Sellaronda Global Management LP holds a concentrated book of 10 stocks worth $160.0M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Doordash Inc - A and trimmed Corpay Inc. Their largest long position is Liberty Media Corp-Formula-C at 24% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sellaronda Global Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ShawSpring Partners LLC | 5 / 10 | $125.3M |
| Nellore Capital Management LLC | 4 / 10 | $399.2M |
| Skye Global Management LP | 3 / 10 | $2.4B |
| Ashe Capital Management, LP | 4 / 10 | $407.2M |
| Foxhaven Asset Management, LP | 4 / 10 | $1.0B |
| HMI Capital Management, L.P. | 2 / 10 | $221.2M |
| Torque Asset Management LLC | 2 / 10 | $74.1M |
| Dorsal Capital Management, LP | 4 / 10 | $751.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Sellaronda Global Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Liberty Media Corp Del COM LBTY ONE S C | $38.1M | 400.0K | 23.8% | —Held | |
| 2 | Amazon Com Inc COM | $25.9M | 108.5K | 16.2% | ▲+28% Added · +24K sh | |
| 3 | Corpay Inc COM SHS | $20.0M | 60.0K | 12.5% | ▼−20% Reduced · −15K sh | |
| 4 | Veeva Sys Inc CL A COM | $16.4M | 92.5K | 10.3% | ▼−16% Reduced · −18K sh | |
| 5 | Doordash Inc CL A | $15.5M | 84.2K | 9.7% | ▲New New position | |
| 6 | Coupang Inc CL A | $14.4M | 827.9K | 9.0% | ▲New New position | |
| 7 | Okta Inc CL A | $10.9M | 80.0K | 6.8% | ▼−53% Reduced · −90K sh | |
| 8 | Ralph Lauren Corp CL A | $10.0M | 25.0K | 6.3% | ▼−47% Reduced · −23K sh | |
| 9 | Liberty Media Corp Del COM LBTY ONE S A | $5.3M | 60.0K | 3.3% | ▲New New position | |
| 10 | Zscaler Inc COM | $3.5M | 25.0K | 2.2% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1975764/holdings"
Use Arkolith to show Sellaronda Global Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 10 | $160.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 8 | $152.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 8 | $115.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 7 | $113.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 9 | $114.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 10 | $100.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 13 | $100.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.