Holdings of Sellaronda Global Management LP
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Financials 15.5 %
- Technology 13.8 %
- Consumer discretionary 12.6 %
- Unattributed 58.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 140.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Liberty Media Corp-Liberty Formula One | 400,000 | 34M $ | |
| 2 | Corpay Inc | 75,000 | 21.8M $ | |
| 3 | Veeva Systems Inc | 110,000 | 19.3M $ | |
| 4 | Hasbro Inc | 190,000 | 17.8M $ | |
| 5 | Amazon.com Inc | 85,000 | 17.7M $ | |
| 6 | Ralph Lauren Corp | 47,500 | 16.3M $ | |
| 7 | Okta Inc | 170,000 | 13.4M $ |