Sellaronda Global Management LP Portfolio Holdings by Sector

Sellaronda Global Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SRAD PCOR GRAB APPF 4 stocks	$31.3 Million 41.93% of portfolio	4	-	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CCCS OKTA 2 stocks	$20.4 Million 27.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$10.3 Million 13.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK CCOI 2 stocks	$6.77 Million 9.07% of portfolio	2	-	2	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services DASH 1 stocks	$5.87 Million 7.86% of portfolio	1	-	1	-	0 Calls 0 Puts

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