StockDriftsStockDriftsTop 10 Sellaronda Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 23.79% | 400.0K | $38.1M | +0.00%(+0) | $91.76(+12.91%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 16.17% | 108.5K | $25.9M | +27.65%(+23.50K) | $220.05(+21.46%) | 2026-06-30 | |
| CPAY | CORPAY INC | 12.5% | 60.0K | $20.0M | -20.00%(-15.00K) | $317.46(+29.05%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 10.26% | 92.5K | $16.4M | -15.91%(-17.50K) | $199.44(+21.09%) | 2026-06-30 | |
| DASH | DOORDASH INC | 9.71% | 84.2K | $15.5M | new | $171.54(+23.87%) | 2026-06-30 | |
| CPNG | COUPANG INC | 8.99% | 827.9K | $14.4M | new | $17.82(-8.39%) | 2026-06-30 | |
| OKTA | OKTA INC | 6.82% | 80.0K | $10.9M | -52.94%(-90.00K) | $89.28(+64.99%) | 2026-06-30 | |
| RL | RALPH LAUREN CORP | 6.27% | 25.0K | $10.0M | -47.37%(-22.50K) | $258.21(+53.50%) | 2026-06-30 | |
| FWONA | LIBERTY MEDIA CORP DEL | 3.28% | 60.0K | $5.3M | new | $81.83(+15.66%) | 2026-06-30 | |
| ZS | ZSCALER INC | 2.21% | 25.0K | $3.5M | new | $139.20(+27.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.40% |
Sellaronda Global Management LP reports $159.97M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are FWONK (23.8%), AMZN (16.2%) and CPAY (12.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +14.66% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sellaronda Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1975764). View Sellaronda Global Management LP’s 13F filings on SEC