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CIK: 0001975764
Total reported value
$160.0M
$160.0M
8 檔
56.0%
As reported in its official Q4 2025 Form 13F filing, Sellaronda Global Management LP's tracked investment portfolio stood at $160.0M with 8 total positions.
In Q4 2025, Sellaronda Global Management LP displayed an active expansion posture, initiating 2 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCOR | Procore Technologies Inc | Stock-Tech | 17.92% | — | +29.55% | |
| 2 | CPAY | Corpay Inc | Stock-Tech | 16.39% | -1.81% | +20.00% | |
| 3 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 16.28% | — | -9.90% | |
| 4 | OKTA | Okta Inc | Stock-Tech | 13.83% | -1.95% | -7.50% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.97% | +4.56% | +18.18% | |
| 6 | HAS | Hasbro Inc | Stock-Consumer Disc | 12.41% | -11.66% | EXIT | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.81% | +9.71% | NEW | |
| 8 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.39% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCOR | Procore Technologies Inc | +3.8% | +29.55% | Add |
| 2 | CPAY | Corpay Inc | +3% | +20.00% | Add |
| 3 | HAS | Hasbro Inc | +2.4% | +16.67% | Add |
| 4 | AMZN | Amazon.com Inc | +2.3% | +18.18% | Add |
| 5 | TKO | Tko Group Holdings Inc | -1.6% | -9.90% | Trim |
| 6 | OKTA | Okta Inc | -2.4% | -7.50% | Trim |
| 7 | CCC | Ccc Intelligent Solutions Ho | — | EXIT | Sold out |
| 8 | DASH | Doordash Inc - A | — | NEW | New buy |
| 9 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Sellaronda Global Management LP reported a total U.S. public equity portfolio value of $160.0M across 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PCOR, CPAY, TKO) accounted for 56.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DASH
市值: $10.2M
Top Position Liquidated / Trimmed
CCC
前期市值: $20.0M
During Q4 2025, Sellaronda Global Management LP's top holdings by market value included PCOR (17.9%)、CPAY (16.4%)、TKO (16.3%). The largest single position, PCOR, represented 17.9% of total portfolio value.
In Q4 2025, Sellaronda Global Management LP made 9 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 2 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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