Sellaronda Global Management LP

data from 30/09/2025

Capitalization

$ 113.197 M -0.73 %

Average holding period

3 ans

Performance

$ 7.830 M 7.95 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sellaronda Global Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TKO TKO GROUP HOLDINGS INC 17.84% 20.196 M $ 100000 2024/12/31 1.201 M $ 11.00 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTIONS HL 17.71% 20.042 M $ 2200000 2024/12/31 -450.000 K $ -3.19 %
2025/09/30 OKTA OKTA INC 16.20% 18.340 M $ 200000 2024/12/31 -1.034 M $ -8.27 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 14.17% 16.042 M $ 220000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPAY CORPAY INC 13.36% 15.123 M $ 52500 2025/06/30 -1.335 M $ -13.19 %
2025/09/30 AMZN AMAZON COM INC 10.67% 12.076 M $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HAS HASBRO INC 10.05% 11.378 M $ 150000 2025/06/30 426.300 K $ 2.75 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 RL RALPH LAUREN CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 APPF APPFOLIO INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 SRAD SPORTRADAR GROUP AG 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %