Sellaronda Global Management LP Portfolio Holdings
Q3 2025•6 long positions•$93.2M portfolio value
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Holding11 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Entertainment Communication Services | $20.2M 21.68% | +$8.1M Bought | 0.122% 100.0K shares | 60.0K → 100.0K +$8.1M | +66.67% | $16.6B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $18.3M 19.69% | +$6.9M Bought | 0.113% 200.0K shares | 125.0K → 200.0K +$6.9M | +60.0% | $16.2B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $16.0M 17.22% | +$16.0M Bought | 0.146% 220.0K shares | — | — | $11.0B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $15.1M 16.23% | +$6.3M Bought | 0.074% 52.5K shares | 30.5K → 52.5K +$6.3M | +72.13% | $20.3B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $12.1M 12.96% | +$12.1M New | 0.001% 55.0K shares | 0 → 55.0K +$12.1M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Leisure Consumer Cyclical | $11.4M 12.21% | -$4.6M Sold | 0.107% 150.0K shares | 210.0K → 150.0K −$4.6M | -28.57% | $10.6B Large Cap | Q2 2025 Held for 5 months | |
Apparel - Manufacturers Consumer Cyclical | - — | -$9.6M Sold | — - shares | 35.0K → 0 −$9.6M | Sold | $16.6B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | - — | -$14.1M Sold | — - shares | 1.5M → 0 −$14.1M | Sold | $6.1B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | - — | -$19.6M Sold | — - shares | 85.0K → 0 −$19.6M | Sold | $8.4B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | - — | -$9.8M Sold | — - shares | 350.0K → 0 −$9.8M | Sold | $8.0B Mid Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | - — | -$11.9M Sold | — - shares | 50.0K → 0 −$11.9M | Sold | $27.9B Large Cap | Q4 2024 Held for 11 months |
