The Analysis of Sellaronda Global Management LP's Holdings & P&L

Currently, Sellaronda Global Management LP holds 8 types of securities in its portfolio with a total value $152.5M. In the most recent quarter, they have increased their positions in N/A (+400.0K shares, valued at $34.0M), VEEV (+110.0K shares, valued at $19.3M), RL (+47.5K shares, valued at $16.3M); decreased their positions in OKTA (-15.0K shares, valued at $1.2M); initiated new positions in N/A (+400.0K shares, valued at $34.0M), VEEV (+110.0K shares, valued at $19.3M), RL (+47.5K shares, valued at $16.3M).

1M P&L

+247.2K+0.28%

3M P&L

+440.2K+0.50%

HY P&L

-1.3M-1.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application20.7M

21.4%

2Entertainment18.8M

19.5%

3Software - Infrastructure16.0M

16.5%

Top Industries by Stock Count

1Auto & Truck Dealerships1 stocks

14.3%

2Internet Retail1 stocks

14.3%

3Internet Content & Information1 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL400.0K sharesnew addition2026-03-312026-05-14

CORPAY INC CORPAY INC75.0K shares19.05%2026-03-312026-05-14

VEEV VEEVA SYS INC110.0K sharesnew addition2026-03-312026-05-14

HAS HASBRO INC190.0K shares8.57%2026-03-312026-05-14

AMZN AMAZON COM INC85.0K shares30.77%2026-03-312026-05-14

RL RALPH LAUREN CORP47.5K sharesnew addition2026-03-312026-05-14

OKTA OKTA INC170.0K shares-8.11%2026-03-312026-05-14

SRAD SPORTRADAR GROUP AG725.0K sharesnew addition2026-03-312026-05-14