Sellaronda Global Management LP Portfolio Holdings by Sector
Sellaronda Global Management LP
- $113 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
CCCS OKTA 2 stocks |
$38.4 Million
49.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PCOR 1 stocks |
$16 Million
20.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12.1 Million
15.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$11.4 Million
14.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|