Sellaronda Global Management LP Portfolio Holdings

Sellaronda Global Management LP

  • $113 Billion
  • Q3 2025

Sellaronda Global Management LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tko Group Holdings Inc with a value of $20.2B, Ccc Intelligent Solutions Holdings Inc. with a value of $20B, Okta, Inc. with a value of $18.3B, Procore Technologies, Inc. with a value of $16B, and Corpay Inc with a value of $15.1B.

Examining the 13F form we can see an decrease of $834M in the current position value, from $114B to 113B.

Sellaronda Global Management LP is based out at New York, NY

Below you can find more details about Sellaronda Global Management LP portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
Technology: $54.4 Billion
Consumer Cyclical: $23.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Tko Group Holdings Inc
-
$20.2 Billion 17.84% of portfolio
-
Q3 2025 Added 66.67%
$4.64B
$20 Billion 17.71% of portfolio
2,200,000
Q3 2025 Added 46.67%
$12.7B
$18.3 Billion 16.2% of portfolio
200,000
Q3 2025 Added 60.0%
$10.3B
$16 Billion 14.17% of portfolio
220,000
Q3 2025 New
Corpay Inc
-
$15.1 Billion 13.36% of portfolio
-
Q3 2025 Added 72.13%
$2.39T
$12.1 Billion 10.67% of portfolio
55,000
Q3 2025 New
$10.7B
$11.4 Billion 10.05% of portfolio
150,000
Q3 2025 Reduced 28.57%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $113 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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