Sellaronda Global Management LP — 13F holdings

Sellaronda Global Management LP reported 10 holdings worth $160M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. FWONK LIBERTY MEDIA CORP DEL — $38.1M (23.8%)
2. AMZN AMAZON COM INC — $25.9M (16.2%)
3. CPAY Corpay Inc — $20.0M (12.5%)
4. VEEV VEEVA SYS INC — $16.4M (10.3%)
5. DASH DOORDASH INC — $15.5M (9.7%)
6. CPNG COUPANG INC — $14.4M (9.0%)
7. OKTA OKTA INC — $10.9M (6.8%)
8. RL RALPH LAUREN CORP — $10.0M (6.3%)
9. FWONA LIBERTY MEDIA CORP DEL — $5.25M (3.3%)
10. ZS ZSCALER INC — $3.53M (2.2%)