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Sellaronda Global Management LP reported 10 positions worth $160.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: FWONK (23.8%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$160.0M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FWONK | SH | $38.1M | 23.79% | 400,000 | — | — | |
| ▸ 2 | AMZN | SH | $25.9M | 16.17% | 108,500 | — | — | |
| ▸ 3 | CPAY | SH | $20.0M | 12.50% | 60,000 | — | — | |
| ▸ 4 | VEEV | SH | $16.4M | 10.26% | 92,500 | — | — | |
| ▸ 5 | DASH | SH | $15.5M | 9.71% | 84,176 | — | — | |
| ▸ 6 | CPNG | SH | $14.4M | 8.99% | 827,873 | — | — | |
| ▸ 7 | OKTA | SH | $10.9M | 6.82% | 80,000 | — | — | |
| ▸ 8 | RL | SH | $10.0M | 6.27% | 25,000 | — | — | |
| ▸ 9 | FWONA | SH | $5.3M | 3.28% | 60,000 | — | — | |
| ▸ 10 | ZS | SH | $3.5M | 2.21% | 25,000 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Sellaronda Global Management LP hold as of Q2 2026?
Sellaronda Global Management LP reported 10 positions worth $160.0M in its Q2 2026 13F filing. Largest positions: FWONK (23.8%), AMZN (16.2%), CPAY (12.5%), VEEV (10.3%) and DASH (9.7%).
What did Sellaronda Global Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sellaronda Global Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.